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LGT Financial Advisors’s Community Bank CBU Stock Holding History

LGT Financial Advisors’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
-71
Closed -$4.38K – 368
2024
Q4 		$4.38K Hold
71
– – 0.01% 572
2024
Q3 		$4.12K Hold
71
– – 0.01% 570
2024
Q2 		$3.35K Hold
71
– – 0.01% 660
2024
Q1 		$3.41K Hold
71
– – ﹤0.01% 677
2023
Q4 		$3.7K Hold
71
– – ﹤0.01% 683
2023
Q3 		$3K Buy
+71
New +$3.37K ﹤0.01% 725

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

LGT Financial Advisors's CBU Position: Q1 2025 in Review

LGT Financial Advisors sold out of Community Bank (CBU) in Q1 2025, closing a stake of 71 shares — an estimated $4.38K sold.

LGT Financial Advisors first reported a position in CBU in Q3 2023 and held it in 6 quarters. The position peaked at $4.38K in Q4 2024. 267 funds tracked by Wall St. Rank hold CBU as of Q1 2025.

  • LGT Financial Advisors reported no remaining Community Bank position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 71 Community Bank shares in Q1 2025, an estimated $4.38K.
  • LGT Financial Advisors first reported a position in Community Bank in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Community Bank position peaked at $4.38K in Q4 2024.
  • 267 funds tracked by Wall St. Rank held Community Bank as of Q1 2025.

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