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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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