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Next Financial Group’s Community Bank CBU Stock Holding History

Next 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
2021
Q4 		$7K Buy
+89
New +$6.49K ﹤0.01% 2303
2014
Q3 		– Sell
-72
Closed -$3K – 2505
2014
Q2 		$3K Buy
+72
New +$2.66K ﹤0.01% 1013

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Next Financial Group's CBU Position: Q4 2021 in Review

Next Financial Group opened a new position in Community Bank (CBU) in Q4 2021: 89 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #2303 among its holdings. This is a return to the name: Next Financial Group previously reported a position in CBU as recently as Q2 2014.

Next Financial Group first reported a position in CBU in Q2 2014 and has held it in 2 quarters since. 244 funds tracked by Wall St. Rank hold CBU as of Q4 2021.

  • Next Financial Group held 89 shares of Community Bank worth $7K as of Q4 2021.
  • Community Bank was a new Next Financial Group position in Q4 2021.
  • Community Bank made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2303 holding.
  • Next Financial Group first reported a position in Community Bank in Q2 2014 and has held it in 2 quarters since.
  • 244 funds tracked by Wall St. Rank held Community Bank as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.