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
Q1 		$1.16M Sell
19,760
-304
-2% -$18.6K ﹤0.01% 1577
2025
Q4 		$1.15M Buy
20,064
+10,263
+105% +$590K ﹤0.01% 1812
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 $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Corient Private Wealth's CBU Position: Q1 2026 in Review

Corient Private Wealth reduced its Community Bank (CBU) stake by 1.5% in Q1 2026, selling an estimated $18.6K and leaving 19,760 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

Corient Private Wealth first reported a position in CBU in Q1 2023 and has held it in 12 quarters since. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Corient Private Wealth held 19,760 shares of Community Bank worth $1.16M as of Q1 2026.
  • Corient Private Wealth sold 304 Community Bank shares in Q1 2026, an estimated $18.6K.
  • Community Bank made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1577 holding.
  • Corient Private Wealth first reported a position in Community Bank in Q1 2023 and has held it in 12 quarters since.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.