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Wealthcare Capital Partners’s Community Bank CBU Stock Holding History

Wealthcare Capital Partners’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 		$201K Buy
+2,998
New +$190K 0.08% 177
2025
Q1 		– Sell
-3,374
Closed -$208K – 129
2024
Q4 		$208K Buy
+3,374
New +$216K 0.11% 114

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

Wealthcare Capital Partners's CBU Position: Q2 2026 in Review

Wealthcare Capital Partners opened a new position in Community Bank (CBU) in Q2 2026: 2,998 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #177 among its holdings. This is a return to the name: Wealthcare Capital Partners previously reported a position in CBU as recently as Q4 2024.

Wealthcare Capital Partners first reported a position in CBU in Q4 2024 and has held it in 2 quarters since. The position peaked at $208K in Q4 2024. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Wealthcare Capital Partners held 2,998 shares of Community Bank worth $201K as of Q2 2026.
  • Community Bank was a new Wealthcare Capital Partners position in Q2 2026.
  • Community Bank made up 0.08% of Wealthcare Capital Partners's portfolio in Q2 2026, its #177 holding.
  • Wealthcare Capital Partners first reported a position in Community Bank in Q4 2024 and has held it in 2 quarters since.
  • Wealthcare Capital Partners's Community Bank position peaked at $208K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.