Addison Advisors’s Community BanCorp CMTV Stock Holding History

Addison Advisors’s Portfolio CMTV Stock Details CMTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.5K	Hold	832	–	–	0.02%	289
2026 Q1	$25.9K	Buy	+832	New	+$28K	0.01%	517

Other funds holding CMTV

CFSG

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

SWM

Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Addison Advisors's CMTV Position: Q2 2026 in Review

Addison Advisors held its Community BanCorp (CMTV) position steady in Q2 2026 at 832 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #289.

Addison Advisors first reported a position in CMTV in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold CMTV as of Q2 2026.

Addison Advisors held 832 shares of Community BanCorp worth $32.5K as of Q2 2026.
Addison Advisors left its Community BanCorp share count unchanged in Q2 2026.
Community BanCorp made up 0.02% of Addison Advisors's portfolio in Q2 2026, its #289 holding.
Addison Advisors first reported a position in Community BanCorp in Q1 2026 and has held it in 2 quarters since.
48 funds tracked by Wall St. Rank held Community BanCorp as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.