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Aureum Wealth Management’s Community Bank CBU Stock Holding History

Aureum Wealth Management’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 		$508K Hold
7,571
– – 0.32% 39
2026
Q1 		$444K Buy
7,571
+221
+3% +$13.5K 0.31% 42
2025
Q4 		$422K Buy
+7,350
New +$423K 0.39% 39

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

Aureum Wealth Management's CBU Position: Q2 2026 in Review

Aureum Wealth Management held its Community Bank (CBU) position steady in Q2 2026 at 7,571 shares worth $508K. The position accounts for 0.32% of the portfolio, ranked #39.

Aureum Wealth Management first reported a position in CBU in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Aureum Wealth Management held 7,571 shares of Community Bank worth $508K as of Q2 2026.
  • Aureum Wealth Management left its Community Bank share count unchanged in Q2 2026.
  • Community Bank made up 0.32% of Aureum Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Aureum Wealth Management first reported a position in Community Bank in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.