Trust Company of Vermont’s Community Bank CBU Stock Holding History

Trust Company of Vermont’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	$718K	Buy	+10,691	New	+$676K	0.03%	237
2025 Q4	$585K	Buy	10,184 +1,515	+17%	+$87.1K	0.02%	244
2025 Q3	$508K	Sell	8,669 -87	-1%	-$5.04K	0.02%	257
2025 Q2	$498K	Hold	8,756	–	–	0.02%	253
2025 Q1	$498K	Buy	8,756 +2,099	+32%	+$130K	0.02%	244
2024 Q4	$411K	Buy	6,657 +25	+0.4%	+$1.6K	0.02%	271
2024 Q3	$385K	Hold	6,632	–	–	0.02%	263
2024 Q2	$313K	Hold	6,632	–	–	0.02%	267
2024 Q1	$319K	Buy	6,632 +4,459	+205%	+$208K	0.02%	268
2023 Q4	$113K	Sell	2,173 -4,204	-66%	-$189K	0.01%	337
2023 Q3	$269K	Hold	6,377	–	–	0.02%	268
2023 Q2	$299K	Hold	6,377	–	–	0.02%	270
2023 Q1	$335K	Sell	6,377 -138	-2%	-$8.08K	0.02%	262
2022 Q4	$410K	Buy	6,515 +18	+0.3%	+$1.13K	0.03%	237
2022 Q3	$391K	Buy	6,497 +120	+2%	+$7.9K	0.03%	229
2022 Q2	$404K	Hold	6,377	–	–	0.03%	231
2022 Q1	$447K	Buy	6,377 +1,946	+44%	+$142K	0.03%	232
2021 Q4	$330K	Hold	4,431	–	–	0.02%	269
2021 Q3	$304K	Hold	4,431	–	–	0.02%	264
2021 Q2	$335K	Sell	4,431 -11,056	-71%	-$871K	0.02%	261
2021 Q1	$1.19M	Buy	15,487 +11,056	+250%	+$794K	0.09%	161
2020 Q4	$276K	Hold	4,431	–	–	0.02%	259
2020 Q3	$241K	Hold	4,431	–	–	0.02%	256
2020 Q2	$253K	Sell	4,431 -2,325	-34%	-$137K	0.03%	246
2020 Q1	$397K	Hold	6,756	–	–	0.04%	215
2019 Q4	$479K	Hold	6,756	–	–	0.04%	228
2019 Q3	$416K	Sell	6,756 -238	-3%	-$15K	0.03%	237
2019 Q2	$461K	Hold	6,994	–	–	0.04%	226
2019 Q1	$418K	Hold	6,994	–	–	0.04%	232
2018 Q4	$408K	Hold	6,994	–	–	0.04%	226
2018 Q3	$427K	Hold	6,994	–	–	0.04%	240
2018 Q2	$413K	Hold	6,994	–	–	0.04%	239
2018 Q1	$374K	Hold	6,994	–	–	0.04%	240
2017 Q4	$376K	Sell	6,994 -3,434	-33%	-$187K	0.03%	247
2017 Q3	$577K	Sell	10,428 -680	-6%	-$36.4K	0.06%	209
2017 Q2	$619K	Buy	11,108 +7,108	+178%	+$393K	0.06%	206
2017 Q1	$220K	Sell	4,000 -21	-0.5%	-$1.23K	0.02%	305
2016 Q4	$248K	Buy	4,021 +21	+0.5%	+$1.12K	0.03%	289
2016 Q3	$192K	Hold	4,000	–	–	0.02%	280
2016 Q2	$164K	Hold	4,000	–	–	0.02%	272
2016 Q1	$153K	Hold	4,000	–	–	0.02%	273
2015 Q4	$160K	Hold	4,000	–	–	0.02%	268
2015 Q3	$149K	Hold	4,000	–	–	0.02%	264
2015 Q2	$151K	Hold	4,000	–	–	0.02%	265
2015 Q1	$142K	Hold	4,000	–	–	0.02%	272
2014 Q4	$153K	Hold	4,000	–	–	0.02%	258
2014 Q3	$134K	Hold	4,000	–	–	0.02%	269
2014 Q2	$145K	Hold	4,000	–	–	0.02%	249
2014 Q1	$156K	Hold	4,000	–	–	0.03%	245
2013 Q4	$159K	Hold	4,000	–	–	0.03%	241
2013 Q3	$136K	Hold	4,000	–	–	0.02%	250
2013 Q2	$123K	Buy	+4,000	New	+$117K	0.02%	252

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Trust Company of Vermont's CBU Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Community Bank (CBU) in Q2 2026: 10,691 shares worth $718K. The stake represents 0.03% of the portfolio and ranks #237 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in CBU as recently as Q4 2025.

Trust Company of Vermont first reported a position in CBU in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.19M in Q1 2021. 127 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Trust Company of Vermont held 10,691 shares of Community Bank worth $718K as of Q2 2026.
Community Bank was a new Trust Company of Vermont position in Q2 2026.
Community Bank made up 0.03% of Trust Company of Vermont's portfolio in Q2 2026, its #237 holding.
Trust Company of Vermont first reported a position in Community Bank in Q2 2013 and has held it in 52 quarters since.
Trust Company of Vermont's Community Bank position peaked at $1.19M in Q1 2021.
127 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.