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Root Financial Partners’s Community Bank CBU Stock Holding History

Root Financial Partners’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 		– Sell
-269
Closed -$15.8K – 876
2026
Q1 		$15.8K Buy
269
+101
+60% +$6.18K ﹤0.01% 1455
2025
Q4 		$9.65K Buy
168
+19
+13% +$1.09K ﹤0.01% 1508
2025
Q3 		$8.74K Buy
+149
New +$8.63K ﹤0.01% 1507

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

Root Financial Partners's CBU Position: Q2 2026 in Review

Root Financial Partners sold out of Community Bank (CBU) in Q2 2026, closing a stake of 269 shares — an estimated $15.8K sold.

Root Financial Partners first reported a position in CBU in Q3 2025 and held it in 3 quarters. The position peaked at $15.8K in Q1 2026. 280 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Root Financial Partners reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 269 Community Bank shares in Q2 2026, an estimated $15.8K.
  • Root Financial Partners first reported a position in Community Bank in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Community Bank position peaked at $15.8K in Q1 2026.
  • 280 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.