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Algert Global’s Community Bank CBU Stock Holding History

Algert Global’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
Q3 		– Sell
-51,328
Closed -$2.92M – 1154
2025
Q2 		$2.92M Sell
51,328
-6,280
-11% -$349K 0.06% 508
2025
Q1 		$3.28M Sell
57,608
-11,370
-16% -$704K 0.08% 424
2024
Q4 		$4.25M Buy
68,978
+4,785
+7% +$306K 0.1% 335
2024
Q3 		$3.73M Buy
64,193
+50,590
+372% +$2.9M 0.1% 348
2024
Q2 		$642K Buy
+13,603
New +$615K 0.02% 815
2023
Q2 		– Sell
-19,729
Closed -$1.04M – 1101
2023
Q1 		$1.04M Sell
19,729
-33,754
-63% -$1.98M 0.05% 625
2022
Q4 		$3.37M Sell
53,483
-227
-0.4% -$14.2K 0.19% 151
2022
Q3 		$3.23M Buy
53,710
+11,992
+29% +$790K 0.2% 133
2022
Q2 		$2.64M Buy
41,718
+19,331
+86% +$1.27M 0.2% 109
2022
Q1 		$1.57M Buy
22,387
+15,333
+217% +$1.12M 0.1% 322
2021
Q4 		$525K Sell
7,054
-950
-12% -$69.3K 0.07% 517
2021
Q3 		$548K Buy
+8,004
New +$574K 0.07% 504

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIG
NFJ Investment Group Dallas, Texas $2.64B AUM 23.86% 1-Year Est. Return

Algert Global's CBU Position: Q3 2025 in Review

Algert Global sold out of Community Bank (CBU) in Q3 2025, closing a stake of 51,328 shares — an estimated $2.92M sold.

Algert Global first reported a position in CBU in Q3 2021 and held it in 12 quarters. The position peaked at $4.25M in Q4 2024. 255 funds tracked by Wall St. Rank hold CBU as of Q3 2025.

  • Algert Global reported no remaining Community Bank position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 51,328 Community Bank shares in Q3 2025, an estimated $2.92M.
  • Algert Global first reported a position in Community Bank in Q3 2021 and held it in 12 quarters.
  • Algert Global's Community Bank position peaked at $4.25M in Q4 2024.
  • 255 funds tracked by Wall St. Rank held Community Bank as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.