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
Q3 		$2.74M Sell
46,423
-3,706
-7% -$239K ﹤0.01% 1469
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Riggs Asset Management
Riggs Asset Management Dallas, Pennsylvania $541M AUM 40.97% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's CBU Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Community Bank (CBU) stake by 7.4% in Q3 2026, selling an estimated $239K and leaving 46,423 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Wealth Enhancement Advisory Services first reported a position in CBU in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.35M in Q2 2026. 185 funds tracked by Wall St. Rank hold CBU as of Q3 2026.

  • Wealth Enhancement Advisory Services held 46,423 shares of Community Bank worth $2.74M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 3,706 Community Bank shares in Q3 2026, an estimated $239K.
  • Community Bank made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1469 holding.
  • Wealth Enhancement Advisory Services first reported a position in Community Bank in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Community Bank position peaked at $3.35M in Q2 2026.
  • 185 funds tracked by Wall St. Rank held Community Bank as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.