AF
CBU icon

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
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 $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return