Claris Advisors’s Community Bank CBU Stock Holding History

Claris 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
2024 Q4	–	Sell	-3	Closed	-$174	–	250
2024 Q3	$174	Buy	+3	New	+$172	﹤0.01%	1000

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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

Claris Advisors's CBU Position: Q4 2024 in Review

Claris Advisors sold out of Community Bank (CBU) in Q4 2024, closing a stake of 3 shares — an estimated $174 sold.

Claris Advisors first reported a position in CBU in Q3 2024 and held it in 1 quarter. The position peaked at $174 in Q3 2024. 254 funds tracked by Wall St. Rank hold CBU as of Q4 2024.

Claris Advisors reported no remaining Community Bank position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Community Bank shares in Q4 2024, an estimated $174.
Claris Advisors first reported a position in Community Bank in Q3 2024 and held it in 1 quarter.
Claris Advisors's Community Bank position peaked at $174 in Q3 2024.
254 funds tracked by Wall St. Rank held Community Bank as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.