True Wealth Design’s Community Bank CBU Stock Holding History

True Wealth Design’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
2025 Q4	–	Sell	-1	Closed	-$59	–	2614
2025 Q3	$59	Hold	1	–	–	﹤0.01%	2548
2025 Q2	$57	Hold	1	–	–	﹤0.01%	2355
2025 Q1	$57	Buy	+1	New	+$62	﹤0.01%	2350

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NIG

NFJ Investment Group Dallas, Texas $2.96B AUM 49.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

True Wealth Design's CBU Position: Q4 2025 in Review

True Wealth Design sold out of Community Bank (CBU) in Q4 2025, closing a stake of 1 share — an estimated $59 sold.

True Wealth Design first reported a position in CBU in Q1 2025 and held it in 3 quarters. The position peaked at $59 in Q3 2025. 264 funds tracked by Wall St. Rank hold CBU as of Q4 2025.

True Wealth Design reported no remaining Community Bank position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 1 Community Bank share in Q4 2025, an estimated $59.
True Wealth Design first reported a position in Community Bank in Q1 2025 and held it in 3 quarters.
True Wealth Design's Community Bank position peaked at $59 in Q3 2025.
264 funds tracked by Wall St. Rank held Community Bank as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.