JFG
CBU icon

Jefferies Financial Group’s Community Bank CBU Stock Holding History

Jefferies Financial Group’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
Q1 		– Sell
-14,175
Closed -$874K – 1653
2024
Q4 		$874K Buy
+14,175
New +$908K 0.01% 926
2023
Q4 		– Sell
-11,170
Closed -$471K – 1723
2023
Q3 		$471K Buy
+11,170
New +$529K ﹤0.01% 1087
2023
Q1 		– Sell
-11,700
Closed -$737K – 1659
2022
Q4 		$737K Buy
+11,700
New +$732K 0.01% 943

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

Jefferies Financial Group's CBU Position: Q1 2025 in Review

Jefferies Financial Group sold out of Community Bank (CBU) in Q1 2025, closing a stake of 14,175 shares — an estimated $874K sold.

Jefferies Financial Group first reported a position in CBU in Q4 2022 and held it in 3 quarters. The position peaked at $874K in Q4 2024. 267 funds tracked by Wall St. Rank hold CBU as of Q1 2025.

  • Jefferies Financial Group reported no remaining Community Bank position as of Q1 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 14,175 Community Bank shares in Q1 2025, an estimated $874K.
  • Jefferies Financial Group first reported a position in Community Bank in Q4 2022 and held it in 3 quarters.
  • Jefferies Financial Group's Community Bank position peaked at $874K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Community Bank as of Q1 2025.

Based on Jefferies Financial Group's 13F filing for Q1 2025, filed 8 May 2025.