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Hemington Wealth Management’s Community Bank CBU Stock Holding History

Hemington 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
2025
Q3 		$6K Sell
114
-7
-6% -$405 ﹤0.01% 1050
2025
Q2 		$6K Buy
121
+11
+10% +$611 ﹤0.01% 1028
2025
Q1 		$6K Buy
110
+9
+9% +$558 ﹤0.01% 979
2024
Q4 		$6K Buy
101
+18
+22% +$1.15K ﹤0.01% 939
2024
Q3 		$5K Buy
+83
New +$4.75K ﹤0.01% 915

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIG
NFJ Investment Group Dallas, Texas $2.64B AUM 23.86% 1-Year Est. Return

Hemington Wealth Management's CBU Position: Q3 2025 in Review

Hemington Wealth Management reduced its Community Bank (CBU) stake by 5.8% in Q3 2025, selling an estimated $405 and leaving 114 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Hemington Wealth Management first reported a position in CBU in Q3 2024 and has held it in 5 quarters since. 255 funds tracked by Wall St. Rank hold CBU as of Q3 2025.

  • Hemington Wealth Management held 114 shares of Community Bank worth $6K as of Q3 2025.
  • Hemington Wealth Management sold 7 Community Bank shares in Q3 2025, an estimated $405.
  • Community Bank made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1050 holding.
  • Hemington Wealth Management first reported a position in Community Bank in Q3 2024 and has held it in 5 quarters since.
  • 255 funds tracked by Wall St. Rank held Community Bank as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.