Toth Financial Advisory
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Toth Financial Advisory’s Community BanCorp CMTV Stock Holding History

Toth Financial Advisory’s Portfolio CMTV Stock Details CMTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.16K Hold
28
– – ﹤0.01% 917
2026
Q2 		$1.1K Buy
+28
New +$1.07K ﹤0.01% 821

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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Toth Financial Advisory's CMTV Position: Q3 2026 in Review

Toth Financial Advisory held its Community BanCorp (CMTV) position steady in Q3 2026 at 28 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Toth Financial Advisory first reported a position in CMTV in Q2 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold CMTV as of Q3 2026.

  • Toth Financial Advisory held 28 shares of Community BanCorp worth $1.16K as of Q3 2026.
  • Toth Financial Advisory left its Community BanCorp share count unchanged in Q3 2026.
  • Community BanCorp made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #917 holding.
  • Toth Financial Advisory first reported a position in Community BanCorp in Q2 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Community BanCorp as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.