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Integrated Wealth Concepts’s Community Bank CBU Stock Holding History

Integrated Wealth Concepts’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 		$148K Buy
+2,209
New +$140K ﹤0.01% 2531

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

Integrated Wealth Concepts's CBU Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Community Bank (CBU) in Q2 2026: 2,209 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #2531 among its holdings.

279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Integrated Wealth Concepts held 2,209 shares of Community Bank worth $148K as of Q2 2026.
  • Community Bank was a new Integrated Wealth Concepts position in Q2 2026.
  • Community Bank made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2531 holding.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.