BEI
CBU icon

Benjamin Edwards Inc’s Community Bank CBU Stock Holding History

Benjamin Edwards Inc’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 		$572K Buy
9,743
+1,228
+14% +$75.2K 0.01% 953
2025
Q4 		$489K Buy
8,515
+876
+11% +$50.4K 0.01% 953
2025
Q3 		$448K Buy
7,639
+2,332
+44% +$135K 0.01% 958
2025
Q2 		$302K Buy
5,307
+570
+12% +$31.6K ﹤0.01% 990
2025
Q1 		$269K Sell
4,737
-383
-7% -$23.7K ﹤0.01% 960
2024
Q4 		$316K Buy
5,120
+544
+12% +$34.8K ﹤0.01% 959
2024
Q3 		$266K Buy
4,576
+1,140
+33% +$65.3K ﹤0.01% 989
2024
Q2 		$162K Buy
3,436
+741
+27% +$33.5K 0.03% 371
2024
Q1 		$129K Buy
2,695
+780
+41% +$36.4K 0.03% 388
2023
Q4 		$100K Sell
1,915
-574
-23% -$25.8K 0.02% 415
2023
Q3 		$105K Buy
2,489
+1,277
+105% +$60.5K 0.02% 386
2023
Q2 		$57K Buy
1,212
+665
+122% +$32.6K 0.01% 452
2023
Q1 		$29K Buy
547
+336
+159% +$19.7K 0.01% 508
2022
Q4 		$13K Buy
+211
New +$13.2K ﹤0.01% 555

Other funds holding CBU

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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