Back to CBU
Aureum Wealth Management, LLC → CBU
Aureum Wealth Management, LLC CBU Position History
Community Financial System, Inc. • Financial Services
Quarters held
4
Latest value
$361K
Q3 2026
Peak value
$508K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $422K |
| Q1 2026 | $444K |
| Q2 2026 | $508K |
| Q3 2026 | $361K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $361K | 6.1K | — | — |
| Q2 2026 | $508K | 7.6K | — | — |
| Q1 2026 | $444K | 7.6K | — | — |
| Q4 2025 | $422K | 7.3K | — | — |
Other funds holding CBU
$271.6M
$234.1M
$234.1M
$234.1M
$230.1M
$230.1M
$223.9M
$223.9M