Community Bank, N.A.
CIK 0001632187 · DEWITT, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$926.3M
2026 Q2
Positions
530
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.5%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
APPLE INC
11.6%
IVV
ISHARES CORE S&P 500 ETF
3.8%
IEFA
ISHARES CORE MSCI EAFE ETF
3.3%
IBM
INTL BUSINESS MACHINES CORP
2.7%
VOO
VANGUARD S&P 500 ETF
2.5%
MSFT
MICROSOFT CORP
2.4%
JPM
JPMORGAN CHASE & CO
2.4%
IJR
ISHARES CORE S&P SMALLCAP ETF
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.