Jain Global’s Community Bank CBU Stock Holding History

Jain Global’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	-3,611	Closed	-$205K	–	1230
2025 Q1	$205K	Sell	3,611 -3,699	-51%	-$229K	﹤0.01%	850
2024 Q4	$451K	Buy	+7,310	New	+$468K	0.01%	468

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Jain Global's CBU Position: Q2 2025 in Review

Jain Global sold out of Community Bank (CBU) in Q2 2025, closing a stake of 3,611 shares — an estimated $205K sold.

Jain Global first reported a position in CBU in Q4 2024 and held it in 2 quarters. The position peaked at $451K in Q4 2024. 258 funds tracked by Wall St. Rank hold CBU as of Q2 2025.

Jain Global reported no remaining Community Bank position as of Q2 2025 after selling out during the quarter.
Jain Global sold 3,611 Community Bank shares in Q2 2025, an estimated $205K.
Jain Global first reported a position in Community Bank in Q4 2024 and held it in 2 quarters.
Jain Global's Community Bank position peaked at $451K in Q4 2024.
258 funds tracked by Wall St. Rank held Community Bank as of Q2 2025.

Based on Jain Global's 13F filing for Q2 2025, filed 14 Aug 2025.