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
2025
Q4 		– Sell
-300
Closed -$17K – 8842
2025
Q3 		$17K Buy
+300
New +$17.4K ﹤0.01% 7443
2025
Q2 		– Sell
-100
Closed -$5K – 8881
2025
Q1 		$5K Buy
+100
New +$6.2K ﹤0.01% 7521
2021
Q2 		– Sell
-5
Closed -$38K – 10167
2021
Q1 		$38K Sell
5
-22
-81% -$1.58K ﹤0.01% 6896
2020
Q4 		$168K Buy
+27
New +$1.66K 0.01% 4837
2020
Q2 		– Sell
-2
Closed -$11K – 7752
2020
Q1 		$11K Buy
+2
New +$130 ﹤0.01% 6403
2019
Q4 		– Sell
-15
Closed -$92K – 7437
2019
Q3 		$92K Buy
+15
New +$947 0.01% 4408
2019
Q2 		– Sell
-25
Closed -$149K – 7251
2019
Q1 		$149K Buy
+25
New +$1.54K 0.01% 3921

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