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Gilpin Wealth Management’s Community Bank CBU Stock Holding History

Gilpin 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
Q3 		$536 Sell
9
-1
-10% -$65 ﹤0.01% 814
2026
Q2 		$672 Buy
10
+1
+11% +$63 ﹤0.01% 584
2026
Q1 		$528 Buy
9
+7
+350% +$428 ﹤0.01% 599
2025
Q4 		$115 Buy
+2
New +$115 ﹤0.01% 802

Other funds holding CBU

DePrince Race & Zollo Inc (DRZ)
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
Fulton Bank
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Gilpin Wealth Management's CBU Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Community Bank (CBU) stake by 10% in Q3 2026, selling an estimated $65 and leaving 9 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Gilpin Wealth Management first reported a position in CBU in Q4 2025 and has held it in 4 quarters since. The position peaked at $672 in Q2 2026. 17 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

  • Gilpin Wealth Management held 9 shares of Community Bank worth $536 as of Q3 2026.
  • Gilpin Wealth Management sold 1 Community Bank share in Q3 2026, an estimated $65.
  • Community Bank made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #814 holding.
  • Gilpin Wealth Management first reported a position in Community Bank in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Community Bank position peaked at $672 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.