Mackenzie Financial
CBU icon

Mackenzie Financial’s Community Bank CBU Stock Holding History

Mackenzie 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
2025
Q1 		– Sell
-3,310
Closed -$204K – 1698
2024
Q4 		$204K Buy
+3,310
New +$212K ﹤0.01% 1559
2023
Q1 		– Sell
-3,310
Closed -$208K – 1527
2022
Q4 		$208K Sell
3,310
-175
-5% -$10.9K ﹤0.01% 1237
2022
Q3 		$209K Sell
3,485
-245
-7% -$16.1K ﹤0.01% 1231
2022
Q2 		$236K Buy
3,730
+702
+23% +$46K ﹤0.01% 1208
2022
Q1 		$212K Buy
3,028
+128
+4% +$9.31K ﹤0.01% 1268
2021
Q4 		$216K Sell
2,900
-233
-7% -$17K ﹤0.01% 1306
2021
Q3 		$214K Buy
+3,133
New +$225K ﹤0.01% 1291

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

Mackenzie Financial's CBU Position: Q1 2025 in Review

Mackenzie Financial sold out of Community Bank (CBU) in Q1 2025, closing a stake of 3,310 shares — an estimated $204K sold.

Mackenzie Financial first reported a position in CBU in Q3 2021 and held it in 7 quarters. The position peaked at $236K in Q2 2022. 267 funds tracked by Wall St. Rank hold CBU as of Q1 2025.

  • Mackenzie Financial reported no remaining Community Bank position as of Q1 2025 after selling out during the quarter.
  • Mackenzie Financial sold 3,310 Community Bank shares in Q1 2025, an estimated $204K.
  • Mackenzie Financial first reported a position in Community Bank in Q3 2021 and held it in 7 quarters.
  • Mackenzie Financial's Community Bank position peaked at $236K in Q2 2022.
  • 267 funds tracked by Wall St. Rank held Community Bank as of Q1 2025.

Based on Mackenzie Financial's 13F filing for Q1 2025, filed 7 May 2025.