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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
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

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

Retirement Wealth Solutions's CBU Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Community Bank (CBU) stake by 14% in Q2 2026, buying an estimated $316 and bringing the position to 40 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Retirement Wealth Solutions first reported a position in CBU in Q3 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Retirement Wealth Solutions held 40 shares of Community Bank worth $2.69K as of Q2 2026.
  • Retirement Wealth Solutions bought 5 Community Bank shares in Q2 2026, an estimated $316.
  • Community Bank made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #469 holding.
  • Retirement Wealth Solutions first reported a position in Community Bank in Q3 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.