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Essential Partners’s Community Bank CBU Stock Holding History

Essential Partners’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
Q3 		$1.49K Buy
25
+2
+9% +$129 ﹤0.01% 2036
2026
Q2 		$1.54K Buy
23
+12
+109% +$759 ﹤0.01% 2074
2026
Q1 		$645 Buy
11
+1
+10% +$61 ﹤0.01% 2358
2025
Q4 		$574 Buy
10
+3
+43% +$173 ﹤0.01% 2193
2025
Q3 		$410 Buy
+7
New +$405 ﹤0.01% 2259

Other funds holding CBU

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Essential Partners's CBU Position: Q3 2026 in Review

Essential Partners increased its Community Bank (CBU) stake by 8.7% in Q3 2026, buying an estimated $129 and bringing the position to 25 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Essential Partners first reported a position in CBU in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.54K in Q2 2026. 17 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

  • Essential Partners held 25 shares of Community Bank worth $1.49K as of Q3 2026.
  • Essential Partners bought 2 Community Bank shares in Q3 2026, an estimated $129.
  • Community Bank made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2036 holding.
  • Essential Partners first reported a position in Community Bank in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Community Bank position peaked at $1.54K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.