Marshall Wace
CBU icon

Marshall Wace’s Community Bank CBU Stock Holding History

Marshall Wace’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
2026
Q2 		– Sell
-3,688
Closed -$216K – 3204
2026
Q1 		$216K Buy
+3,688
New +$226K ﹤0.01% 2766
2025
Q1 		– Sell
-5,800
Closed -$358K – 2655
2024
Q4 		$358K Sell
5,800
-7,670
-57% -$491K ﹤0.01% 2179
2024
Q3 		$782K Buy
13,470
+2,080
+18% +$119K ﹤0.01% 1750
2024
Q2 		$538K Buy
+11,390
New +$515K ﹤0.01% 1935
2023
Q4 		– Sell
-90,202
Closed -$3.81M – 2208
2023
Q3 		$3.81M Buy
+90,202
New +$4.28M 0.01% 973
2023
Q2 		– Sell
-49,777
Closed -$2.61M – 2505
2023
Q1 		$2.61M Buy
+49,777
New +$2.92M 0.01% 1308

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Marshall Wace's CBU Position: Q2 2026 in Review

Marshall Wace sold out of Community Bank (CBU) in Q2 2026, closing a stake of 3,688 shares — an estimated $216K sold.

Marshall Wace first reported a position in CBU in Q1 2023 and held it in 6 quarters. The position peaked at $3.81M in Q3 2023. 281 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Marshall Wace reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 3,688 Community Bank shares in Q2 2026, an estimated $216K.
  • Marshall Wace first reported a position in Community Bank in Q1 2023 and held it in 6 quarters.
  • Marshall Wace's Community Bank position peaked at $3.81M in Q3 2023.
  • 281 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.