Atria Investments’s Community Bank CBU Stock Holding History

Atria Investments’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	$1.11M	Sell	18,995 -1,047	-5%	-$64.1K	0.01%	996
2025 Q4	$1.15M	Buy	20,042 +2,272	+13%	+$131K	0.01%	993
2025 Q3	$1.04M	Buy	17,770 +2,449	+16%	+$142K	0.01%	1035
2025 Q2	$871K	Buy	15,321 +5,489	+56%	+$305K	0.01%	1114
2025 Q1	$559K	Buy	9,832 +993	+11%	+$61.5K	0.01%	1290
2024 Q4	$545K	Buy	8,839 +1,218	+16%	+$78K	0.01%	1285
2024 Q3	$443K	Buy	7,621 +1,787	+31%	+$102K	0.01%	1395
2024 Q2	$275K	Buy	+5,834	New	+$264K	﹤0.01%	1640

Other funds holding CBU

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Atria Investments's CBU Position: Q1 2026 in Review

Atria Investments reduced its Community Bank (CBU) stake by 5.2% in Q1 2026, selling an estimated $64.1K and leaving 18,995 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #996.

Atria Investments first reported a position in CBU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q4 2025. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

Atria Investments held 18,995 shares of Community Bank worth $1.11M as of Q1 2026.
Atria Investments sold 1,047 Community Bank shares in Q1 2026, an estimated $64.1K.
Community Bank made up 0.01% of Atria Investments's portfolio in Q1 2026, its #996 holding.
Atria Investments first reported a position in Community Bank in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Community Bank position peaked at $1.15M in Q4 2025.
264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.