Universal-Beteiligungs- und Servicegesellschaft’s Community Bank CBU Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$914K	Buy	13,618 +3,131	+30%	+$198K	﹤0.01%	1606
2026 Q1	$615K	Buy	10,487 +3,738	+55%	+$229K	﹤0.01%	1664
2025 Q4	$389K	Sell	6,749 -633	-9%	-$36.4K	﹤0.01%	1787
2025 Q3	$433K	Buy	7,382 +2,495	+51%	+$144K	﹤0.01%	1791
2025 Q2	$278K	Hold	4,887	–	–	﹤0.01%	1849
2025 Q1	$278K	Buy	+4,887	New	+$303K	﹤0.01%	1806

Other funds holding CBU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's CBU Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Community Bank (CBU) stake by 30% in Q2 2026, buying an estimated $198K and bringing the position to 13,618 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in CBU in Q1 2025 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 13,618 shares of Community Bank worth $914K as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft bought 3,131 Community Bank shares in Q2 2026, an estimated $198K.
Community Bank made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1606 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Community Bank in Q1 2025 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.