Marshall & Sterling Wealth Advisors’s Community Bank CBU Stock Holding History

Marshall & Sterling Wealth Advisors’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	$201K	Hold	3,000	–	–	0.12%	94
2026 Q1	$176K	Sell	3,000 -150	-5%	-$9.18K	0.12%	97
2025 Q4	$181K	Hold	3,150	–	–	0.12%	88
2025 Q3	$185K	Hold	3,150	–	–	0.12%	87
2025 Q2	$179K	Hold	3,150	–	–	0.12%	85
2025 Q1	$179K	Sell	3,150 -175	-5%	-$10.8K	0.12%	86
2024 Q4	$205K	Buy	+3,325	New	+$213K	0.14%	82

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CBU Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Community Bank (CBU) position steady in Q2 2026 at 3,000 shares worth $201K. The position accounts for 0.12% of the portfolio, ranked #94.

Marshall & Sterling Wealth Advisors first reported a position in CBU in Q4 2024 and has held it in 7 quarters since. The position peaked at $205K in Q4 2024. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Marshall & Sterling Wealth Advisors held 3,000 shares of Community Bank worth $201K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Community Bank share count unchanged in Q2 2026.
Community Bank made up 0.12% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Marshall & Sterling Wealth Advisors first reported a position in Community Bank in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Community Bank position peaked at $205K in Q4 2024.
280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.