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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
Q2 		$1.12M Sell
16,747
-2,248
-12% -$142K 0.01% 1049
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Atria Investments's CBU Position: Q2 2026 in Review

Atria Investments reduced its Community Bank (CBU) stake by 12% in Q2 2026, selling an estimated $142K and leaving 16,747 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1049.

Atria Investments first reported a position in CBU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q4 2025. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Atria Investments held 16,747 shares of Community Bank worth $1.12M as of Q2 2026.
  • Atria Investments sold 2,248 Community Bank shares in Q2 2026, an estimated $142K.
  • Community Bank made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1049 holding.
  • Atria Investments first reported a position in Community Bank in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's Community Bank position peaked at $1.15M in Q4 2025.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.