Curio Wealth’s Community Bank CBU Stock Holding History

Curio 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	-1	Closed	-$59	–	250
2026 Q1	$59	Buy	+1	New	+$61	﹤0.01%	1097

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Curio Wealth's CBU Position: Q2 2026 in Review

Curio Wealth sold out of Community Bank (CBU) in Q2 2026, closing a stake of 1 share — an estimated $59 sold.

Curio Wealth first reported a position in CBU in Q1 2026 and held it in 1 quarter. The position peaked at $59 in Q1 2026. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Curio Wealth reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Community Bank share in Q2 2026, an estimated $59.
Curio Wealth first reported a position in Community Bank in Q1 2026 and held it in 1 quarter.
Curio Wealth's Community Bank position peaked at $59 in Q1 2026.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.