§ 13F · FUND PROFILE
Community Bank, N.A..
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $827M (13F)Positions · 706Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 369K | $94M | 11.1% | −1% |
| 2 | IVV | ISHARES CORE S&P 500 ETF | 47K | $30M | 3.6% | ±0% |
| 3 | IEFA | ISHARES CORE MSCI EAFE ETF | 331K | $30M | 3.6% | ±0% |
| 4 | VOO | VANGUARD S&P 500 ETF | 34K | $20M | 2.4% | +26% |
| 5 | MSFT | MICROSOFT CORP | 53K | $20M | 2.3% | +2% |
| 6 | JPM | JPMORGAN CHASE & CO | 63K | $19M | 2.2% | −1% |
| 7 | IJR | ISHARES CORE S&P SMALLCAP ETF | 112K | $14M | 1.7% | −1% |
| 8 | IJH | ISHARES CORE S&P MIDCAP ETF | 198K | $13M | 1.6% | +23% |
| 9 | JEPI | JPMORGAN EQUITY PREMIUM INC | 223K | $13M | 1.5% | +27% |
| 10 | IBM | INTL BUSINESS MACHINES CORP | 52K | $12M | 1.5% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE COMMUNITY SIGNAL
AC read
Community Bank, N.A. is a Dealer / Bank fund managing $827 million in assets. The fund runs a broad portfolio of 706 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed