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Retirement Wealth Solutions’s Community Bank CBU Stock Holding History

Retirement Wealth Solutions’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 		$1.73K Sell
29
-11
-28% -$710 ﹤0.01% 629
2026
Q2 		$2.69K Buy
40
+5
+14% +$316 ﹤0.01% 469
2026
Q1 		$2.05K Buy
35
+13
+59% +$796 ﹤0.01% 494
2025
Q4 		$1.26K Buy
22
+2
+10% +$115 ﹤0.01% 544
2025
Q3 		$1.17K Buy
+20
New +$1.16K ﹤0.01% 532

Other funds holding CBU

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
AWAP
Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $317M AUM 16.26% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $145M AUM 29.71% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Retirement Wealth Solutions's CBU Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Community Bank (CBU) stake by 28% in Q3 2026, selling an estimated $710 and leaving 29 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Retirement Wealth Solutions first reported a position in CBU in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.69K in Q2 2026. 17 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

  • Retirement Wealth Solutions held 29 shares of Community Bank worth $1.73K as of Q3 2026.
  • Retirement Wealth Solutions sold 11 Community Bank shares in Q3 2026, an estimated $710.
  • Community Bank made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #629 holding.
  • Retirement Wealth Solutions first reported a position in Community Bank in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Community Bank position peaked at $2.69K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.