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HRT Financial’s Community Bank CBU Stock Holding History

HRT Financial’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 		– Sell
-25,942
Closed -$1.49M – 3866
2025
Q4 		$1.49M Sell
25,942
-3,290
-11% -$189K ﹤0.01% 1484
2025
Q3 		$1.71M Buy
29,232
+25,637
+713% +$1.48M 0.01% 1229
2025
Q2 		$204K Sell
3,595
-1,365
-28% -$75.8K ﹤0.01% 2067
2025
Q1 		$282K Buy
+4,960
New +$307K ﹤0.01% 1804
2024
Q4 		– Sell
-66,101
Closed -$3.84M – 2492
2024
Q3 		$3.84M Buy
66,101
+57,631
+680% +$3.3M 0.02% 577
2024
Q2 		$399K Sell
8,470
-7,683
-48% -$348K ﹤0.01% 1387
2024
Q1 		$775K Buy
16,153
+3,221
+25% +$150K ﹤0.01% 1012
2023
Q4 		$673K Sell
12,932
-203,848
-94% -$9.16M ﹤0.01% 1190
2023
Q3 		$9.15M Buy
216,780
+194,246
+862% +$9.21M 0.09% 151
2023
Q2 		$1.06M Sell
22,534
-16,755
-43% -$821K 0.01% 921
2023
Q1 		$2.06M Buy
39,289
+35,419
+915% +$2.07M 0.03% 576
2022
Q4 		$243K Buy
+3,870
New +$242K ﹤0.01% 1847
2022
Q2 		– Sell
-3,082
Closed -$216K – 2995
2022
Q1 		$216K Sell
3,082
-41,691
-93% -$3.03M ﹤0.01% 2443
2021
Q4 		$3.33M Buy
44,773
+8,094
+22% +$590K 0.02% 423
2021
Q3 		$2.51M Buy
+36,679
New +$2.63M 0.02% 594
2021
Q1 		– Sell
-4,758
Closed -$296K – 2722
2020
Q4 		$296K Buy
+4,758
New +$292K 0.01% 1288
2020
Q3 		– Sell
-20,459
Closed -$1.17M – 1928
2020
Q2 		$1.17M Buy
+20,459
New +$1.2M 0.04% 501
2020
Q1 		– Sell
-2,991
Closed -$212K – 823
2019
Q4 		$212K Sell
2,991
-597
-17% -$40K 0.01% 916
2019
Q3 		$221K Buy
+3,588
New +$227K 0.01% 1097

Other funds holding CBU

BlackRock
BlackRock New York $5.72T 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

HRT Financial's CBU Position: Q1 2026 in Review

HRT Financial sold out of Community Bank (CBU) in Q1 2026, closing a stake of 25,942 shares — an estimated $1.49M sold.

HRT Financial first reported a position in CBU in Q3 2019 and held it in 19 quarters. The position peaked at $9.15M in Q3 2023. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • HRT Financial reported no remaining Community Bank position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 25,942 Community Bank shares in Q1 2026, an estimated $1.49M.
  • HRT Financial first reported a position in Community Bank in Q3 2019 and held it in 19 quarters.
  • HRT Financial's Community Bank position peaked at $9.15M in Q3 2023.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.