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Sequoia Financial Advisors’s Community Bank CBU Stock Holding History

Sequoia Financial 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
2026
Q1 		– Sell
-4,334
Closed -$249K – 1954
2025
Q4 		$249K Buy
+4,334
New +$249K ﹤0.01% 1673

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

Sequoia Financial Advisors's CBU Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Community Bank (CBU) in Q1 2026, closing a stake of 4,334 shares — an estimated $249K sold.

Sequoia Financial Advisors first reported a position in CBU in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 265 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

  • Sequoia Financial Advisors reported no remaining Community Bank position as of Q1 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 4,334 Community Bank shares in Q1 2026, an estimated $249K.
  • Sequoia Financial Advisors first reported a position in Community Bank in Q4 2025 and held it in 1 quarter.
  • Sequoia Financial Advisors's Community Bank position peaked at $249K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.