Capstone Investment Advisors
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Capstone Investment Advisors’s Community Bank CBU Stock Holding History

Capstone Investment Advisors’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 		– Sell
-4,589
Closed -$269K – 1689
2026
Q1 		$269K Buy
+4,589
New +$281K ﹤0.01% 1409
2024
Q3 		– Sell
-11,379
Closed -$537K – 1942
2024
Q2 		$537K Buy
+11,379
New +$515K ﹤0.01% 1272

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 $3.37T AUM 44.26% 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

Capstone Investment Advisors's CBU Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Community Bank (CBU) in Q2 2026, closing a stake of 4,589 shares — an estimated $269K sold.

Capstone Investment Advisors first reported a position in CBU in Q2 2024 and held it in 2 quarters. The position peaked at $537K in Q2 2024. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 4,589 Community Bank shares in Q2 2026, an estimated $269K.
  • Capstone Investment Advisors first reported a position in Community Bank in Q2 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Community Bank position peaked at $537K in Q2 2024.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.