SignatureFD’s Community Bank CBU Stock Holding History

SignatureFD’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	-28	Closed	-$1.61K	–	3493
2025 Q4	$1.61K	Buy	28 +23	+460%	+$1.32K	﹤0.01%	3027
2025 Q3	$293	Buy	+5	New	+$289	﹤0.01%	3249
2022 Q2	–	Sell	-9	Closed	-$1K	–	3134
2022 Q1	$1K	Hold	9	–	–	﹤0.01%	2954
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	2884
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	2789
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	2692
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	2596
2020 Q4	$1K	Sell	9 -14	-61%	-$859	﹤0.01%	2393
2020 Q3	$1K	Buy	23 +9	+64%	+$519	﹤0.01%	2377
2020 Q2	$1K	Buy	+14	New	+$823	﹤0.01%	2271
2016 Q1	–	Sell	-41	Closed	-$2K	–	1375
2015 Q4	$2K	Hold	41	–	–	﹤0.01%	1071
2015 Q3	$2K	Buy	+41	New	+$1.52K	﹤0.01%	1004

Other funds holding CBU

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

Neuberger Berman Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return