Allegheny Financial Group’s Community Bank CBU Stock Holding History

Allegheny Financial Group’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
2026 Q1	$361K	Buy	6,149 +9	+0.1%	+$551	0.05%	186
2025 Q4	$353K	Buy	6,140 +9	+0.1%	+$518	0.05%	185
2025 Q3	$360K	Buy	6,131 +9	+0.1%	+$521	0.07%	176
2025 Q2	$348K	Buy	6,122 +10	+0.2%	+$555	0.08%	170
2025 Q1	$348K	Sell	6,112 -162	-3%	-$10K	0.09%	165
2024 Q4	$387K	Buy	6,274 +135	+2%	+$8.64K	0.1%	151
2024 Q3	$356K	Sell	6,139 -70	-1%	-$4.01K	0.09%	175
2024 Q2	$293K	Buy	6,209 +10	+0.2%	+$452	0.08%	178
2024 Q1	$298K	Buy	6,199 +9	+0.1%	+$420	0.09%	166
2023 Q4	$323K	Buy	6,190 +11	+0.2%	+$494	0.1%	155
2023 Q3	$261K	Buy	+6,179	New	+$293K	0.1%	156

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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