Jump Financial’s Community Bank CBU Stock Holding History

Jump 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
2023 Q2	–	Sell	-11,718	Closed	-$615K	–	1826
2023 Q1	$615K	Buy	11,718 +4,523	+63%	+$265K	0.03%	798
2022 Q4	$453K	Buy	+7,195	New	+$450K	0.02%	822

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

Goldman Sachs New York $871B AUM 31.28% 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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jump Financial's CBU Position: Q2 2023 in Review

Jump Financial sold out of Community Bank (CBU) in Q2 2023, closing a stake of 11,718 shares — an estimated $615K sold.

Jump Financial first reported a position in CBU in Q4 2022 and held it in 2 quarters. The position peaked at $615K in Q1 2023. 222 funds tracked by Wall St. Rank hold CBU as of Q2 2023.

Jump Financial reported no remaining Community Bank position as of Q2 2023 after selling out during the quarter.
Jump Financial sold 11,718 Community Bank shares in Q2 2023, an estimated $615K.
Jump Financial first reported a position in Community Bank in Q4 2022 and held it in 2 quarters.
Jump Financial's Community Bank position peaked at $615K in Q1 2023.
222 funds tracked by Wall St. Rank held Community Bank as of Q2 2023.

Based on Jump Financial's 13F filing for Q2 2023, filed 7 Aug 2023.