Community Bank System shares owned by AE Wealth Management
Quarter-by-quarter ownership of Community Bank System (CBU) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Community Bank System
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All positions including Community Bank System held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Community Bank System by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $321k | 5.6k | 57.44 |
| 2025-09-30 | $250k | 4.3k | 58.64 |
| 2025-06-30 | $228k | 4.0k | 57.00 |
| 2025-03-31 | $225k | 3.9k | 57.04 |
| 2024-12-31 | $281k | 4.6k | 61.68 |
| 2024-03-31 | $211k | 4.4k | 48.03 |