Kestra Private Wealth Services’s Community Bank CBU Stock Holding History

Kestra Private Wealth Services’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	$392K	Sell	5,844 -100	-2%	-$6.33K	﹤0.01%	1377
2026 Q1	$349K	Buy	5,944 +1,782	+43%	+$109K	﹤0.01%	1383
2025 Q4	$239K	Buy	4,162 +1	+0%	+$58	﹤0.01%	1534
2025 Q3	$244K	Buy	+4,161	New	+$241K	﹤0.01%	1469

Other funds holding CBU

RAM

Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kestra Private Wealth Services's CBU Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Community Bank (CBU) stake by 1.7% in Q2 2026, selling an estimated $6.33K and leaving 5,844 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Kestra Private Wealth Services first reported a position in CBU in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Kestra Private Wealth Services held 5,844 shares of Community Bank worth $392K as of Q2 2026.
Kestra Private Wealth Services sold 100 Community Bank shares in Q2 2026, an estimated $6.33K.
Community Bank made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1377 holding.
Kestra Private Wealth Services first reported a position in Community Bank in Q3 2025 and has held it in 4 quarters since.
72 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

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