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Abound Wealth Management’s Community Bank CBU Stock Holding History

Abound Wealth Management’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
Q2 		$81.7K Hold
1,218
– – 0.02% 182
2026
Q1 		$71.4K Sell
1,218
-4
-0.3% -$245 0.02% 189
2025
Q4 		$70.2K Hold
1,222
– – 0.02% 178
2025
Q3 		$71.6K Hold
1,222
– – 0.02% 171
2025
Q2 		$69.5K Hold
1,222
– – 0.02% 161
2025
Q1 		$69.5K Hold
1,222
– – 0.02% 148
2024
Q4 		$75.4K Buy
1,222
+10
+0.8% +$640 0.02% 133
2024
Q3 		$70.4K Buy
1,212
+16
+1% +$916 0.02% 138
2024
Q2 		$56.5K Buy
1,196
+4
+0.3% +$181 0.02% 134
2024
Q1 		$57.2K Buy
1,192
+11
+0.9% +$514 0.02% 139
2023
Q4 		$61.6K Buy
1,181
+12
+1% +$539 0.02% 124
2023
Q3 		$49.3K Buy
1,169
+11
+0.9% +$521 0.02% 134
2023
Q2 		$54.3K Buy
1,158
+17
+1% +$833 0.02% 121
2023
Q1 		$59.9K Hold
1,141
– – 0.03% 112
2022
Q4 		$71.8K Buy
1,141
+8
+0.7% +$500 0.04% 84
2022
Q3 		$68.1K Buy
+1,133
New +$74.6K 0.04% 89

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Abound Wealth Management's CBU Position: Q2 2026 in Review

Abound Wealth Management held its Community Bank (CBU) position steady in Q2 2026 at 1,218 shares worth $81.7K. The position accounts for 0.02% of the portfolio, ranked #182.

Abound Wealth Management first reported a position in CBU in Q3 2022 and has held it in 16 quarters since. 281 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Abound Wealth Management held 1,218 shares of Community Bank worth $81.7K as of Q2 2026.
  • Abound Wealth Management left its Community Bank share count unchanged in Q2 2026.
  • Community Bank made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Abound Wealth Management first reported a position in Community Bank in Q3 2022 and has held it in 16 quarters since.
  • 281 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.