Cetera Investment Advisers
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Cetera Investment Advisers’s Community Bank CBU Stock Holding History

Cetera Investment Advisers’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 		$1.57M Sell
23,379
-273
-1% -$17.3K ﹤0.01% 2612
2026
Q1 		$1.39M Buy
23,652
+2,533
+12% +$155K ﹤0.01% 2619
2025
Q4 		$1.21M Sell
21,119
-2,456
-10% -$141K ﹤0.01% 2658
2025
Q3 		$1.38M Buy
23,575
+8,400
+55% +$486K ﹤0.01% 2499
2025
Q2 		$863K Buy
15,175
+4,275
+39% +$237K ﹤0.01% 2510
2025
Q1 		$620K Buy
10,900
+884
+9% +$54.8K ﹤0.01% 2657
2024
Q4 		$618K Sell
10,016
-4,025
-29% -$258K ﹤0.01% 2516
2024
Q3 		$815K Buy
14,041
+3,763
+37% +$216K ﹤0.01% 2267
2024
Q2 		$485K Buy
10,278
+73
+0.7% +$3.3K ﹤0.01% 2618
2024
Q1 		$490K Buy
+10,205
New +$476K ﹤0.01% 2621

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 $3.38T AUM 44.17% 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

Cetera Investment Advisers's CBU Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Community Bank (CBU) stake by 1.2% in Q2 2026, selling an estimated $17.3K and leaving 23,379 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Cetera Investment Advisers first reported a position in CBU in Q1 2024 and has held it in 10 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Cetera Investment Advisers held 23,379 shares of Community Bank worth $1.57M as of Q2 2026.
  • Cetera Investment Advisers sold 273 Community Bank shares in Q2 2026, an estimated $17.3K.
  • Community Bank made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2612 holding.
  • Cetera Investment Advisers first reported a position in Community Bank in Q1 2024 and has held it in 10 quarters since.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.