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Occudo Quantitative Strategies’s Community Bank CBU Stock Holding History

Occudo Quantitative Strategies’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
2025
Q3 		– Sell
-13,385
Closed -$761K – 688
2025
Q2 		$761K Buy
13,385
+3,763
+39% +$209K 0.09% 284
2025
Q1 		$546K Sell
9,622
-2,097
-18% -$130K 0.07% 346
2024
Q4 		$723K Sell
11,719
-6,713
-36% -$430K 0.13% 220
2024
Q3 		$1.07M Buy
+18,432
New +$1.06M 0.2% 141
2022
Q4 		– Sell
-8,629
Closed -$518K – 1004
2022
Q3 		$518K Sell
8,629
-16,741
-66% -$1.1M 0.04% 648
2022
Q2 		$1.6M Buy
25,370
+98
+0.4% +$6.42K 0.13% 238
2022
Q1 		$1.77M Sell
25,272
-1,231
-5% -$89.5K 0.15% 208
2021
Q4 		$1.97M Buy
26,503
+8,160
+44% +$595K 0.17% 160
2021
Q3 		$1.25M Buy
+18,343
New +$1.32M 0.15% 196

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIG
NFJ Investment Group Dallas, Texas $2.64B AUM 23.86% 1-Year Est. Return

Occudo Quantitative Strategies's CBU Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of Community Bank (CBU) in Q3 2025, closing a stake of 13,385 shares — an estimated $761K sold.

Occudo Quantitative Strategies first reported a position in CBU in Q3 2021 and held it in 9 quarters. The position peaked at $1.97M in Q4 2021. 255 funds tracked by Wall St. Rank hold CBU as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining Community Bank position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 13,385 Community Bank shares in Q3 2025, an estimated $761K.
  • Occudo Quantitative Strategies first reported a position in Community Bank in Q3 2021 and held it in 9 quarters.
  • Occudo Quantitative Strategies's Community Bank position peaked at $1.97M in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Community Bank as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.