QRG Capital Management’s Community Bank CBU Stock Holding History

QRG Capital 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
2026 Q2	$582K	Buy	8,678 +947	+12%	+$59.9K	﹤0.01%	817
2026 Q1	$453K	Buy	7,731 +1,187	+18%	+$72.6K	﹤0.01%	817
2025 Q4	$376K	Buy	6,544 +223	+4%	+$12.8K	﹤0.01%	853
2025 Q3	$371K	Sell	6,321 -419	-6%	-$24.3K	﹤0.01%	819
2025 Q2	$383K	Buy	6,740 +177	+3%	+$9.82K	﹤0.01%	881
2025 Q1	$373K	Buy	6,563 +729	+12%	+$45.2K	﹤0.01%	857
2024 Q4	$360K	Sell	5,834 -33	-0.6%	-$2.11K	﹤0.01%	856
2024 Q3	$341K	Buy	5,867 +972	+20%	+$55.7K	﹤0.01%	877
2024 Q2	$231K	Buy	4,895 +212	+5%	+$9.59K	﹤0.01%	949
2024 Q1	$225K	Sell	4,683 -344	-7%	-$16.1K	﹤0.01%	982
2023 Q4	$262K	Buy	+5,027	New	+$226K	﹤0.01%	912

Other funds holding CBU

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

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

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

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Handelsbanken Fonder

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

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

Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return