Simplex Trading
CBU icon

Simplex Trading’s Community Bank CBU Stock Holding History

Simplex Trading’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 		$46.2K Buy
+787
New +$48.2K ﹤0.01% 5962
2025
Q2 		– Sell
-120
Closed -$6.66K – 8880
2025
Q1 		$6K Buy
+120
New +$7.43K ﹤0.01% 7407
2024
Q1 		– Sell
-147
Closed -$6.86K – 9062
2023
Q4 		$7K Buy
+147
New +$6.61K ﹤0.01% 7640
2021
Q2 		– Sell
-343
Closed -$27K – 10166
2021
Q1 		$26K Buy
343
+258
+304% +$18.5K ﹤0.01% 7239
2020
Q4 		$5K Buy
+85
New +$5.21K ﹤0.01% 7698
2019
Q2 		– Sell
-1,617
Closed -$104K – 7250
2019
Q1 		$96K Buy
+1,617
New +$99.7K 0.01% 4363
2018
Q2 		– Sell
-800
Closed -$42K – 7484
2018
Q1 		$42K Buy
+800
New +$43.6K ﹤0.01% 2600

Other funds holding CBU

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
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