Pathstone Holdings
CBU icon

Pathstone Holdings’s Community Bank CBU Stock Holding History

Pathstone Holdings’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
Q2 		$449K Sell
6,679
-29
-0.4% -$1.83K ﹤0.01% 1919
2026
Q1 		$395K Buy
6,708
+1,224
+22% +$74.9K ﹤0.01% 1858
2025
Q4 		$315K Sell
5,484
-66
-1% -$3.8K ﹤0.01% 1942
2025
Q3 		$326K Sell
5,550
-35
-0.6% -$2.03K ﹤0.01% 1996
2025
Q2 		$318K Buy
+5,585
New +$310K ﹤0.01% 1910
2025
Q1 		– Sell
-3,868
Closed -$239K – 2274
2024
Q4 		$239K Buy
3,868
+64
+2% +$4.1K ﹤0.01% 2080
2024
Q3 		$221K Buy
+3,804
New +$218K ﹤0.01% 2121

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Pathstone Holdings's CBU Position: Q2 2026 in Review

Pathstone Holdings reduced its Community Bank (CBU) stake by 0.43% in Q2 2026, selling an estimated $1.83K and leaving 6,679 shares worth $449K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Pathstone Holdings first reported a position in CBU in Q3 2024 and has held it in 7 quarters since. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Pathstone Holdings held 6,679 shares of Community Bank worth $449K as of Q2 2026.
  • Pathstone Holdings sold 29 Community Bank shares in Q2 2026, an estimated $1.83K.
  • Community Bank made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1919 holding.
  • Pathstone Holdings first reported a position in Community Bank in Q3 2024 and has held it in 7 quarters since.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.