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Steward Financial Group’s Community Bank CBU Stock Holding History

Steward 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
2023
Q3 		$0 Buy
+21
New +$995 ﹤0.01% 1351
2022
Q3 		– Sell
-24
Closed -$1K – 277
2022
Q2 		$1K Buy
+24
New +$1.57K ﹤0.01% 685

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Financial Group's CBU Position: Q3 2023 in Review

Steward Financial Group opened a new position in Community Bank (CBU) in Q3 2023: 21 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CBU as recently as Q2 2022.

Steward Financial Group first reported a position in CBU in Q2 2022 and has held it in 2 quarters since. The position peaked at $1K in Q2 2022. 235 funds tracked by Wall St. Rank hold CBU as of Q3 2023.

  • Steward Financial Group held 21 shares of Community Bank worth $0 as of Q3 2023.
  • Community Bank was a new Steward Financial Group position in Q3 2023.
  • Community Bank made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1351 holding.
  • Steward Financial Group first reported a position in Community Bank in Q2 2022 and has held it in 2 quarters since.
  • Steward Financial Group's Community Bank position peaked at $1K in Q2 2022.
  • 235 funds tracked by Wall St. Rank held Community Bank as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.