RIA Advisory Group’s Community Bank CBU Stock Holding History

RIA Advisory 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	$280K	Sell	4,169 -17	-0.4%	-$1.07K	0.06%	122
2026 Q1	$246K	Buy	+4,186	New	+$256K	0.06%	122

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

RIA Advisory Group's CBU Position: Q2 2026 in Review

RIA Advisory Group reduced its Community Bank (CBU) stake by 0.41% in Q2 2026, selling an estimated $1.07K and leaving 4,169 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #122.

RIA Advisory Group first reported a position in CBU in Q1 2026 and has held it in 2 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

RIA Advisory Group held 4,169 shares of Community Bank worth $280K as of Q2 2026.
RIA Advisory Group sold 17 Community Bank shares in Q2 2026, an estimated $1.07K.
Community Bank made up 0.06% of RIA Advisory Group's portfolio in Q2 2026, its #122 holding.
RIA Advisory Group first reported a position in Community Bank in Q1 2026 and has held it in 2 quarters since.
279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.