FFA
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Farther Finance Advisors’s Community Bank CBU Stock Holding History

Farther Finance 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
Q3 		$216K Buy
3,623
+535
+17% +$34.5K ﹤0.01% 2243
2026
Q2 		$207K Buy
3,088
+520
+20% +$32.9K ﹤0.01% 2212
2026
Q1 		$153K Buy
2,568
+476
+23% +$29.1K ﹤0.01% 2213
2025
Q4 		$120K Buy
2,092
+110
+6% +$6.33K ﹤0.01% 2223
2025
Q3 		$116K Buy
1,982
+579
+41% +$33.5K ﹤0.01% 1946
2025
Q2 		$79.8K Buy
1,403
+1,254
+842% +$69.6K ﹤0.01% 1873
2025
Q1 		$8.47K Buy
149
+71
+91% +$4.4K ﹤0.01% 2818
2024
Q4 		$4.81K Sell
78
-21
-21% -$1.34K ﹤0.01% 2681
2024
Q3 		$5.73K Buy
99
+6
+6% +$344 ﹤0.01% 2585
2024
Q2 		$4.36K Buy
93
+73
+365% +$3.3K ﹤0.01% 2458
2024
Q1 		$945 Sell
20
-5
-20% -$233 ﹤0.01% 2801
2023
Q4 		$1.3K Buy
25
+7
+39% +$315 ﹤0.01% 2624
2023
Q3 		$760 Buy
+18
New +$853 ﹤0.01% 2152

Other funds holding CBU

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
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's CBU Position: Q3 2026 in Review

Farther Finance Advisors increased its Community Bank (CBU) stake by 17% in Q3 2026, buying an estimated $34.5K and bringing the position to 3,623 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2243.

Farther Finance Advisors first reported a position in CBU in Q3 2023 and has held it in 13 quarters since. 11 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

  • Farther Finance Advisors held 3,623 shares of Community Bank worth $216K as of Q3 2026.
  • Farther Finance Advisors bought 535 Community Bank shares in Q3 2026, an estimated $34.5K.
  • Community Bank made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2243 holding.
  • Farther Finance Advisors first reported a position in Community Bank in Q3 2023 and has held it in 13 quarters since.
  • 11 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.