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Rialto Wealth Management’s Community Bank CBU Stock Holding History

Rialto Wealth 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 		$1.14K Buy
17
+10
+143% +$633 ﹤0.01% 1315
2026
Q1 		$411 Hold
7
– – ﹤0.01% 1461
2025
Q4 		$403 Buy
7
+2
+40% +$115 ﹤0.01% 1354
2025
Q3 		$294 Buy
5
+3
+150% +$174 ﹤0.01% 1405
2025
Q2 		$114 Buy
+2
New +$111 ﹤0.01% 1507

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

Rialto Wealth Management's CBU Position: Q2 2026 in Review

Rialto Wealth Management increased its Community Bank (CBU) stake by 143% in Q2 2026, buying an estimated $633 and bringing the position to 17 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

Rialto Wealth Management first reported a position in CBU in Q2 2025 and has held it in 5 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Rialto Wealth Management held 17 shares of Community Bank worth $1.14K as of Q2 2026.
  • Rialto Wealth Management bought 10 Community Bank shares in Q2 2026, an estimated $633.
  • Community Bank made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1315 holding.
  • Rialto Wealth Management first reported a position in Community Bank in Q2 2025 and has held it in 5 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.