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Community Bank System shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Community Bank System (CBU) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Community Bank System

Tip: Access up to 7 years of quarterly data

All positions including Community Bank System held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Community Bank System by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.1M 53k 58.07
2024-06-30 $2.4M 50k 47.21
2024-03-31 $2.3M 49k 48.03
2023-12-31 $2.6M 50k 52.11
2023-09-30 $2.2M 53k 42.21

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Top funds holding Community Bank System

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

View all funds holding Community Bank System