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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
Q2 		– Sell
-101
Closed -$5.92K – 549
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Twin Peaks Wealth Advisors's CBU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Community Bank (CBU) in Q2 2026, closing a stake of 101 shares — an estimated $5.92K sold.

Twin Peaks Wealth Advisors first reported a position in CBU in Q2 2025 and held it in 2 quarters. The position peaked at $10.7K in Q2 2025. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 101 Community Bank shares in Q2 2026, an estimated $5.92K.
  • Twin Peaks Wealth Advisors first reported a position in Community Bank in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Community Bank position peaked at $10.7K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.