DJSG
CBU icon

D.J. St. Germain’s Community Bank CBU Stock Holding History

D.J. St. Germain’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
Q1 		$24.5K Hold
417
– – ﹤0.01% 544
2025
Q4 		$24K Hold
417
– – ﹤0.01% 559
2025
Q3 		$24.5K Hold
417
– – ﹤0.01% 558
2025
Q2 		$23.7K Hold
417
– – ﹤0.01% 557
2025
Q1 		$23.7K Hold
417
– – ﹤0.01% 483
2024
Q4 		$25.7K Hold
417
– – ﹤0.01% 497
2024
Q3 		$24.2K Hold
417
– – ﹤0.01% 455
2024
Q2 		$19.7K Hold
417
– – ﹤0.01% 478
2024
Q1 		$20K Hold
417
– – ﹤0.01% 486
2023
Q4 		$21.7K Hold
417
– – ﹤0.01% 471
2023
Q3 		$17.6K Hold
417
– – ﹤0.01% 477
2023
Q2 		$19.5K Buy
+417
New +$20.4K ﹤0.01% 474

Other funds holding CBU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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