Action Point Financial Planning’s Community Bank CBU Stock Holding History

Action Point Financial Planning’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	$2.08K	Buy	+34	New	+$2.15K	﹤0.01%	2245

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Action Point Financial Planning's CBU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Community Bank (CBU) in Q2 2026: 34 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #2245 among its holdings.

276 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Action Point Financial Planning held 34 shares of Community Bank worth $2.08K as of Q2 2026.
Community Bank was a new Action Point Financial Planning position in Q2 2026.
Community Bank made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2245 holding.
276 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.