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Global Financial Private Client’s Community Bank CBU Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-7
Closed -$398 – 440
2025
Q1 		$398 Buy
7
+4
+133% +$248 ﹤0.01% 1366
2024
Q4 		$185 Buy
+3
New +$192 ﹤0.01% 1297

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

Global Financial Private Client's CBU Position: Q2 2025 in Review

Global Financial Private Client sold out of Community Bank (CBU) in Q2 2025, closing a stake of 7 shares — an estimated $398 sold.

Global Financial Private Client first reported a position in CBU in Q4 2024 and held it in 2 quarters. The position peaked at $398 in Q1 2025. 258 funds tracked by Wall St. Rank hold CBU as of Q2 2025.

  • Global Financial Private Client reported no remaining Community Bank position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 7 Community Bank shares in Q2 2025, an estimated $398.
  • Global Financial Private Client first reported a position in Community Bank in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Community Bank position peaked at $398 in Q1 2025.
  • 258 funds tracked by Wall St. Rank held Community Bank as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.