Corient Private Wealth
CBU icon

Corient Private Wealth’s Community Bank CBU Stock Holding History

Corient Private Wealth’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 		$1.47M Buy
21,965
+2,205
+11% +$139K ﹤0.01% 1572
2026
Q1 		$1.16M Buy
19,760
+9,728
+97% +$595K ﹤0.01% 1577
2025
Q4 		$577K Buy
10,032
+231
+2% +$13.3K ﹤0.01% 1794
2025
Q3 		$575K Buy
9,801
+123
+1% +$7.12K ﹤0.01% 1719
2025
Q2 		$550K Sell
9,678
-19
-0.2% -$1.05K ﹤0.01% 1653
2025
Q1 		$551K Buy
9,697
+1,171
+14% +$72.5K ﹤0.01% 1553
2024
Q4 		$526K Buy
8,526
+327
+4% +$20.9K ﹤0.01% 1588
2024
Q3 		$476K Buy
8,199
+13
+0.2% +$745 ﹤0.01% 1760
2024
Q2 		$386K Buy
8,186
+135
+2% +$6.11K ﹤0.01% 1775
2024
Q1 		$387K Buy
8,051
+354
+5% +$16.5K ﹤0.01% 1763
2023
Q4 		$401K Buy
+7,697
New +$346K ﹤0.01% 1726
2023
Q3 		– Sell
-5,083
Closed -$238K – 2157
2023
Q2 		$238K Buy
5,083
+577
+13% +$28.3K ﹤0.01% 1801
2023
Q1 		$237K Buy
+4,506
New +$264K ﹤0.01% 1716

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

Corient Private Wealth's CBU Position: Q2 2026 in Review

Corient Private Wealth increased its Community Bank (CBU) stake by 11% in Q2 2026, buying an estimated $139K and bringing the position to 21,965 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

Corient Private Wealth first reported a position in CBU in Q1 2023 and has held it in 13 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Corient Private Wealth held 21,965 shares of Community Bank worth $1.47M as of Q2 2026.
  • Corient Private Wealth bought 2,205 Community Bank shares in Q2 2026, an estimated $139K.
  • Community Bank made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1572 holding.
  • Corient Private Wealth first reported a position in Community Bank in Q1 2023 and has held it in 13 quarters since.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.