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Sound Income Strategies’s Community Bank CBU Stock Holding History

Sound Income Strategies’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 		– Sell
-57
Closed -$3.41K – 779
2026
Q1 		$3.41K Hold
57
– – ﹤0.01% 1988
2025
Q4 		$3.55K Buy
+57
New +$3.28K ﹤0.01% 1951

Other funds holding CBU

RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's CBU Position: Q2 2026 in Review

Sound Income Strategies sold out of Community Bank (CBU) in Q2 2026, closing a stake of 57 shares — an estimated $3.41K sold.

Sound Income Strategies first reported a position in CBU in Q4 2025 and held it in 2 quarters. The position peaked at $3.55K in Q4 2025. 72 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Sound Income Strategies reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 57 Community Bank shares in Q2 2026, an estimated $3.41K.
  • Sound Income Strategies first reported a position in Community Bank in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Community Bank position peaked at $3.55K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.