Superior Planning, LLC’s Community Bank CBU Stock Holding History

Superior Planning, LLC’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 Q3	$595	Buy	+10	New	+$645	﹤0.01%	1854

Other funds holding CBU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Superior Planning, LLC's CBU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Community Bank (CBU) in Q3 2026: 10 shares worth $595. The stake represents ﹤0.01% of the portfolio and ranks #1854 among its holdings.

179 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

Superior Planning, LLC held 10 shares of Community Bank worth $595 as of Q3 2026.
Community Bank was a new Superior Planning, LLC position in Q3 2026.
Community Bank made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1854 holding.
179 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.