CAL
GBNY

Capital Advisors Ltd’s Generations Bancorp NY, Inc. Common Stock GBNY Stock Holding History

Capital Advisors Ltd’s Portfolio GBNY Stock Details GBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40
Closed – – 1697
2024
Q1 		$0 Buy
+40
New +$415 ﹤0.01% 1596

Other funds holding GBNY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Advisors Ltd's GBNY Position: Q2 2024 in Review

Capital Advisors Ltd sold out of Generations Bancorp NY, Inc. Common Stock (GBNY) in Q2 2024, closing a stake of 40 shares.

Capital Advisors Ltd first reported a position in GBNY in Q1 2024 and held it in 1 quarter. The position peaked at $0 in Q1 2024. 11 funds tracked by Wall St. Rank hold GBNY as of Q2 2024.

  • Capital Advisors Ltd reported no remaining Generations Bancorp NY, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Capital Advisors Ltd sold 40 Generations Bancorp NY, Inc. Common Stock shares in Q2 2024.
  • Capital Advisors Ltd first reported a position in Generations Bancorp NY, Inc. Common Stock in Q1 2024 and held it in 1 quarter.
  • Capital Advisors Ltd's Generations Bancorp NY, Inc. Common Stock position peaked at $0 in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Generations Bancorp NY, Inc. Common Stock as of Q2 2024.

Based on Capital Advisors Ltd's 13F filing for Q2 2024, filed 25 Jul 2024.