AlphaQuest’s Community Bank CBU Stock Holding History

AlphaQuest’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	–	Sell	-8,959	Closed	-$515K	–	354
2025 Q4	$515K	Buy	8,959 +8,957	+447,850%	+$515K	0.03%	803
2025 Q3	$117	Buy	2 +1	+100%	+$58	﹤0.01%	2225
2025 Q2	$57	Hold	1	–	–	﹤0.01%	1962
2025 Q1	$57	Hold	1	–	–	﹤0.01%	1996
2024 Q4	$62	Sell	1 -26,711	-100%	-$1.71M	﹤0.01%	1638
2024 Q3	$1.55M	Buy	+26,712	New	+$1.53M	0.14%	213
2024 Q2	–	Sell	-6,737	Closed	-$324K	–	1614
2024 Q1	$324K	Sell	6,737 -642	-9%	-$30K	0.06%	504
2023 Q4	$385K	Buy	+7,379	New	+$332K	0.08%	443

Other funds holding CBU

BlackRock New York $5.7T 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