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New Age Alpha Advisors’s Community Bank CBU Stock Holding History

New Age Alpha 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
Q2 		$229K Sell
3,416
-1,390
-29% -$87.9K 0.01% 740
2026
Q1 		$282K Sell
4,806
-119
-2% -$7.28K 0.01% 581
2025
Q4 		$283K Buy
4,925
+2,204
+81% +$127K 0.01% 558
2025
Q3 		$160K Sell
2,721
-52
-2% -$3.01K 0.01% 675
2025
Q2 		$158K Buy
2,773
+44
+2% +$2.44K 0.01% 668
2025
Q1 		$155K Sell
2,729
-6,816
-71% -$422K 0.01% 685
2024
Q4 		$589K Buy
+9,545
New +$611K 0.02% 505

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

New Age Alpha Advisors's CBU Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Community Bank (CBU) stake by 29% in Q2 2026, selling an estimated $87.9K and leaving 3,416 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #740.

New Age Alpha Advisors first reported a position in CBU in Q4 2024 and has held it in 7 quarters since. The position peaked at $589K in Q4 2024. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • New Age Alpha Advisors held 3,416 shares of Community Bank worth $229K as of Q2 2026.
  • New Age Alpha Advisors sold 1,390 Community Bank shares in Q2 2026, an estimated $87.9K.
  • Community Bank made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #740 holding.
  • New Age Alpha Advisors first reported a position in Community Bank in Q4 2024 and has held it in 7 quarters since.
  • New Age Alpha Advisors's Community Bank position peaked at $589K in Q4 2024.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.