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Advantage Alpha Capital Partners’s Community Bank CBU Stock Holding History

Advantage Alpha Capital Partners’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,937
Closed -$224K – 129
2025
Q1 		$224K Sell
3,937
-6,117
-61% -$379K 0.05% 126
2024
Q4 		$620K Buy
10,054
+1,144
+13% +$73.3K 0.15% 109
2024
Q3 		$517K Buy
8,910
+1,844
+26% +$106K 0.12% 113
2024
Q2 		$334K Sell
7,066
-742
-10% -$33.6K 0.07% 138
2024
Q1 		$375K Sell
7,808
-2,708
-26% -$126K 0.07% 145
2023
Q4 		$548K Buy
+10,516
New +$473K 0.1% 111

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advantage Alpha Capital Partners's CBU Position: Q2 2025 in Review

Advantage Alpha Capital Partners sold out of Community Bank (CBU) in Q2 2025, closing a stake of 3,937 shares — an estimated $224K sold.

Advantage Alpha Capital Partners first reported a position in CBU in Q4 2023 and held it in 6 quarters. The position peaked at $620K in Q4 2024. 258 funds tracked by Wall St. Rank hold CBU as of Q2 2025.

  • Advantage Alpha Capital Partners reported no remaining Community Bank position as of Q2 2025 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 3,937 Community Bank shares in Q2 2025, an estimated $224K.
  • Advantage Alpha Capital Partners first reported a position in Community Bank in Q4 2023 and held it in 6 quarters.
  • Advantage Alpha Capital Partners's Community Bank position peaked at $620K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Community Bank as of Q2 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q2 2025, filed 13 Aug 2025.