PWPS
CBU icon

Pinnacle Wealth Planning Services’s Community Bank CBU Stock Holding History

Pinnacle Wealth Planning Services’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 		$14.6K Buy
217
+49
+29% +$3.1K ﹤0.01% 1917
2026
Q1 		$9.85K Buy
168
+115
+217% +$7.04K ﹤0.01% 2004
2025
Q4 		$3.04K Buy
+53
New +$3.05K ﹤0.01% 2397
2021
Q1 		– Sell
-172
Closed -$11K – 616
2020
Q4 		$11K Buy
+172
New +$10.6K ﹤0.01% 1347

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's CBU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Community Bank (CBU) stake by 29% in Q2 2026, buying an estimated $3.1K and bringing the position to 217 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Pinnacle Wealth Planning Services first reported a position in CBU in Q4 2020 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 217 shares of Community Bank worth $14.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 49 Community Bank shares in Q2 2026, an estimated $3.1K.
  • Community Bank made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1917 holding.
  • Pinnacle Wealth Planning Services first reported a position in Community Bank in Q4 2020 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.