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EverSource Wealth Advisors’s Community Bank CBU Stock Holding History

EverSource Wealth Advisors’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 		$34.8K Sell
519
-270
-34% -$17.1K ﹤0.01% 2021
2026
Q1 		$46.3K Buy
789
+13
+2% +$796 ﹤0.01% 1949
2025
Q4 		$44.6K Buy
776
+44
+6% +$2.53K ﹤0.01% 1819
2025
Q3 		$42.9K Sell
732
-49
-6% -$2.84K ﹤0.01% 1811
2025
Q2 		$44.4K Buy
781
+499
+177% +$27.7K ﹤0.01% 1700
2025
Q1 		$16K Buy
282
+60
+27% +$3.72K ﹤0.01% 1821
2024
Q4 		$13.7K Buy
222
+62
+39% +$3.97K ﹤0.01% 1841
2024
Q3 		$9.29K Hold
160
– – ﹤0.01% 1909
2024
Q2 		$9.87K Buy
160
+35
+28% +$1.58K ﹤0.01% 1860
2024
Q1 		$5.4K Buy
125
+67
+116% +$3.13K ﹤0.01% 2014
2023
Q4 		$3.02K Buy
+58
New +$2.61K ﹤0.01% 2049
2023
Q3 		– Sell
-127
Closed -$6.02K – 2529
2023
Q2 		$5.95K Buy
+127
New +$6.22K ﹤0.01% 1655
2022
Q4 		– Sell
-44
Closed -$3K – 2322
2022
Q3 		$3K Hold
44
– – ﹤0.01% 1511
2022
Q2 		$3K Sell
44
-49
-53% -$3.21K ﹤0.01% 1384
2022
Q1 		$6K Hold
93
– – ﹤0.01% 1170
2021
Q4 		$7K Buy
+93
New +$6.78K ﹤0.01% 1091

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

EverSource Wealth Advisors's CBU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Community Bank (CBU) stake by 34% in Q2 2026, selling an estimated $17.1K and leaving 519 shares worth $34.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2021.

EverSource Wealth Advisors first reported a position in CBU in Q4 2021 and has held it in 16 quarters since. The position peaked at $46.3K in Q1 2026. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • EverSource Wealth Advisors held 519 shares of Community Bank worth $34.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 270 Community Bank shares in Q2 2026, an estimated $17.1K.
  • Community Bank made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2021 holding.
  • EverSource Wealth Advisors first reported a position in Community Bank in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Community Bank position peaked at $46.3K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.