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Blue Trust Inc’s Community Bank CBU Stock Holding History

Blue Trust 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 		$53.6K Hold
914
– – ﹤0.01% 1295
2025
Q4 		$52.5K Buy
914
+4
+0.4% +$230 ﹤0.01% 1347
2025
Q3 		$53.4K Buy
910
+110
+14% +$6.37K ﹤0.01% 1387
2025
Q2 		$45.5K Hold
800
– – ﹤0.01% 1477
2025
Q1 		$45.5K Hold
800
– – ﹤0.01% 1417
2024
Q4 		$49.3K Sell
800
-41
-5% -$2.63K ﹤0.01% 1305
2024
Q3 		$39.7K Buy
841
+41
+5% +$2.35K ﹤0.01% 1660
2024
Q2 		$38.4K Hold
800
– – ﹤0.01% 1368
2024
Q1 		$38.4K Hold
800
– – ﹤0.01% 1006
2023
Q4 		$34K Hold
800
– – ﹤0.01% 1080
2023
Q3 		$38K Sell
800
-15
-2% -$711 ﹤0.01% 938
2023
Q2 		$43K Buy
815
+10
+1% +$490 ﹤0.01% 744
2023
Q1 		$51K Buy
+805
New +$47.2K ﹤0.01% 1021

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VPM
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Fidelity Investments
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VCM
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Morgan Stanley
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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