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Allworth Financial’s Community Bank CBU Stock Holding History

Allworth Financial’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 		$11.6K Buy
173
+109
+170% +$6.89K ﹤0.01% 3610
2026
Q1 		$3.75K Buy
64
+32
+100% +$1.96K ﹤0.01% 4117
2025
Q4 		$1.84K Buy
32
+3
+10% +$173 ﹤0.01% 4152
2025
Q3 		$1.68K Buy
29
+9
+45% +$521 ﹤0.01% 4082
2025
Q2 		$1.12K Hold
20
– – ﹤0.01% 3929
2025
Q1 		$1.09K Hold
20
– – ﹤0.01% 3437
2024
Q4 		$1.27K Hold
20
– – ﹤0.01% 3324
2024
Q3 		$1.14K Hold
20
– – ﹤0.01% 3175
2024
Q2 		$1.15K Buy
+20
New +$905 ﹤0.01% 3120

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

Allworth Financial's CBU Position: Q2 2026 in Review

Allworth Financial increased its Community Bank (CBU) stake by 170% in Q2 2026, buying an estimated $6.89K and bringing the position to 173 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3610.

Allworth Financial first reported a position in CBU in Q2 2024 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Allworth Financial held 173 shares of Community Bank worth $11.6K as of Q2 2026.
  • Allworth Financial bought 109 Community Bank shares in Q2 2026, an estimated $6.89K.
  • Community Bank made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3610 holding.
  • Allworth Financial first reported a position in Community Bank in Q2 2024 and has held it in 9 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.