SFG
CBU icon

Sovereign Financial Group’s Community Bank CBU Stock Holding History

Sovereign 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
2026
Q1 		$428K Hold
7,291
– – 0.07% 232
2025
Q4 		$419K Sell
7,291
-3
-0% -$173 0.07% 217
2025
Q3 		$428K Hold
7,294
– – 0.08% 209
2025
Q2 		$415K Hold
7,294
– – 0.09% 206
2025
Q1 		$415K Hold
7,294
– – 0.1% 186
2024
Q4 		$450K Hold
7,294
– – 0.1% 180
2024
Q3 		$424K Hold
7,294
– – 0.1% 182
2024
Q2 		$344K Hold
7,294
– – 0.09% 197
2024
Q1 		$350K Hold
7,294
– – 0.09% 193
2023
Q4 		$380K Sell
7,294
-2
-0% -$90 0.12% 166
2023
Q3 		$308K Hold
7,296
– – 0.11% 173
2023
Q2 		$342K Buy
+7,296
New +$358K 0.11% 174

Other funds holding CBU

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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