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Meridian Wealth Partners’s Community Bank CBU Stock Holding History

Meridian Wealth Partners’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
Q1 		$639K Hold
10,890
– – 0.09% 52
2025
Q4 		$626K Sell
10,890
-37
-0.3% -$2.13K 0.09% 50
2025
Q3 		$641K Sell
10,927
-7
-0.1% -$405 0.09% 51
2025
Q2 		$622K Hold
10,934
– – 0.09% 53
2025
Q1 		$622K Buy
+10,934
New +$677K 0.1% 52
2024
Q3 		– Sell
-10,927
Closed -$516K – 110
2024
Q2 		$516K Buy
10,927
+4
+0% +$181 0.09% 53
2024
Q1 		$525K Hold
10,923
– – 0.09% 55
2023
Q4 		$569K Buy
10,923
+20
+0.2% +$899 0.11% 47
2023
Q3 		$460K Buy
10,903
+20
+0.2% +$948 0.1% 52
2023
Q2 		$510K Sell
10,883
-2
-0% -$98 0.1% 49
2023
Q1 		$571K Sell
10,885
-2
-0% -$117 0.12% 41
2022
Q4 		$685K Buy
10,887
+4
+0% +$250 0.16% 37
2022
Q3 		$654K Hold
10,883
– – 0.16% 37
2022
Q2 		$689K Hold
10,883
– – 0.16% 37
2022
Q1 		$763K Hold
10,883
– – 0.16% 40
2021
Q4 		$811K Hold
10,883
– – 0.16% 39
2021
Q3 		$745K Hold
10,883
– – 0.16% 39
2021
Q2 		$823K Hold
10,883
– – 0.19% 37
2021
Q1 		$835K Sell
10,883
-265
-2% -$19K 0.25% 34
2020
Q4 		$695K Buy
11,148
+79
+0.7% +$4.85K 0.29% 30
2020
Q3 		$603K Buy
11,069
+82
+0.7% +$4.72K 0.3% 30
2020
Q2 		$626K Buy
10,987
+71
+0.7% +$4.17K 0.34% 25
2020
Q1 		$642K Buy
10,916
+63
+0.6% +$4.09K 0.38% 24
2019
Q4 		$770K Buy
+10,853
New +$727K 0.48% 22

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Meridian Wealth Partners's CBU Position: Q1 2026 in Review

Meridian Wealth Partners held its Community Bank (CBU) position steady in Q1 2026 at 10,890 shares worth $639K. The position accounts for 0.09% of the portfolio, ranked #52.

Meridian Wealth Partners first reported a position in CBU in Q4 2019 and has held it in 24 quarters since. The position peaked at $835K in Q1 2021. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Meridian Wealth Partners held 10,890 shares of Community Bank worth $639K as of Q1 2026.
  • Meridian Wealth Partners left its Community Bank share count unchanged in Q1 2026.
  • Community Bank made up 0.09% of Meridian Wealth Partners's portfolio in Q1 2026, its #52 holding.
  • Meridian Wealth Partners first reported a position in Community Bank in Q4 2019 and has held it in 24 quarters since.
  • Meridian Wealth Partners's Community Bank position peaked at $835K in Q1 2021.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.