RAFFA WEALTH MANAGEMENT, LLC’s Community Bank CBU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$67	Hold	1	–	–	﹤0.01%	1472
2026 Q1	$59	Buy	+1	New	+$61	﹤0.01%	1375
2017 Q1	–	Sell	-21	Closed	-$1.3K	–	459
2016 Q4	$1.3K	Hold	21	–	–	﹤0.01%	362
2016 Q3	$1.01K	Hold	21	–	–	﹤0.01%	416
2016 Q2	$863	Hold	21	–	–	﹤0.01%	440
2016 Q1	$802	Hold	21	–	–	﹤0.01%	473
2015 Q4	$839	Hold	21	–	–	﹤0.01%	453
2015 Q3	$781	Hold	21	–	–	﹤0.01%	463
2015 Q2	$793	Hold	21	–	–	﹤0.01%	461
2015 Q1	$743	Hold	21	–	–	﹤0.01%	496
2014 Q4	$801	Hold	21	–	–	﹤0.01%	426
2014 Q3	$705	Buy	+21	New	+$743	﹤0.01%	444
2014 Q1	–	Sell	-21	Closed	-$801	–	354
2013 Q4	$801	Buy	+21	New	+$776	﹤0.01%	426

Other funds holding CBU

WPW

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CBU Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Community Bank (CBU) position steady in Q2 2026 at 1 share worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CBU in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.3K in Q4 2016. 66 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of Community Bank worth $67 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Community Bank share count unchanged in Q2 2026.
Community Bank made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1472 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Community Bank in Q4 2013 and has held it in 13 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Community Bank position peaked at $1.3K in Q4 2016.
66 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.