AWM
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AE Wealth Management’s Community Bank CBU Stock Holding History

AE 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 		$447K Buy
6,662
+559
+9% +$35.4K ﹤0.01% 1280
2026
Q1 		$358K Buy
6,103
+516
+9% +$31.6K ﹤0.01% 1282
2025
Q4 		$321K Buy
5,587
+1,333
+31% +$76.7K ﹤0.01% 1278
2025
Q3 		$249K Buy
4,254
+263
+7% +$15.2K ﹤0.01% 1278
2025
Q2 		$227K Buy
3,991
+42
+1% +$2.33K ﹤0.01% 1244
2025
Q1 		$225K Sell
3,949
-609
-13% -$37.7K ﹤0.01% 1225
2024
Q4 		$281K Buy
+4,558
New +$292K ﹤0.01% 1128
2024
Q2 		– Sell
-4,389
Closed -$211K – 1241
2024
Q1 		$211K Buy
+4,389
New +$205K ﹤0.01% 1078

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

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

AE Wealth Management increased its Community Bank (CBU) stake by 9.2% in Q2 2026, buying an estimated $35.4K and bringing the position to 6,662 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

AE Wealth Management first reported a position in CBU in Q1 2024 and has held it in 8 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • AE Wealth Management held 6,662 shares of Community Bank worth $447K as of Q2 2026.
  • AE Wealth Management bought 559 Community Bank shares in Q2 2026, an estimated $35.4K.
  • Community Bank made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1280 holding.
  • AE Wealth Management first reported a position in Community Bank in Q1 2024 and has held it in 8 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.