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Allegheny Financial Group’s Community Bank CBU Stock Holding History

Allegheny Financial Group’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 		$408K Sell
6,076
-73
-1% -$4.62K 0.04% 192
2026
Q1 		$361K Buy
6,149
+9
+0.1% +$551 0.05% 186
2025
Q4 		$353K Buy
6,140
+9
+0.1% +$518 0.05% 185
2025
Q3 		$360K Buy
6,131
+9
+0.1% +$521 0.07% 176
2025
Q2 		$348K Buy
6,122
+10
+0.2% +$555 0.08% 170
2025
Q1 		$348K Sell
6,112
-162
-3% -$10K 0.09% 165
2024
Q4 		$387K Buy
6,274
+135
+2% +$8.64K 0.1% 151
2024
Q3 		$356K Sell
6,139
-70
-1% -$4.01K 0.09% 175
2024
Q2 		$293K Buy
6,209
+10
+0.2% +$452 0.08% 178
2024
Q1 		$298K Buy
6,199
+9
+0.1% +$420 0.09% 166
2023
Q4 		$323K Buy
6,190
+11
+0.2% +$494 0.1% 155
2023
Q3 		$261K Buy
+6,179
New +$293K 0.1% 156

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 $3.38T AUM 44.17% 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

Allegheny Financial Group's CBU Position: Q2 2026 in Review

Allegheny Financial Group reduced its Community Bank (CBU) stake by 1.2% in Q2 2026, selling an estimated $4.62K and leaving 6,076 shares worth $408K. The position accounts for 0.04% of the portfolio, ranked #192.

Allegheny Financial Group first reported a position in CBU in Q3 2023 and has held it in 12 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Allegheny Financial Group held 6,076 shares of Community Bank worth $408K as of Q2 2026.
  • Allegheny Financial Group sold 73 Community Bank shares in Q2 2026, an estimated $4.62K.
  • Community Bank made up 0.04% of Allegheny Financial Group's portfolio in Q2 2026, its #192 holding.
  • Allegheny Financial Group first reported a position in Community Bank in Q3 2023 and has held it in 12 quarters since.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.