Melfa Wealth Management’s Community Bank CBU Stock Holding History

Melfa Wealth Management’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	$271K	Hold	4,040	–	–	0.15%	136
2026 Q1	$237K	Hold	4,040	–	–	0.14%	151
2025 Q4	$232K	Hold	4,040	–	–	0.13%	154
2025 Q3	$237K	Sell	4,040 -179	-4%	-$10.4K	0.14%	156
2025 Q2	$240K	Hold	4,219	–	–	0.15%	153
2025 Q1	$240K	Sell	4,219 -606	-13%	-$37.5K	0.16%	149
2024 Q4	$298K	Hold	4,825	–	–	0.2%	123
2024 Q3	$280K	Hold	4,825	–	–	0.18%	128
2024 Q2	$228K	Hold	4,825	–	–	0.16%	144
2024 Q1	$232K	Hold	4,825	–	–	0.17%	140
2023 Q4	$251K	Sell	4,825 -50	-1%	-$2.25K	0.24%	90
2023 Q3	$206K	Hold	4,875	–	–	0.22%	100
2023 Q2	$229K	Hold	4,875	–	–	0.23%	97
2023 Q1	$256K	Sell	4,875 -297	-6%	-$17.4K	0.26%	95
2022 Q4	$326K	Buy	+5,172	New	+$323K	0.34%	75

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

Melfa Wealth Management's CBU Position: Q2 2026 in Review

Melfa Wealth Management held its Community Bank (CBU) position steady in Q2 2026 at 4,040 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #136.

Melfa Wealth Management first reported a position in CBU in Q4 2022 and has held it in 15 quarters since. The position peaked at $326K in Q4 2022. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Melfa Wealth Management held 4,040 shares of Community Bank worth $271K as of Q2 2026.
Melfa Wealth Management left its Community Bank share count unchanged in Q2 2026.
Community Bank made up 0.15% of Melfa Wealth Management's portfolio in Q2 2026, its #136 holding.
Melfa Wealth Management first reported a position in Community Bank in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Community Bank position peaked at $326K in Q4 2022.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.