AWAP
CBU icon

Alliance Wealth Advisors (Pennsylvania)’s Community Bank CBU Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$1.33M Sell
19,775
-1,050
-5% -$66.4K 0.43% 35
2026
Q1 		$1.22M Hold
20,825
– – 0.53% 32
2025
Q4 		$1.2M Buy
20,825
+10,150
+95% +$584K 0.52% 34
2025
Q3 		$626K Sell
10,675
-336
-3% -$19.5K 0.28% 57
2025
Q2 		$626K Sell
11,011
-359
-3% -$19.9K 0.32% 52
2025
Q1 		$646K Hold
11,370
– – 0.37% 48
2024
Q4 		$701K Sell
11,370
-6,576
-37% -$421K 0.39% 51
2024
Q3 		$1.04M Sell
17,946
-1,015
-5% -$58.1K 0.6% 35
2024
Q2 		$895K Hold
18,961
– – 0.56% 35
2024
Q1 		$911K Sell
18,961
-136
-0.7% -$6.35K 0.57% 35
2023
Q4 		$995K Hold
19,097
– – 0.66% 30
2023
Q3 		$806K Buy
19,097
+1,644
+9% +$77.9K 0.58% 34
2023
Q2 		$818K Sell
17,453
-402
-2% -$19.7K 0.58% 35
2023
Q1 		$937K Hold
17,855
– – 0.7% 31
2022
Q4 		$1.12M Hold
17,855
– – 0.94% 26
2022
Q3 		$1.07M Hold
17,855
– – 1% 24
2022
Q2 		$1.13M Sell
17,855
-2,882
-14% -$189K 0.98% 25
2022
Q1 		$1.46M Sell
20,737
-622
-3% -$45.2K 1.21% 22
2021
Q4 		$1.59M Hold
21,359
– – 1.3% 22
2021
Q3 		$1.46M Buy
21,359
+2,029
+10% +$146K 1.29% 22
2021
Q2 		$1.46M Sell
19,330
-77
-0.4% -$6.07K 1.32% 22
2021
Q1 		$1.49M Sell
19,407
-700
-3% -$50.3K 1.47% 20
2020
Q4 		$1.25M Buy
+20,107
New +$1.23M 1.32% 25

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

Alliance Wealth Advisors (Pennsylvania)'s CBU Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Community Bank (CBU) stake by 5% in Q2 2026, selling an estimated $66.4K and leaving 19,775 shares worth $1.33M. The position accounts for 0.43% of the portfolio, ranked #35.

Alliance Wealth Advisors (Pennsylvania) first reported a position in CBU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.59M in Q4 2021. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 19,775 shares of Community Bank worth $1.33M as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 1,050 Community Bank shares in Q2 2026, an estimated $66.4K.
  • Community Bank made up 0.43% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #35 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Community Bank in Q4 2020 and has held it in 23 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s Community Bank position peaked at $1.59M in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.