Simplex Trading
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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 – 8667
2025
Q3 		$17K Buy
+300
New +$17.4K ﹤0.01% 7443
2025
Q2 		– Sell
-100
Closed -$5K – 8709
2025
Q1 		$5K Buy
+100
New +$6.2K ﹤0.01% 7521
2021
Q2 		– Sell
-5
Closed -$38K – 10067
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 – 7653
2020
Q1 		$11K Buy
+2
New +$130 ﹤0.01% 6403
2019
Q4 		– Sell
-15
Closed -$92K – 7329
2019
Q3 		$92K Buy
+15
New +$947 ﹤0.01% 4408
2019
Q2 		– Sell
-25
Closed -$149K – 7131
2019
Q1 		$149K Buy
+25
New +$1.54K ﹤0.01% 3921

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Simplex Trading's CBU Position: Q2 2026 in Review

Simplex Trading sold out of Community Bank (CBU) in Q2 2026, closing a stake of 787 shares — an estimated $49.8K sold.

Simplex Trading first reported a position in CBU in Q1 2018 and held it in 7 quarters. The position peaked at $96K in Q1 2019. 281 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Simplex Trading reported no remaining Community Bank position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 787 Community Bank shares in Q2 2026, an estimated $49.8K.
  • Simplex Trading first reported a position in Community Bank in Q1 2018 and held it in 7 quarters.
  • Simplex Trading's Community Bank position peaked at $96K in Q1 2019.
  • 281 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.