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Swiss Life Asset Management’s Community Bank CBU Stock Holding History

Swiss Life Asset Management’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,564
Closed -$209K – 1657
2026
Q1 		$209K Buy
+3,564
New +$218K ﹤0.01% 1365

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Swiss Life Asset Management's CBU Position: Q2 2026 in Review

Swiss Life Asset Management sold out of Community Bank (CBU) in Q2 2026, closing a stake of 3,564 shares — an estimated $209K sold.

Swiss Life Asset Management first reported a position in CBU in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Swiss Life Asset Management reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
  • Swiss Life Asset Management sold 3,564 Community Bank shares in Q2 2026, an estimated $209K.
  • Swiss Life Asset Management first reported a position in Community Bank in Q1 2026 and held it in 1 quarter.
  • Swiss Life Asset Management's Community Bank position peaked at $209K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.