Capital A Wealth Management’s Community Bank CBU Stock Holding History

Capital A Wealth Management’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
2025 Q1	–	Sell	-1	Closed	-$62	–	743
2024 Q4	$62	Buy	+1	New	+$64	﹤0.01%	808

Other funds holding CBU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital A Wealth Management's CBU Position: Q1 2025 in Review

Capital A Wealth Management sold out of Community Bank (CBU) in Q1 2025, closing a stake of 1 share — an estimated $62 sold.

Capital A Wealth Management first reported a position in CBU in Q4 2024 and held it in 1 quarter. The position peaked at $62 in Q4 2024. 267 funds tracked by Wall St. Rank hold CBU as of Q1 2025.

Capital A Wealth Management reported no remaining Community Bank position as of Q1 2025 after selling out during the quarter.
Capital A Wealth Management sold 1 Community Bank share in Q1 2025, an estimated $62.
Capital A Wealth Management first reported a position in Community Bank in Q4 2024 and held it in 1 quarter.
Capital A Wealth Management's Community Bank position peaked at $62 in Q4 2024.
267 funds tracked by Wall St. Rank held Community Bank as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.