One Day In July LLC’s Community Bank CBU Stock Holding History

One Day In July LLC’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 Q1	–	Sell	-3,967	Closed	-$245K	–	136
2024 Q4	$245K	Hold	3,967	–	–	0.03%	116
2024 Q3	$230K	Buy	+3,967	New	+$227K	0.03%	125
2024 Q1	–	Sell	-4,000	Closed	-$208K	–	131
2023 Q4	$208K	Buy	+4,000	New	+$180K	0.03%	111
2023 Q2	–	Sell	-4,000	Closed	-$210K	–	94
2023 Q1	$210K	Hold	4,000	–	–	0.04%	87
2022 Q4	$252K	Hold	4,000	–	–	0.05%	76
2022 Q3	$240K	Hold	4,000	–	–	0.06%	66
2022 Q2	$253K	Buy	+4,000	New	+$262K	0.06%	65

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

One Day In July LLC's CBU Position: Q1 2025 in Review

One Day In July LLC sold out of Community Bank (CBU) in Q1 2025, closing a stake of 3,967 shares — an estimated $245K sold.

One Day In July LLC first reported a position in CBU in Q2 2022 and held it in 7 quarters. The position peaked at $253K in Q2 2022. 267 funds tracked by Wall St. Rank hold CBU as of Q1 2025.

One Day In July LLC reported no remaining Community Bank position as of Q1 2025 after selling out during the quarter.
One Day In July LLC sold 3,967 Community Bank shares in Q1 2025, an estimated $245K.
One Day In July LLC first reported a position in Community Bank in Q2 2022 and held it in 7 quarters.
One Day In July LLC's Community Bank position peaked at $253K in Q2 2022.
267 funds tracked by Wall St. Rank held Community Bank as of Q1 2025.

Based on One Day In July LLC's 13F filing for Q1 2025, filed 29 Apr 2025.