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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

AWAP

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $308M AUM 27.24% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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. 40 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.
40 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.