Nisa Investment Advisors
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Nisa Investment Advisors’s Community Bank CBU Stock Holding History

Nisa Investment 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 		$975K Sell
16,488
-3,492
-17% -$214K ﹤0.01% 790
2025
Q4 		$1.16M Buy
19,980
+33
+0.2% +$1.9K ﹤0.01% 778
2025
Q3 		$1.18M Sell
19,947
-4,847
-20% -$281K ﹤0.01% 794
2025
Q2 		$1.42M Buy
24,794
+129
+0.5% +$7.16K 0.01% 724
2025
Q1 		$1.41M Sell
24,665
-245
-1% -$15.2K 0.01% 733
2024
Q4 		$1.55M Sell
24,910
-100
-0.4% -$6.4K 0.01% 763
2024
Q3 		$1.46M Buy
25,010
+100
+0.4% +$5.73K 0.01% 753
2024
Q2 		$1.19M Buy
24,910
+15
+0.1% +$679 0.01% 831
2024
Q1 		$1.21M Buy
24,895
+360
+1% +$16.8K 0.01% 820
2023
Q4 		$1.28M Sell
24,535
-3,602
-13% -$162K 0.01% 784
2023
Q3 		$1.19M Buy
28,137
+3,915
+16% +$186K 0.01% 819
2023
Q2 		$1.14M Sell
24,222
-3,451
-12% -$169K 0.01% 847
2023
Q1 		$1.45M Buy
27,673
+2,700
+11% +$158K 0.01% 747
2022
Q4 		$1.57M Hold
24,973
– – 0.01% 796
2022
Q3 		$1.5M Buy
24,973
+33
+0.1% +$2.17K 0.01% 703
2022
Q2 		$1.58M Hold
24,940
– – 0.01% 697
2022
Q1 		$1.75M Sell
24,940
-270
-1% -$19.6K 0.01% 700
2021
Q4 		$1.8M Hold
25,210
– – 0.01% 670
2021
Q3 		$1.73K Sell
25,210
-200
-0.8% -$14.3K 0.01% 738
2021
Q2 		$1.92K Sell
25,410
-4,700
-16% -$370K 0.01% 728
2021
Q1 		$2.31K Sell
30,110
-2,700
-8% -$194K 0.01% 672
2020
Q4 		$2.04M Buy
32,810
+400
+1% +$24.5K 0.01% 689
2020
Q3 		$1.76M Hold
32,410
– – 0.01% 634
2020
Q2 		$1.85M Hold
32,410
– – 0.02% 604
2020
Q1 		$1.91M Sell
32,410
-1,690
-5% -$110K 0.02% 546
2019
Q4 		$2.42M Hold
34,100
– – 0.02% 580
2019
Q3 		$2.1M Buy
34,100
+300
+0.9% +$18.9K 0.02% 620
2019
Q2 		$2.23M Hold
33,800
– – 0.02% 601
2019
Q1 		$2.02M Hold
33,800
– – 0.02% 612
2018
Q4 		$1.97M Hold
33,800
– – 0.02% 575
2018
Q3 		$2.06M Hold
33,800
– – 0.02% 649
2018
Q2 		$2M Hold
33,800
– – 0.02% 603
2018
Q1 		$1.81M Sell
33,800
-10,220
-23% -$557K 0.02% 632
2017
Q4 		$2.37M Hold
44,020
– – 0.02% 554
2017
Q3 		$2.43M Sell
44,020
-4,800
-10% -$257K 0.03% 528
2017
Q2 		$2.67M Sell
48,820
-6,180
-11% -$342K 0.03% 508
2017
Q1 		$3.02M Sell
55,000
-2,600
-5% -$152K 0.04% 473
2016
Q4 		$3.56M Sell
57,600
-8,700
-13% -$465K 0.04% 406
2016
Q3 		$3.19M Hold
66,300
– – 0.04% 417
2016
Q2 		$2.72M Buy
66,300
+4,800
+8% +$191K 0.04% 459
2016
Q1 		$2.35M Buy
61,500
+11,900
+24% +$444K 0.03% 488
2015
Q4 		$1.98M Sell
49,600
-5,600
-10% -$227K 0.03% 542
2015
Q3 		$2.02M Buy
55,200
+5,600
+11% +$208K 0.03% 530
2015
Q2 		$1.87M Sell
49,600
-900
-2% -$32.3K 0.03% 590
2015
Q1 		$1.79M Buy
50,500
+3,100
+7% +$110K 0.02% 613
2014
Q4 		$1.81M Hold
47,400
– – 0.02% 610
2014
Q3 		$1.59M Sell
47,400
-1,500
-3% -$53.1K 0.02% 626
2014
Q2 		$1.77M Buy
48,900
+15,000
+44% +$554K 0.02% 610
2014
Q1 		$1.32M Sell
33,900
-1,400
-4% -$51.9K 0.02% 693
2013
Q4 		$1.4M Buy
35,300
+300
+0.9% +$11.1K 0.02% 673
2013
Q3 		$1.19M Hold
35,000
– – 0.02% 709
2013
Q2 		$1.08M Buy
+35,000
New +$1.02M 0.02% 743

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Nisa Investment Advisors's CBU Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Community Bank (CBU) stake by 17% in Q1 2026, selling an estimated $214K and leaving 16,488 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Nisa Investment Advisors first reported a position in CBU in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.56M in Q4 2016. 265 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Nisa Investment Advisors held 16,488 shares of Community Bank worth $975K as of Q1 2026.
  • Nisa Investment Advisors sold 3,492 Community Bank shares in Q1 2026, an estimated $214K.
  • Community Bank made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #790 holding.
  • Nisa Investment Advisors first reported a position in Community Bank in Q2 2013 and has held it in 52 quarters since.
  • Nisa Investment Advisors's Community Bank position peaked at $3.56M in Q4 2016.
  • 265 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.