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Community Bank System shares owned by Aureum Wealth Management

Quarter-by-quarter ownership of Community Bank System (CBU) shares owned by Aureum Wealth Management from 13F filings

Historical chart of Aureum Wealth Management investment in Community Bank System

Tip: Access up to 7 years of quarterly data

All positions including Community Bank System held by Aureum 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 Aureum Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $422k 7.4k 57.44

More positions owned by Aureum Wealth Management

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Mbs Etf (MBB)
World Gold Tr Spdr Gld Minis (GLDM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Core High Dv Etf (HDV)
Spdr Series Trust State Street Spd (SPLG)
Ishares Tr Core S&p Scp Etf (IJR)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p Mcp Etf (IJH)
Janus Detroit Str Tr Henderson Securi (JSI)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Series Trust State Street Spd (SPIB)

View all positions for Aureum Wealth Management

Top funds holding Community Bank System

BlackRock
Vanguard Group
Neuberger Berman Group
State Street Corporation
Dimensional Fund Advisors
Geode Capital Management
Federated Investors
FMR
Nfj Investment Group
Northern Trust
Charles Schwab Investment Management
Bank of New York Mellon
Goldman Sachs Group
DePrince Race & Zollo
Segall Bryant & Hamill

View all funds holding Community Bank System