Root Financial Partners
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Root Financial Partners’s Community Bank CBU Stock Holding History

Root Financial Partners’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 		$20.2K Buy
+339
New +$21.9K ﹤0.01% 1550
2026
Q2 		– Sell
-269
Closed -$15.8K – 876
2026
Q1 		$15.8K Buy
269
+101
+60% +$6.18K ﹤0.01% 1455
2025
Q4 		$9.6K Buy
168
+19
+13% +$1.09K ﹤0.01% 1508
2025
Q3 		$8.74K Buy
+149
New +$8.63K ﹤0.01% 1507

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Moody National Bank Trust Division
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Root Financial Partners's CBU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Community Bank (CBU) in Q3 2026: 339 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CBU as recently as Q1 2026.

Root Financial Partners first reported a position in CBU in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

  • Root Financial Partners held 339 shares of Community Bank worth $20.2K as of Q3 2026.
  • Community Bank was a new Root Financial Partners position in Q3 2026.
  • Community Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1550 holding.
  • Root Financial Partners first reported a position in Community Bank in Q3 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.