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CBU icon

CreativeOne Wealth’s Community Bank CBU Stock Holding History

CreativeOne 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 		– Sell
-7,637
Closed -$448K – 1204
2026
Q1 		$448K Buy
+7,637
New +$467K 0.01% 849
2023
Q3 		– Sell
-4,398
Closed -$206K – 616
2023
Q2 		$206K Sell
4,398
-1,530
-26% -$75K 0.01% 782
2023
Q1 		$311K Sell
5,928
-392
-6% -$23K 0.02% 625
2022
Q4 		$398K Sell
6,320
-410
-6% -$25.6K 0.02% 495
2022
Q3 		$404K Sell
6,730
-1,116
-14% -$73.5K 0.02% 457
2022
Q2 		$496K Sell
7,846
-346
-4% -$22.7K 0.03% 420
2022
Q1 		$575K Sell
8,192
-345
-4% -$25.1K 0.03% 393
2021
Q4 		$636K Buy
+8,537
New +$622K 0.03% 390

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

CreativeOne Wealth's CBU Position: Q2 2026 in Review

CreativeOne Wealth sold out of Community Bank (CBU) in Q2 2026, closing a stake of 7,637 shares — an estimated $448K sold.

CreativeOne Wealth first reported a position in CBU in Q4 2021 and held it in 8 quarters. The position peaked at $636K in Q4 2021. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • CreativeOne Wealth reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 7,637 Community Bank shares in Q2 2026, an estimated $448K.
  • CreativeOne Wealth first reported a position in Community Bank in Q4 2021 and held it in 8 quarters.
  • CreativeOne Wealth's Community Bank position peaked at $636K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.