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BOLTON SECURITIES CORPORATION’s Community Bank CBU Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$23.5K Buy
+400
New +$24.5K ﹤0.01% 1419
2025
Q3 		$23.5K Buy
+400
New +$23.2K ﹤0.01% 1349
2025
Q1 		$22.7K Buy
+400
New +$24.8K ﹤0.01% 1255

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CBU Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Community Bank (CBU) in Q1 2026: 400 shares worth $23.5K. The stake represents ﹤0.01% of the portfolio and ranks #1419 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in CBU as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in CBU in Q1 2025 and has held it in 3 quarters since. 269 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 400 shares of Community Bank worth $23.5K as of Q1 2026.
  • Community Bank was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Community Bank made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1419 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Community Bank in Q1 2025 and has held it in 3 quarters since.
  • 269 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.