KAS
CMTV

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
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 $686M AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $528M AUM 22.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kestra Advisory Services's CMTV Position: Q2 2026 in Review

Kestra Advisory Services reduced its Community BanCorp (CMTV) stake by 3.4% in Q2 2026, selling an estimated $8.48K and leaving 6,275 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2947.

Kestra Advisory Services first reported a position in CMTV in Q1 2026 and has held it in 2 quarters since. 48 funds tracked by Wall St. Rank hold CMTV as of Q2 2026.

  • Kestra Advisory Services held 6,275 shares of Community BanCorp worth $245K as of Q2 2026.
  • Kestra Advisory Services sold 221 Community BanCorp shares in Q2 2026, an estimated $8.48K.
  • Community BanCorp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2947 holding.
  • Kestra Advisory Services first reported a position in Community BanCorp in Q1 2026 and has held it in 2 quarters since.
  • 48 funds tracked by Wall St. Rank held Community BanCorp as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.