Private Wealth Management Group’s Community Bank CBU Stock Holding History

Private Wealth Management 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 Q2	$1.21K	Hold	18	–	–	﹤0.01%	1266
2026 Q1	$1.06K	Hold	18	–	–	﹤0.01%	1245
2025 Q4	$1.03K	Hold	18	–	–	﹤0.01%	1261
2025 Q3	$1.06K	Hold	18	–	–	﹤0.01%	1271
2025 Q2	$1.02K	Hold	18	–	–	﹤0.01%	1279
2025 Q1	$1.02K	Hold	18	–	–	﹤0.01%	1261
2024 Q4	$1.11K	Hold	18	–	–	﹤0.01%	1266
2024 Q3	$1.05K	Hold	18	–	–	﹤0.01%	1272
2024 Q2	$850	Hold	18	–	–	﹤0.01%	1326
2024 Q1	$865	Buy	+18	New	+$840	﹤0.01%	1309

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Private Wealth Management Group's CBU Position: Q2 2026 in Review

Private Wealth Management Group held its Community Bank (CBU) position steady in Q2 2026 at 18 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Private Wealth Management Group first reported a position in CBU in Q1 2024 and has held it in 10 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

Private Wealth Management Group held 18 shares of Community Bank worth $1.21K as of Q2 2026.
Private Wealth Management Group left its Community Bank share count unchanged in Q2 2026.
Community Bank made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1266 holding.
Private Wealth Management Group first reported a position in Community Bank in Q1 2024 and has held it in 10 quarters since.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.