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Basecamp Wealth Advisors’s Community Bank CBU Stock Holding History

Basecamp Wealth Advisors’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 		$3.62K Buy
54
+11
+26% +$696 ﹤0.01% 1240
2026
Q1 		$2.52K Sell
43
-43
-50% -$2.63K ﹤0.01% 1349
2025
Q4 		$4.94K Buy
+86
New +$4.95K ﹤0.01% 1153

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

Basecamp Wealth Advisors's CBU Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Community Bank (CBU) stake by 26% in Q2 2026, buying an estimated $696 and bringing the position to 54 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Basecamp Wealth Advisors first reported a position in CBU in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.94K in Q4 2025. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Basecamp Wealth Advisors held 54 shares of Community Bank worth $3.62K as of Q2 2026.
  • Basecamp Wealth Advisors bought 11 Community Bank shares in Q2 2026, an estimated $696.
  • Community Bank made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1240 holding.
  • Basecamp Wealth Advisors first reported a position in Community Bank in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Community Bank position peaked at $4.94K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.