DiNuzzo Private Wealth’s Community Bank CBU Stock Holding History

DiNuzzo 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	$672	Hold	10	–	–	﹤0.01%	1019
2026 Q1	$587	Hold	10	–	–	﹤0.01%	1041
2025 Q4	$575	Hold	10	–	–	﹤0.01%	1042
2025 Q3	$599	Hold	10	–	–	﹤0.01%	1047
2025 Q2	$569	Buy	10 +2	+25%	+$111	﹤0.01%	1034
2025 Q1	$455	Hold	8	–	–	﹤0.01%	1083
2024 Q4	$494	Sell	8 -1	-11%	-$64	﹤0.01%	1087
2024 Q3	$523	Buy	9 +3	+50%	+$172	﹤0.01%	1098
2024 Q2	$284	Buy	6 +1	+20%	+$45	﹤0.01%	1201
2024 Q1	$241	Hold	5	–	–	﹤0.01%	1174
2023 Q4	$261	Buy	+5	New	+$225	﹤0.01%	1168

Other funds holding CBU

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM