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Principal Securities’s Community Bank CBU Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,510
Closed -$147K – 1670
2025
Q3 		$147K Buy
2,510
+176
+8% +$10.2K ﹤0.01% 1421
2025
Q2 		$133K Buy
2,334
+560
+32% +$31.1K ﹤0.01% 1416
2025
Q1 		$109K Hold
1,774
– – ﹤0.01% 1398
2024
Q4 		$109K Buy
1,774
+214
+14% +$13.7K ﹤0.01% 1398
2024
Q3 		$90.6K Buy
1,560
+183
+13% +$10.5K ﹤0.01% 1442
2024
Q2 		$65K Sell
1,377
-16
-1% -$724 ﹤0.01% 1491
2024
Q1 		$66.9K Buy
1,393
+1,220
+705% +$57K ﹤0.01% 1437
2023
Q4 		$9.02K Buy
+173
New +$7.77K ﹤0.01% 2299

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NIG
NFJ Investment Group Dallas, Texas $2.96B AUM 49.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Principal Securities's CBU Position: Q4 2025 in Review

Principal Securities sold out of Community Bank (CBU) in Q4 2025, closing a stake of 2,510 shares — an estimated $147K sold.

Principal Securities first reported a position in CBU in Q4 2023 and held it in 8 quarters. The position peaked at $147K in Q3 2025. 264 funds tracked by Wall St. Rank hold CBU as of Q4 2025.

  • Principal Securities reported no remaining Community Bank position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,510 Community Bank shares in Q4 2025, an estimated $147K.
  • Principal Securities first reported a position in Community Bank in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Community Bank position peaked at $147K in Q3 2025.
  • 264 funds tracked by Wall St. Rank held Community Bank as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.