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High Note Wealth’s Community Bank CBU Stock Holding History

High Note Wealth’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 		$2.42K Hold
36
– – ﹤0.01% 774
2026
Q1 		$2.11K Hold
36
– – ﹤0.01% 774
2025
Q4 		$2.07K Hold
36
– – ﹤0.01% 755
2025
Q3 		$2.11K Hold
36
– – ﹤0.01% 680
2025
Q2 		$2.05K Hold
36
– – ﹤0.01% 649
2025
Q1 		$2.05K Hold
36
– – ﹤0.01% 658
2024
Q4 		$2.22K Buy
+36
New +$2.31K ﹤0.01% 669

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

High Note Wealth's CBU Position: Q2 2026 in Review

High Note Wealth held its Community Bank (CBU) position steady in Q2 2026 at 36 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

High Note Wealth first reported a position in CBU in Q4 2024 and has held it in 7 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • High Note Wealth held 36 shares of Community Bank worth $2.42K as of Q2 2026.
  • High Note Wealth left its Community Bank share count unchanged in Q2 2026.
  • Community Bank made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #774 holding.
  • High Note Wealth first reported a position in Community Bank in Q4 2024 and has held it in 7 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.