Private Advisor Group
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Private Advisor Group’s Community Bank CBU Stock Holding History

Private Advisor Group’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
Q3 		$262K Buy
+4,398
New +$284K ﹤0.01% 2692
2020
Q3 		– Sell
-2,514
Closed -$143K – 1843
2020
Q2 		$143K Buy
+2,514
New +$148K ﹤0.01% 1512

Other funds holding CBU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Riggs Asset Management
Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
NFJ Investment Group
NFJ Investment Group Dallas, Texas $2.8B AUM 43.22% 1-Year Est. Return

Private Advisor Group's CBU Position: Q3 2026 in Review

Private Advisor Group opened a new position in Community Bank (CBU) in Q3 2026: 4,398 shares worth $262K. The stake represents ﹤0.01% of the portfolio and ranks #2692 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in CBU as recently as Q2 2020.

Private Advisor Group first reported a position in CBU in Q2 2020 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

  • Private Advisor Group held 4,398 shares of Community Bank worth $262K as of Q3 2026.
  • Community Bank was a new Private Advisor Group position in Q3 2026.
  • Community Bank made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2692 holding.
  • Private Advisor Group first reported a position in Community Bank in Q2 2020 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.