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Parkworth Wealth Management’s Community Bank CBU Stock Holding History

Parkworth 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
2025
Q2 		$57 Hold
1
– – ﹤0.01% 1253
2025
Q1 		$57 Hold
1
– – ﹤0.01% 1083
2024
Q4 		$62 Buy
+1
New +$64 ﹤0.01% 1115

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parkworth Wealth Management's CBU Position: Q2 2025 in Review

Parkworth Wealth Management held its Community Bank (CBU) position steady in Q2 2025 at 1 share worth $57. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Parkworth Wealth Management first reported a position in CBU in Q4 2024 and has held it in 3 quarters since. The position peaked at $62 in Q4 2024. 258 funds tracked by Wall St. Rank hold CBU as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Community Bank worth $57 as of Q2 2025.
  • Parkworth Wealth Management left its Community Bank share count unchanged in Q2 2025.
  • Community Bank made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1253 holding.
  • Parkworth Wealth Management first reported a position in Community Bank in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Community Bank position peaked at $62 in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Community Bank as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.