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 $5.7T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

NFJ Investment Group Dallas, Texas $2.64B AUM 23.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM