Mendota Financial Group’s Community Bank CBU Stock Holding History

Mendota Financial Group’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
2024 Q4	–	Sell	-3	Closed	-$175	–	512
2024 Q3	$175	Buy	+3	New	+$172	﹤0.01%	675

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

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

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

Mendota Financial Group's CBU Position: Q4 2024 in Review

Mendota Financial Group sold out of Community Bank (CBU) in Q4 2024, closing a stake of 3 shares — an estimated $175 sold.

Mendota Financial Group first reported a position in CBU in Q3 2024 and held it in 1 quarter. The position peaked at $175 in Q3 2024. 254 funds tracked by Wall St. Rank hold CBU as of Q4 2024.

Mendota Financial Group reported no remaining Community Bank position as of Q4 2024 after selling out during the quarter.
Mendota Financial Group sold 3 Community Bank shares in Q4 2024, an estimated $175.
Mendota Financial Group first reported a position in Community Bank in Q3 2024 and held it in 1 quarter.
Mendota Financial Group's Community Bank position peaked at $175 in Q3 2024.
254 funds tracked by Wall St. Rank held Community Bank as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.