Advisory Services Network’s Community Bank CBU Stock Holding History

Advisory Services Network’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	–	Sell	-249	Closed	-$14.6K	–	2550
2026 Q1	$14.6K	Buy	+249	New	+$15.2K	﹤0.01%	3364
2025 Q4	–	Sell	-277	Closed	-$16.2K	–	2190
2025 Q3	$16.2K	Buy	+277	New	+$16K	﹤0.01%	3050
2021 Q3	–	Sell	-5	Closed	–	–	1685
2021 Q2	$0	Buy	+5	New	+$394	﹤0.01%	3591
2021 Q1	–	Sell	-5	Closed	–	–	1534
2020 Q4	$0	Hold	5	–	–	﹤0.01%	3342
2020 Q3	$0	Buy	+5	New	+$288	﹤0.01%	3552
2019 Q4	–	Sell	-105	Closed	-$7K	–	3096
2019 Q3	$7K	Hold	105	–	–	﹤0.01%	2282
2019 Q2	$7K	Buy	+105	New	+$6.73K	﹤0.01%	2280
2016 Q1	–	Sell	-39	Closed	-$2K	–	1681
2015 Q4	$2K	Sell	39 -22	-36%	-$893	﹤0.01%	1328
2015 Q3	$2K	Hold	61	–	–	﹤0.01%	1318
2015 Q2	$2K	Hold	61	–	–	﹤0.01%	1261
2015 Q1	$2K	Hold	61	–	–	﹤0.01%	1176
2014 Q4	$2K	Buy	+61	New	+$2.24K	﹤0.01%	1081
2014 Q1	–	Sell	-62	Closed	-$2K	–	285
2013 Q4	$2K	Buy	+62	New	+$2.29K	﹤0.01%	990

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

Advisory Services Network's CBU Position: Q2 2026 in Review

Advisory Services Network sold out of Community Bank (CBU) in Q2 2026, closing a stake of 249 shares — an estimated $14.6K sold.

Advisory Services Network first reported a position in CBU in Q4 2013 and held it in 13 quarters. The position peaked at $16.2K in Q3 2025. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Advisory Services Network reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 249 Community Bank shares in Q2 2026, an estimated $14.6K.
Advisory Services Network first reported a position in Community Bank in Q4 2013 and held it in 13 quarters.
Advisory Services Network's Community Bank position peaked at $16.2K in Q3 2025.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.