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Paloma Partners’s Community Bank CBU Stock Holding History

Paloma Partners’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
2024
Q4 		– Sell
-9,674
Closed -$562K – 406
2024
Q3 		$562K Buy
+9,674
New +$554K 0.02% 591
2021
Q1 		– Sell
-6,226
Closed -$388K – 2055
2020
Q4 		$388K Buy
+6,226
New +$382K 0.01% 1038
2020
Q1 		– Sell
-25,942
Closed -$1.84M – 1337
2019
Q4 		$1.84M Buy
25,942
+21,511
+485% +$1.44M 0.03% 631
2019
Q3 		$273K Buy
+4,431
New +$280K 0.01% 1581
2019
Q1 		– Sell
-29,695
Closed -$1.73M – 1702
2018
Q4 		$1.73M Buy
+29,695
New +$1.79M 0.05% 289
2018
Q1 		– Sell
-70,267
Closed -$3.78M – 1967
2017
Q4 		$3.78M Buy
70,267
+60,793
+642% +$3.3M 0.05% 376
2017
Q3 		$523K Buy
+9,474
New +$506K 0.01% 1505
2017
Q1 		– Sell
-102,593
Closed -$6.34M – 1979
2016
Q4 		$6.34M Buy
+102,593
New +$5.48M 0.06% 203
2016
Q3 		– Sell
-21,597
Closed -$887K – 1857
2016
Q2 		$887K Sell
21,597
-3,769
-15% -$150K 0.01% 1234
2016
Q1 		$970K Buy
25,366
+16,496
+186% +$615K 0.02% 891
2015
Q4 		$354K Buy
+8,870
New +$360K 0.01% 1236
2015
Q3 		– Sell
-5,973
Closed -$226K – 1632
2015
Q2 		$226K Sell
5,973
-2,731
-31% -$98.1K ﹤0.01% 1485
2015
Q1 		$308K Buy
+8,704
New +$308K 0.01% 947

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paloma Partners's CBU Position: Q4 2024 in Review

Paloma Partners sold out of Community Bank (CBU) in Q4 2024, closing a stake of 9,674 shares — an estimated $562K sold.

Paloma Partners first reported a position in CBU in Q1 2015 and held it in 13 quarters. The position peaked at $6.34M in Q4 2016. 254 funds tracked by Wall St. Rank hold CBU as of Q4 2024.

  • Paloma Partners reported no remaining Community Bank position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 9,674 Community Bank shares in Q4 2024, an estimated $562K.
  • Paloma Partners first reported a position in Community Bank in Q1 2015 and held it in 13 quarters.
  • Paloma Partners's Community Bank position peaked at $6.34M in Q4 2016.
  • 254 funds tracked by Wall St. Rank held Community Bank as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.