Kestra Advisory Services
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Kestra Advisory Services’s Community BanCorp CMTV Stock Holding History

Kestra Advisory Services’s Portfolio CMTV Stock Details CMTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$260K Buy
6,293
+18
+0.3% +$726 ﹤0.01% 3082
2026
Q2 		$245K Sell
6,275
-221
-3% -$8.48K ﹤0.01% 2947
2026
Q1 		$202K Buy
+6,496
New +$219K ﹤0.01% 2942

Other funds holding CMTV

CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Advisory Services's CMTV Position: Q3 2026 in Review

Kestra Advisory Services increased its Community BanCorp (CMTV) stake by 0.29% in Q3 2026, buying an estimated $726 and bringing the position to 6,293 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #3082.

Kestra Advisory Services first reported a position in CMTV in Q1 2026 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold CMTV as of Q3 2026.

  • Kestra Advisory Services held 6,293 shares of Community BanCorp worth $260K as of Q3 2026.
  • Kestra Advisory Services bought 18 Community BanCorp shares in Q3 2026, an estimated $726.
  • Community BanCorp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3082 holding.
  • Kestra Advisory Services first reported a position in Community BanCorp in Q1 2026 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Community BanCorp as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.