Pathway Financial Advisors’s Community Bank CBU Stock Holding History

Pathway Financial 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	–	Sell	-4,694	Closed	-$279K	–	131
2026 Q1	$279K	Buy	4,694 +964	+26%	+$59K	0.03%	117
2025 Q4	$224K	Hold	3,730	–	–	0.03%	136
2025 Q3	$219K	Sell	3,730 -466	-11%	-$27K	0.03%	135
2025 Q2	$239K	Hold	4,196	–	–	0.03%	119
2025 Q1	$239K	Buy	4,196 +182	+5%	+$11.3K	0.04%	149
2024 Q4	$248K	Sell	4,014 -6,190	-61%	-$396K	0.06%	140
2024 Q3	$593K	Sell	10,204 -3,978	-28%	-$228K	0.15%	81
2024 Q2	$670K	Sell	14,182 -741	-5%	-$33.5K	0.18%	67
2024 Q1	$717K	Sell	14,923 -208	-1%	-$9.71K	0.19%	64
2023 Q4	$788K	Sell	15,131 -2,000	-12%	-$89.9K	0.23%	54
2023 Q3	$723K	Sell	17,131 -3,000	-15%	-$142K	0.25%	46
2023 Q2	$944K	Hold	20,131	–	–	0.31%	36
2023 Q1	$1.06M	Sell	20,131 -135	-0.7%	-$7.91K	0.36%	35
2022 Q4	$1.28M	Sell	20,266 -1,324	-6%	-$82.8K	0.39%	33
2022 Q3	$1.3M	Sell	21,590 -843	-4%	-$55.5K	0.45%	32
2022 Q2	$1.42M	Hold	22,433	–	–	0.59%	30
2022 Q1	$1.57M	Hold	22,433	–	–	0.59%	28
2021 Q4	$1.6M	Buy	+22,433	New	+$1.64M	0.57%	27
2021 Q1	$1.73M	Hold	21,590	–	–	0.68%	25
2020 Q4	$1.54M	Sell	21,590 -3,350	-13%	-$206K	0.64%	24
2020 Q3	$1.35M	Hold	24,940	–	–	0.52%	27
2020 Q2	$1.42M	Sell	24,940 -800	-3%	-$47K	0.43%	25
2020 Q1	$1.53M	Sell	25,740 -4,500	-15%	-$292K	0.51%	18
2019 Q4	$2.12M	Sell	30,240 -2,700	-8%	-$181K	0.6%	20
2019 Q3	$2.27M	Buy	32,940 +1,087	+3%	+$68.7K	0.65%	21
2019 Q2	$2.1M	Hold	31,853	–	–	0.62%	23
2019 Q1	$1.9M	Buy	31,853 +27,606	+650%	+$1.7M	0.59%	24
2018 Q4	$248K	Hold	4,247	–	–	0.14%	80
2018 Q3	$260K	Hold	4,247	–	–	0.14%	80
2018 Q2	$251K	Hold	4,247	–	–	0.15%	74
2018 Q1	$227K	Sell	4,247 -2,137	-33%	-$116K	0.13%	80
2017 Q4	$343K	Buy	+6,384	New	+$347K	0.2%	58

Other funds holding CBU

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Pathway Financial Advisors's CBU Position: Q2 2026 in Review

Pathway Financial Advisors sold out of Community Bank (CBU) in Q2 2026, closing a stake of 4,694 shares — an estimated $279K sold.

Pathway Financial Advisors first reported a position in CBU in Q4 2017 and held it in 32 quarters. The position peaked at $2.27M in Q3 2019. 27 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Pathway Financial Advisors reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
Pathway Financial Advisors sold 4,694 Community Bank shares in Q2 2026, an estimated $279K.
Pathway Financial Advisors first reported a position in Community Bank in Q4 2017 and held it in 32 quarters.
Pathway Financial Advisors's Community Bank position peaked at $2.27M in Q3 2019.
27 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.