Wealth Enhancement Advisory Services
CBU icon

Wealth Enhancement Advisory Services’s Community Bank CBU Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.35M Buy
50,129
+7,809
+18% +$494K 0.01% 1246
2026
Q1 		$2.52M Sell
42,320
-13,077
-24% -$800K 0.01% 1266
2025
Q4 		$3.33M Sell
55,397
-51
-0.1% -$2.93K ﹤0.01% 1221
2025
Q3 		$3.23M Sell
55,448
-245
-0.4% -$14.2K ﹤0.01% 1177
2025
Q2 		$3.35M Sell
55,693
-122
-0.2% -$6.77K 0.01% 1090
2025
Q1 		$3.17M Buy
55,815
+3,294
+6% +$204K 0.01% 1022
2024
Q4 		$3.24M Buy
52,521
+2,839
+6% +$182K 0.01% 962
2024
Q3 		$2.89M Sell
49,682
-363
-0.7% -$20.8K 0.01% 918
2024
Q2 		$2.36M Buy
50,045
+1,411
+3% +$63.8K 0.01% 924
2024
Q1 		$2.34M Sell
48,634
-1,491
-3% -$69.6K 0.01% 890
2023
Q4 		$2.61M Sell
50,125
-2,408
-5% -$108K 0.01% 810
2023
Q3 		$2.22M Buy
+52,533
New +$2.49M 0.01% 826

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

Wealth Enhancement Advisory Services's CBU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Community Bank (CBU) stake by 18% in Q2 2026, buying an estimated $494K and bringing the position to 50,129 shares worth $3.35M. The position accounts for 0.01% of the portfolio, ranked #1246.

Wealth Enhancement Advisory Services first reported a position in CBU in Q3 2023 and has held it in 12 quarters since. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 50,129 shares of Community Bank worth $3.35M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,809 Community Bank shares in Q2 2026, an estimated $494K.
  • Community Bank made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1246 holding.
  • Wealth Enhancement Advisory Services first reported a position in Community Bank in Q3 2023 and has held it in 12 quarters since.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.