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Twin Peaks Wealth Advisors’s Community Bank CBU Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$5.92K Buy
+101
New +$6.18K ﹤0.01% 1319
2025
Q3 		– Sell
-182
Closed -$10.7K – 483
2025
Q2 		$10.7K Buy
+182
New +$10.1K ﹤0.01% 907

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Twin Peaks Wealth Advisors's CBU Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Community Bank (CBU) in Q1 2026: 101 shares worth $5.92K. The stake represents ﹤0.01% of the portfolio and ranks #1319 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in CBU as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in CBU in Q2 2025 and has held it in 2 quarters since. The position peaked at $10.7K in Q2 2025. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Twin Peaks Wealth Advisors held 101 shares of Community Bank worth $5.92K as of Q1 2026.
  • Community Bank was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Community Bank made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1319 holding.
  • Twin Peaks Wealth Advisors first reported a position in Community Bank in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Community Bank position peaked at $10.7K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.