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Lisa Wilson

Community Bank, N.a.

Assets Managed
$840.109M
Holdings
501
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-0.71%(2Q avg: 0.82%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Community Bank, N.a.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 501 positions.

Assets under management

The assets under management (AUM) of Community Bank, N.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 840.109M in assets, with a quarterly growth rate of -0.71% and a 2-quarter average growth rate of 0.82%. The portfolio is managed by Lisa Wilson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.91%
11.27%
$94.637M
372,895 shares@ $253.79 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.14%
3.65%
$30.632M
46,895 shares@ $653.21 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.34%
3.63%
$30.426M
336,084 shares@ $90.53 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.74%
2.63%
$22.05M
59,569 shares@ $370.16 avg price
IBM
Intl Business Machines Corp
Recent Activity
Decreased -2.24%
2.55%
$21.347M
88,070 shares@ $242.39 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.52%
2.42%
$20.265M
68,895 shares@ $294.15 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 26.19%
2.4%
$20.156M
33,731 shares@ $597.54 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.39%
1.74%
$14.571M
50,672 shares@ $287.55 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.51%
1.69%
$14.137M
113,720 shares@ $124.31 avg price
MRK
Merck & Co. Inc.
Recent Activity
Decreased -0.73%
1.65%
$13.822M
114,906 shares@ $120.29 avg price

1-10 of 501