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Community Bank, N.A.

CIK:0001632187
Bank
$760M AUM
385 holdings
Canton, NY (also DeWitt, NY), NY, USA
Founded:1866
2,024 employees
Latest filing:Jun 30, 2025

Community Bank, N.A. is a full-service bank offering personal and business banking solutions.

Latest 13F Filing Activity

Community Bank, N.A. filed their most recent 13F report on Jun 30, 2025 disclosing 381 equity positions with a total 13F market value of $760M. The fund increased holdings in Microsoft Corp., Intl Business Machines Corp., Vanguard S&P 500 Etf among other positions. Community Bank, N.A. reduced exposure to Vanguard Total Stock Market Etf, Apple Inc., Bristol Myers Squibb Company among others.

Top Buys
M
MSFTMICROSOFT CORP
+$6.3M
I
IBMINTL BUSINESS MACHINES CORP
+$4.0M
V
VOOVANGUARD S&P 500 ETF
+$3.8M
A
AVGOBROADCOM INC
+$3.6M
I
IVVISHARES CORE S&P 500 ETF
+$2.8M
Top Sells
V
VTIVANGUARD TOTAL STOCK MARKET ETF
-$12.8M
A
AAPLAPPLE INC
-$6.9M
B
BMYBRISTOL MYERS SQUIBB COMPANY
-$3.0M
U
UNHUNITEDHEALTH GROUP INC
-$1.7M
A
ABBVABBVIE INC
-$1.5M

Top Holdings

A
AAPLAPPLE INC
+10.3%$78.5M
I
IVVISHARES CORE S&P 500 ETF
+3.8%$29.3M
M
MSFTMICROSOFT CORP
+3.8%$28.8M
I
IBMINTL BUSINESS MACHINES CORP
+3.7%$28.3M
I
IEFAISHARES CORE MSCI EAFE ETF
+3.7%$28.0M

Equity Positions (381)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
APPLE INC10.32%$78.5M382,464$35.14$205.17-$6.9M
ISHARES CORE S&P 500 ETF3.85%$29.3M47,120$259.54$620.90+$2.8M
MICROSOFT CORP3.78%$28.8M57,820$84.93$497.41+$6.3M
INTL BUSINESS MACHINES CORP3.72%$28.3M95,968$148.68$294.78+$4.0M
ISHARES CORE MSCI EAFE ETF3.68%$28.0M335,159$61.24$83.48-$792.7K

Industry Allocation

ELECTRONIC COMPUTERS
+11.7%
PHARMACEUTICAL PREPARATIONS
+6.2%
NATIONAL COMMERCIAL BANKS
+4.8%
SERVICES-PREPACKAGED SOFTWARE
+4.0%
COMPUTER & OFFICE EQUIPMENT
+3.5%