GWM
CBU icon

Gitterman Wealth Management’s Community Bank CBU Stock Holding History

Gitterman 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
Q3 		– Sell
-2,957
Closed -$168K – 164
2025
Q2 		$168K Buy
+2,957
New +$164K 0.04% 180

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIG
NFJ Investment Group Dallas, Texas $2.64B AUM 23.86% 1-Year Est. Return

Gitterman Wealth Management's CBU Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Community Bank (CBU) in Q3 2025, closing a stake of 2,957 shares — an estimated $168K sold.

Gitterman Wealth Management first reported a position in CBU in Q2 2025 and held it in 1 quarter. The position peaked at $168K in Q2 2025. 255 funds tracked by Wall St. Rank hold CBU as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Community Bank position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 2,957 Community Bank shares in Q3 2025, an estimated $168K.
  • Gitterman Wealth Management first reported a position in Community Bank in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Community Bank position peaked at $168K in Q2 2025.
  • 255 funds tracked by Wall St. Rank held Community Bank as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.