FFO
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Fortitude Family Office’s Community Bank CBU Stock Holding History

Fortitude Family Office’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 		$23.3K Buy
392
+351
+856% +$22.6K ﹤0.01% 781
2026
Q2 		$2.75K Hold
41
– – ﹤0.01% 1347
2026
Q1 		$2.4K Buy
41
+22
+116% +$1.35K ﹤0.01% 1221
2025
Q4 		$1.09K Buy
19
+5
+36% +$288 ﹤0.01% 1414
2025
Q3 		$821 Hold
14
– – ﹤0.01% 1612
2025
Q2 		$796 Buy
+14
New +$777 ﹤0.01% 1611

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

Fortitude Family Office's CBU Position: Q3 2026 in Review

Fortitude Family Office increased its Community Bank (CBU) stake by 856% in Q3 2026, buying an estimated $22.6K and bringing the position to 392 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #781.

Fortitude Family Office first reported a position in CBU in Q2 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

  • Fortitude Family Office held 392 shares of Community Bank worth $23.3K as of Q3 2026.
  • Fortitude Family Office bought 351 Community Bank shares in Q3 2026, an estimated $22.6K.
  • Community Bank made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #781 holding.
  • Fortitude Family Office first reported a position in Community Bank in Q2 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.