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Clearstead Advisors’s Community Bank CBU Stock Holding History

Clearstead 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 		$1.61K Buy
+24
New +$1.52K ﹤0.01% 2550
2025
Q4 		– Sell
-425
Closed -$24.9K – 2825
2025
Q3 		$24.9K Sell
425
-699
-62% -$40.5K ﹤0.01% 1540
2025
Q2 		$63.9K Sell
1,124
-115
-9% -$6.38K ﹤0.01% 1206
2025
Q1 		$70.5K Sell
1,239
-40
-3% -$2.48K ﹤0.01% 1080
2024
Q4 		$78.9K Sell
1,279
-752
-37% -$48.2K ﹤0.01% 1068
2024
Q3 		$118K Buy
2,031
+31
+2% +$1.77K ﹤0.01% 990
2024
Q2 		$94.4K Buy
+2,000
New +$90.5K ﹤0.01% 1012

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

Clearstead Advisors's CBU Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Community Bank (CBU) in Q2 2026: 24 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #2550 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in CBU as recently as Q3 2025.

Clearstead Advisors first reported a position in CBU in Q2 2024 and has held it in 7 quarters since. The position peaked at $118K in Q3 2024. 281 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Clearstead Advisors held 24 shares of Community Bank worth $1.61K as of Q2 2026.
  • Community Bank was a new Clearstead Advisors position in Q2 2026.
  • Community Bank made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2550 holding.
  • Clearstead Advisors first reported a position in Community Bank in Q2 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's Community Bank position peaked at $118K in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.