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Congress Wealth Management’s Community Bank CBU Stock Holding History

Congress 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
-6,256
Closed -$386K – 1072
2024
Q4 		$386K Buy
+6,256
New +$401K 0.01% 706
2022
Q1 		– Sell
-7,488
Closed -$558K – 596
2021
Q4 		$558K Buy
+7,488
New +$546K 0.01% 450

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Congress Wealth Management's CBU Position: Q1 2025 in Review

Congress Wealth Management sold out of Community Bank (CBU) in Q1 2025, closing a stake of 6,256 shares — an estimated $386K sold.

Congress Wealth Management first reported a position in CBU in Q4 2021 and held it in 2 quarters. The position peaked at $558K in Q4 2021. 267 funds tracked by Wall St. Rank hold CBU as of Q1 2025.

  • Congress Wealth Management reported no remaining Community Bank position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 6,256 Community Bank shares in Q1 2025, an estimated $386K.
  • Congress Wealth Management first reported a position in Community Bank in Q4 2021 and held it in 2 quarters.
  • Congress Wealth Management's Community Bank position peaked at $558K in Q4 2021.
  • 267 funds tracked by Wall St. Rank held Community Bank as of Q1 2025.

Based on Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.