HM Payson & Co’s Community Bank CBU Stock Holding History

HM Payson & Co’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
2024 Q4	–	Sell	-18	Closed	-$1.05K	–	1048
2024 Q3	$1.05K	Buy	+18	New	+$1.03K	﹤0.01%	1021

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HM Payson & Co's CBU Position: Q4 2024 in Review

HM Payson & Co sold out of Community Bank (CBU) in Q4 2024, closing a stake of 18 shares — an estimated $1.05K sold.

HM Payson & Co first reported a position in CBU in Q3 2024 and held it in 1 quarter. The position peaked at $1.05K in Q3 2024. 254 funds tracked by Wall St. Rank hold CBU as of Q4 2024.

HM Payson & Co reported no remaining Community Bank position as of Q4 2024 after selling out during the quarter.
HM Payson & Co sold 18 Community Bank shares in Q4 2024, an estimated $1.05K.
HM Payson & Co first reported a position in Community Bank in Q3 2024 and held it in 1 quarter.
HM Payson & Co's Community Bank position peaked at $1.05K in Q3 2024.
254 funds tracked by Wall St. Rank held Community Bank as of Q4 2024.

Based on HM Payson & Co's 13F filing for Q4 2024, filed 7 Feb 2025.