Rise Advisors’s Community Bank CBU Stock Holding History

Rise Advisors’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	-706	Closed	-$41.4K	–	319
2025 Q3	$41.4K	Buy	706 +3	+0.4%	+$174	0.01%	296
2025 Q2	$40K	Buy	703 +5	+0.7%	+$278	0.02%	283
2025 Q1	$39.7K	Buy	698 +229	+49%	+$14.2K	0.02%	270
2024 Q4	$28.9K	Buy	469 +4	+0.9%	+$256	0.01%	411
2024 Q3	$27K	Buy	465 +4	+0.9%	+$229	0.01%	467
2024 Q2	$21.7K	Buy	461 +5	+1%	+$226	0.01%	584
2024 Q1	$21.9K	Buy	456 +4	+0.9%	+$187	0.01%	589
2023 Q4	$23.6K	Buy	452 +5	+1%	+$225	0.02%	235
2023 Q3	$18.9K	Buy	447 +4	+0.9%	+$190	0.02%	244
2023 Q2	$20.8K	Buy	443 +4	+0.9%	+$196	0.02%	234
2023 Q1	$23K	Buy	439 +3	+0.7%	+$176	0.02%	234
2022 Q4	$27.5K	Buy	436 +3	+0.7%	+$188	0.02%	207
2022 Q3	$26K	Buy	+433	New	+$28.5K	0.02%	217

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Oslo, Norway $1T AUM

Rise Advisors's CBU Position: Q4 2025 in Review

Rise Advisors sold out of Community Bank (CBU) in Q4 2025, closing a stake of 706 shares — an estimated $41.4K sold.

Rise Advisors first reported a position in CBU in Q3 2022 and held it in 13 quarters. The position peaked at $41.4K in Q3 2025. 264 funds tracked by Wall St. Rank hold CBU as of Q4 2025.

Rise Advisors reported no remaining Community Bank position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 706 Community Bank shares in Q4 2025, an estimated $41.4K.
Rise Advisors first reported a position in Community Bank in Q3 2022 and held it in 13 quarters.
Rise Advisors's Community Bank position peaked at $41.4K in Q3 2025.
264 funds tracked by Wall St. Rank held Community Bank as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.