MassMutual Private Wealth & Trust’s Community Bank CBU Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	–	Sell	-9,864	Closed	-$561K	–	2368
2025 Q1	$561K	Hold	9,864	–	–	0.02%	309
2024 Q4	$608K	Hold	9,864	–	–	0.02%	296
2024 Q3	$573K	Sell	9,864 -2,985	-23%	-$171K	0.02%	297
2024 Q2	$607K	Hold	12,849	–	–	0.02%	286
2024 Q1	$617K	Hold	12,849	–	–	0.02%	275
2023 Q4	$670K	Sell	12,849 -3,200	-20%	-$144K	0.02%	258
2023 Q3	$677K	Buy	+16,049	New	+$761K	0.03%	255
2023 Q2	–	Sell	-65	Closed	-$3.41K	–	1920
2023 Q1	$3.41K	Buy	+65	New	+$3.81K	﹤0.01%	1254
2022 Q4	–	Sell	-35	Closed	-$2K	–	1665
2022 Q3	$2K	Sell	35 -6	-15%	-$395	﹤0.01%	1184
2022 Q2	$3K	Buy	41 +34	+486%	+$2.23K	﹤0.01%	1023
2022 Q1	$0	Buy	+7	New	+$509	﹤0.01%	1521
2018 Q3	–	Sell	-8,500	Closed	-$502K	–	989
2018 Q2	$502K	Buy	+8,500	New	+$496K	0.04%	246

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MassMutual Private Wealth & Trust's CBU Position: Q2 2025 in Review

MassMutual Private Wealth & Trust sold out of Community Bank (CBU) in Q2 2025, closing a stake of 9,864 shares — an estimated $561K sold.

MassMutual Private Wealth & Trust first reported a position in CBU in Q2 2018 and held it in 12 quarters. The position peaked at $677K in Q3 2023. 258 funds tracked by Wall St. Rank hold CBU as of Q2 2025.

MassMutual Private Wealth & Trust reported no remaining Community Bank position as of Q2 2025 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 9,864 Community Bank shares in Q2 2025, an estimated $561K.
MassMutual Private Wealth & Trust first reported a position in Community Bank in Q2 2018 and held it in 12 quarters.
MassMutual Private Wealth & Trust's Community Bank position peaked at $677K in Q3 2023.
258 funds tracked by Wall St. Rank held Community Bank as of Q2 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2025, filed 9 Jul 2025.