Level Four Advisory Services’s Community Bank CBU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$857K Sell
12,766
-389
-3% -$24.6K 0.02% 472
2026
Q1
$772K Sell
13,155
-113
-0.9% -$6.92K 0.03% 474
2025
Q4
$762K Sell
13,268
-505
-4% -$29K 0.02% 466
2025
Q3
$808K Buy
13,773
+480
+4% +$27.8K 0.03% 447
2025
Q2
$756K Buy
13,293
+1,099
+9% +$61K 0.03% 439
2025
Q1
$693K Buy
12,194
+1,069
+10% +$66.2K 0.03% 431
2024
Q4
$686K Buy
11,125
+2,721
+32% +$174K 0.03% 430
2024
Q3
$514K Sell
8,404
-413
-5% -$23.7K 0.02% 500
2024
Q2
$416K Buy
+8,817
New +$399K 0.02% 523

Other funds holding CBU

Level Four Advisory Services's CBU Position: Q2 2026 in Review

Level Four Advisory Services reduced its Community Bank (CBU) stake by 3% in Q2 2026, selling an estimated $24.6K and leaving 12,766 shares worth $857K. The position accounts for 0.02% of the portfolio, ranked #472.

Level Four Advisory Services first reported a position in CBU in Q2 2024 and has held it in 9 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Level Four Advisory Services held 12,766 shares of Community Bank worth $857K as of Q2 2026.
  • Level Four Advisory Services sold 389 Community Bank shares in Q2 2026, an estimated $24.6K.
  • Community Bank made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #472 holding.
  • Level Four Advisory Services first reported a position in Community Bank in Q2 2024 and has held it in 9 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.