Natixis Advisors
CBU icon

Natixis Advisors’s Community Bank CBU Stock Holding History

Natixis 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
2026
Q1 		$671K Buy
+11,438
New +$700K ﹤0.01% 1470
2025
Q3 		– Sell
-12,073
Closed -$687K – 1632
2025
Q2 		$687K Sell
12,073
-45
-0.4% -$2.5K ﹤0.01% 1405
2025
Q1 		$689K Sell
12,118
-2,009
-14% -$124K ﹤0.01% 1391
2024
Q4 		$871K Buy
14,127
+639
+5% +$40.9K ﹤0.01% 1345
2024
Q3 		$783K Buy
13,488
+1,228
+10% +$70.3K ﹤0.01% 1359
2024
Q2 		$579K Buy
12,260
+2,226
+22% +$101K ﹤0.01% 1403
2024
Q1 		$482K Buy
+10,034
New +$468K ﹤0.01% 1403
2023
Q3 		– Sell
-10,832
Closed -$508K – 1491
2023
Q2 		$508K Buy
+10,832
New +$531K ﹤0.01% 1333
2022
Q4 		– Sell
-11,151
Closed -$670K – 1454
2022
Q3 		$670K Buy
11,151
+765
+7% +$50.4K ﹤0.01% 1207
2022
Q2 		$657K Buy
+10,386
New +$680K ﹤0.01% 1210

Other funds holding CBU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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