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Community Bank System shares owned by Wealthcare Capital Partners

Quarter-by-quarter ownership of Community Bank System (CBU) shares owned by Wealthcare Capital Partners from 13F filings

Historical chart of Wealthcare Capital Partners investment in Community Bank System

Tip: Access up to 7 years of quarterly data

All positions including Community Bank System held by Wealthcare Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Community Bank System by Wealthcare Capital Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 3.0k 67.11
2024-12-31 $208k 3.4k 61.69

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Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 0-5 Yr Tips Etf (STIP)
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Vanguard World Mega Cap Val Etf (MGV)

View all positions for Wealthcare Capital Partners

Top funds holding Community Bank System

BlackRock
Neuberger Berman Group
Vanguard Portfolio Management
State Street Corporation
FMR
Vanguard Capital Management
Morgan Stanley
Dimensional Fund Advisors
Geode Capital Management
Federated Investors
Nfj Investment Group
Charles Schwab Investment Management
Northern Trust
Bank of America Corporation
Bank of New York Mellon

View all funds holding Community Bank System