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Bouchey Financial Group’s Community Bank CBU Stock Holding History

Bouchey Financial Group’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 		$356K Buy
5,269
+23
+0.4% +$1.46K 0.02% 127
2026
Q1 		$330K Buy
+5,246
New +$321K 0.02% 123
2022
Q2 		– Sell
-3,107
Closed -$218K – 88
2022
Q1 		$218K Buy
+3,107
New +$226K 0.03% 91

Other funds holding CBU

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Bouchey Financial Group's CBU Position: Q2 2026 in Review

Bouchey Financial Group increased its Community Bank (CBU) stake by 0.44% in Q2 2026, buying an estimated $1.46K and bringing the position to 5,269 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #127.

Bouchey Financial Group first reported a position in CBU in Q1 2022 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Bouchey Financial Group held 5,269 shares of Community Bank worth $356K as of Q2 2026.
  • Bouchey Financial Group bought 23 Community Bank shares in Q2 2026, an estimated $1.46K.
  • Community Bank made up 0.02% of Bouchey Financial Group's portfolio in Q2 2026, its #127 holding.
  • Bouchey Financial Group first reported a position in Community Bank in Q1 2022 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.