SageView Advisory Group’s Community Bank CBU Stock Holding History

SageView Advisory Group’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	–	Sell	-725	Closed	-$41.6K	–	881
2025 Q4	$41.6K	Buy	+725	New	+$41.7K	﹤0.01%	1151

Other funds holding CBU

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

SageView Advisory Group's CBU Position: Q1 2026 in Review

SageView Advisory Group sold out of Community Bank (CBU) in Q1 2026, closing a stake of 725 shares — an estimated $41.6K sold.

SageView Advisory Group first reported a position in CBU in Q4 2025 and held it in 1 quarter. The position peaked at $41.6K in Q4 2025. 265 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

SageView Advisory Group reported no remaining Community Bank position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 725 Community Bank shares in Q1 2026, an estimated $41.6K.
SageView Advisory Group first reported a position in Community Bank in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Community Bank position peaked at $41.6K in Q4 2025.
265 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.