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Transamerica Financial Advisors’s Community Bank CBU Stock Holding History

Transamerica Financial Advisors’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 		$13.1K Sell
194
-9
-4% -$569 ﹤0.01% 946
2026
Q1 		$12K Buy
203
+64
+46% +$3.92K ﹤0.01% 880
2025
Q4 		$8.03K Buy
139
+21
+18% +$1.21K ﹤0.01% 882
2025
Q3 		$6.91K Buy
+118
New +$6.83K ﹤0.01% 805

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

Transamerica Financial Advisors's CBU Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Community Bank (CBU) stake by 4.4% in Q2 2026, selling an estimated $569 and leaving 194 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Transamerica Financial Advisors first reported a position in CBU in Q3 2025 and has held it in 4 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Transamerica Financial Advisors held 194 shares of Community Bank worth $13.1K as of Q2 2026.
  • Transamerica Financial Advisors sold 9 Community Bank shares in Q2 2026, an estimated $569.
  • Community Bank made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #946 holding.
  • Transamerica Financial Advisors first reported a position in Community Bank in Q3 2025 and has held it in 4 quarters since.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.