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Community Financial Services Group’s Bloom Energy BE Stock Holding History

Community Financial Services Group’s Portfolio BE Stock Details BE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.2K Sell
125
-25
-17% -$6.41K 0.01% 259
2026
Q1 		$19.9K Buy
+150
New +$22K ﹤0.01% 261

Other funds holding BE

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FC
Family CFO Los Altos, California $260M AUM 43.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Community Financial Services Group's BE Position: Q2 2026 in Review

Community Financial Services Group reduced its Bloom Energy (BE) stake by 17% in Q2 2026, selling an estimated $6.41K and leaving 125 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #259.

Community Financial Services Group first reported a position in BE in Q1 2026 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold BE as of Q2 2026.

  • Community Financial Services Group held 125 shares of Bloom Energy worth $36.2K as of Q2 2026.
  • Community Financial Services Group sold 25 Bloom Energy shares in Q2 2026, an estimated $6.41K.
  • Bloom Energy made up 0.01% of Community Financial Services Group's portfolio in Q2 2026, its #259 holding.
  • Community Financial Services Group first reported a position in Bloom Energy in Q1 2026 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Bloom Energy as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.