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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

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

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

DiNuzzo Private Wealth held its Community Bank (CBU) position steady in Q2 2026 at 10 shares worth $672. The position accounts for ﹤0.01% of the portfolio, ranked #1019.

DiNuzzo Private Wealth first reported a position in CBU in Q4 2023 and has held it in 11 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • DiNuzzo Private Wealth held 10 shares of Community Bank worth $672 as of Q2 2026.
  • DiNuzzo Private Wealth left its Community Bank share count unchanged in Q2 2026.
  • Community Bank made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1019 holding.
  • DiNuzzo Private Wealth first reported a position in Community Bank in Q4 2023 and has held it in 11 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.