Avantax Advisory Services’s Community Bank CBU Stock Holding History
Bought
Maintained
Sold
Other funds holding CBU
Avantax Advisory Services's CBU Position: Q2 2025 in Review
Avantax Advisory Services increased its Community Bank (CBU) stake by 1.9% in Q2 2025, buying an estimated $5.22K and bringing the position to 5,084 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1933.
Avantax Advisory Services first reported a position in CBU in Q4 2022 and has held it in 8 quarters since. The position peaked at $308K in Q4 2024. 258 funds tracked by Wall St. Rank hold CBU as of Q2 2025.
- Avantax Advisory Services held 5,084 shares of Community Bank worth $289K as of Q2 2025.
- Avantax Advisory Services bought 94 Community Bank shares in Q2 2025, an estimated $5.22K.
- Community Bank made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1933 holding.
- Avantax Advisory Services first reported a position in Community Bank in Q4 2022 and has held it in 8 quarters since.
- Avantax Advisory Services's Community Bank position peaked at $308K in Q4 2024.
- 258 funds tracked by Wall St. Rank held Community Bank as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.