Ascent Wealth Partners’s Community Bank CBU Stock Holding History

Ascent Wealth Partners’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	$258K	Buy	3,840 +19	+0.5%	+$1.2K	0.03%	182
2026 Q1	$224K	Buy	+3,821	New	+$234K	0.03%	175
2017 Q1	–	Sell	-3,375	Closed	-$209K	–	121
2016 Q4	$209K	Sell	3,375 -3,125	-48%	-$167K	0.1%	113
2016 Q3	$313K	Sell	6,500 -2,155	-25%	-$97.3K	0.16%	94
2016 Q2	$356K	Buy	+8,655	New	+$344K	0.18%	88

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Ascent Wealth Partners's CBU Position: Q2 2026 in Review

Ascent Wealth Partners increased its Community Bank (CBU) stake by 0.5% in Q2 2026, buying an estimated $1.2K and bringing the position to 3,840 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #182.

Ascent Wealth Partners first reported a position in CBU in Q2 2016 and has held it in 5 quarters since. The position peaked at $356K in Q2 2016. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Ascent Wealth Partners held 3,840 shares of Community Bank worth $258K as of Q2 2026.
Ascent Wealth Partners bought 19 Community Bank shares in Q2 2026, an estimated $1.2K.
Community Bank made up 0.03% of Ascent Wealth Partners's portfolio in Q2 2026, its #182 holding.
Ascent Wealth Partners first reported a position in Community Bank in Q2 2016 and has held it in 5 quarters since.
Ascent Wealth Partners's Community Bank position peaked at $356K in Q2 2016.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Ascent Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.