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Global Retirement Partners’s Community Bank CBU Stock Holding History

Global Retirement Partners’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
-1
Closed -$64 – 3895
2025
Q2 		$64 Buy
+1
New +$56 ﹤0.01% 3736
2024
Q4 		$68 Hold
1
– – ﹤0.01% 3567
2024
Q3 		$64 Hold
1
– – ﹤0.01% 3430
2024
Q2 		$51 Hold
1
– – ﹤0.01% 3486
2024
Q1 		$52 Hold
1
– – ﹤0.01% 3326
2023
Q4 		$52 Hold
1
– – ﹤0.01% 3295
2023
Q3 		$44 Hold
1
– – ﹤0.01% 3203
2023
Q2 		$49 Hold
1
– – ﹤0.01% 3157
2023
Q1 		$50 Sell
1
-25
-96% -$1.46K ﹤0.01% 3148
2022
Q4 		$1.64K Sell
26
-21
-45% -$1.31K ﹤0.01% 2429
2022
Q3 		$3K Buy
47
+5
+12% +$329 ﹤0.01% 2073
2022
Q2 		$3K Buy
42
+26
+163% +$1.7K ﹤0.01% 2031
2022
Q1 		$1K Buy
+16
New +$1.16K ﹤0.01% 2336

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

Global Retirement Partners's CBU Position: Q3 2025 in Review

Global Retirement Partners sold out of Community Bank (CBU) in Q3 2025, closing a stake of 1 share — an estimated $64 sold.

Global Retirement Partners first reported a position in CBU in Q1 2022 and held it in 13 quarters. The position peaked at $3K in Q3 2022. 255 funds tracked by Wall St. Rank hold CBU as of Q3 2025.

  • Global Retirement Partners reported no remaining Community Bank position as of Q3 2025 after selling out during the quarter.
  • Global Retirement Partners sold 1 Community Bank share in Q3 2025, an estimated $64.
  • Global Retirement Partners first reported a position in Community Bank in Q1 2022 and held it in 13 quarters.
  • Global Retirement Partners's Community Bank position peaked at $3K in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Community Bank as of Q3 2025.

Based on Global Retirement Partners's 13F filing for Q3 2025, filed 21 Oct 2025.