Socha Financial Group’s Community Bank CBU Stock Holding History

Socha Financial Group’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	-5,450	Closed	-$320K	–	18
2025 Q3	$320K	Hold	5,450	–	–	0.14%	18
2025 Q2	$310K	Hold	5,450	–	–	0.14%	17
2025 Q1	$310K	Hold	5,450	–	–	0.15%	16
2024 Q4	$336K	Hold	5,450	–	–	0.16%	18
2024 Q3	$316K	Hold	5,450	–	–	0.14%	16
2024 Q2	$257K	Sell	5,450 -7,600	-58%	-$344K	0.12%	17
2024 Q1	$627K	Buy	13,050 +7,600	+139%	+$355K	0.27%	16
2023 Q4	$284K	Hold	5,450	–	–	0.14%	25
2023 Q3	$230K	Hold	5,450	–	–	0.12%	27
2023 Q2	$255K	Hold	5,450	–	–	0.13%	25
2023 Q1	$286K	Hold	5,450	–	–	0.18%	16
2022 Q4	$343K	Hold	5,450	–	–	0.24%	16
2022 Q3	$327K	Hold	5,450	–	–	0.28%	12
2022 Q2	$345K	Hold	5,450	–	–	0.35%	10
2022 Q1	$382K	Hold	5,450	–	–	0.31%	9
2021 Q4	$406K	Buy	+5,450	New	+$397K	0.31%	9

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NIG

NFJ Investment Group Dallas, Texas $2.96B AUM 49.92% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Socha Financial Group's CBU Position: Q4 2025 in Review

Socha Financial Group sold out of Community Bank (CBU) in Q4 2025, closing a stake of 5,450 shares — an estimated $320K sold.

Socha Financial Group first reported a position in CBU in Q4 2021 and held it in 16 quarters. The position peaked at $627K in Q1 2024. 264 funds tracked by Wall St. Rank hold CBU as of Q4 2025.

Socha Financial Group reported no remaining Community Bank position as of Q4 2025 after selling out during the quarter.
Socha Financial Group sold 5,450 Community Bank shares in Q4 2025, an estimated $320K.
Socha Financial Group first reported a position in Community Bank in Q4 2021 and held it in 16 quarters.
Socha Financial Group's Community Bank position peaked at $627K in Q1 2024.
264 funds tracked by Wall St. Rank held Community Bank as of Q4 2025.

Based on Socha Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.