Stone House Investment Management’s Community Bank CBU Stock Holding History

Stone House Investment Management’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	$223K	Hold	3,808	–	–	0.04%	68
2025 Q4	$219K	Sell	3,808 -40	-1%	-$2.3K	0.03%	70
2025 Q3	$226K	Buy	3,848 +250	+7%	+$14.5K	0.04%	72
2025 Q2	$205K	Hold	3,598	–	–	0.04%	68
2025 Q1	$205K	Buy	+3,598	New	+$223K	0.04%	58
2024 Q4	–	Sell	-2,360	Closed	-$137K	–	95
2024 Q3	$137K	Buy	2,360 +797	+51%	+$45.6K	0.03%	60
2024 Q2	$73.8K	Buy	1,563 +1,258	+412%	+$56.9K	0.02%	97
2024 Q1	$14.6K	Hold	305	–	–	﹤0.01%	209
2023 Q4	$15.9K	Hold	305	–	–	0.01%	134
2023 Q3	$12.9K	Sell	305 -2,350	-89%	-$111K	﹤0.01%	147
2023 Q2	$124K	Hold	2,655	–	–	0.05%	51
2023 Q1	$139K	Buy	+2,655	New	+$156K	0.05%	48
2019 Q2	–	Sell	-2,350	Closed	-$140K	–	53
2019 Q1	$140K	Buy	+2,350	New	+$145K	0.07%	53

Other funds holding CBU

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Stone House Investment Management's CBU Position: Q1 2026 in Review

Stone House Investment Management held its Community Bank (CBU) position steady in Q1 2026 at 3,808 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #68.

Stone House Investment Management first reported a position in CBU in Q1 2019 and has held it in 13 quarters since. The position peaked at $226K in Q3 2025. 264 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

Stone House Investment Management held 3,808 shares of Community Bank worth $223K as of Q1 2026.
Stone House Investment Management left its Community Bank share count unchanged in Q1 2026.
Community Bank made up 0.04% of Stone House Investment Management's portfolio in Q1 2026, its #68 holding.
Stone House Investment Management first reported a position in Community Bank in Q1 2019 and has held it in 13 quarters since.
Stone House Investment Management's Community Bank position peaked at $226K in Q3 2025.
264 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.