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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM