Stephens Consulting’s Community Bank CBU Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-15	Closed	-$853	–	1333
2025 Q1	$853	Buy	+15	New	+$929	﹤0.01%	717

Other funds holding CBU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stephens Consulting's CBU Position: Q2 2025 in Review

Stephens Consulting sold out of Community Bank (CBU) in Q2 2025, closing a stake of 15 shares — an estimated $853 sold.

Stephens Consulting first reported a position in CBU in Q1 2025 and held it in 1 quarter. The position peaked at $853 in Q1 2025. 258 funds tracked by Wall St. Rank hold CBU as of Q2 2025.

Stephens Consulting reported no remaining Community Bank position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 15 Community Bank shares in Q2 2025, an estimated $853.
Stephens Consulting first reported a position in Community Bank in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Community Bank position peaked at $853 in Q1 2025.
258 funds tracked by Wall St. Rank held Community Bank as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.