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Dogwood Wealth Management’s Community Bank CBU Stock Holding History

Dogwood Wealth Management’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 		$6.44K Buy
96
+64
+200% +$4.05K ﹤0.01% 466
2026
Q1 		$1.88K Buy
+32
New +$1.96K ﹤0.01% 652

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 $3.38T AUM 44.17% 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

Dogwood Wealth Management's CBU Position: Q2 2026 in Review

Dogwood Wealth Management increased its Community Bank (CBU) stake by 200% in Q2 2026, buying an estimated $4.05K and bringing the position to 96 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Dogwood Wealth Management first reported a position in CBU in Q1 2026 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Dogwood Wealth Management held 96 shares of Community Bank worth $6.44K as of Q2 2026.
  • Dogwood Wealth Management bought 64 Community Bank shares in Q2 2026, an estimated $4.05K.
  • Community Bank made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #466 holding.
  • Dogwood Wealth Management first reported a position in Community Bank in Q1 2026 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.