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Wealthspire Advisors (New York)’s Community Bank CBU Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-806
Closed -$47.3K – 1324
2025
Q3 		$47.3K Buy
+806
New +$46.7K ﹤0.01% 1273

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NIG
NFJ Investment Group Dallas, Texas $2.96B AUM 49.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthspire Advisors (New York)'s CBU Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Community Bank (CBU) in Q4 2025, closing a stake of 806 shares — an estimated $47.3K sold.

Wealthspire Advisors (New York) first reported a position in CBU in Q3 2025 and held it in 1 quarter. The position peaked at $47.3K in Q3 2025. 264 funds tracked by Wall St. Rank hold CBU as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Community Bank position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 806 Community Bank shares in Q4 2025, an estimated $47.3K.
  • Wealthspire Advisors (New York) first reported a position in Community Bank in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Community Bank position peaked at $47.3K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.