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Tidal Investments’s Community Bank CBU Stock Holding History

Tidal Investments’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
Q2 		$2.84M Sell
42,287
-6,183
-13% -$391K ﹤0.01% 1183
2026
Q1 		$2.84M Buy
+48,470
New +$2.97M 0.01% 1022
2025
Q4 		– Sell
-41,111
Closed -$2.41M – 2160
2025
Q3 		$2.41M Buy
41,111
+5,757
+16% +$333K ﹤0.01% 826
2025
Q2 		$2.01M Buy
35,354
+612
+2% +$34K 0.01% 730
2025
Q1 		$1.98M Buy
34,742
+2,448
+8% +$152K 0.02% 708
2024
Q4 		$1.99M Buy
32,294
+1,428
+5% +$91.4K 0.02% 706
2024
Q3 		$1.79M Buy
30,866
+10,060
+48% +$576K 0.02% 711
2024
Q2 		$982K Buy
20,806
+3,549
+21% +$161K 0.01% 910
2024
Q1 		$829K Buy
17,257
+12,168
+239% +$568K 0.01% 963
2023
Q4 		$265K Buy
+5,089
New +$229K 0.01% 1219

Other funds holding CBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Tidal Investments's CBU Position: Q2 2026 in Review

Tidal Investments reduced its Community Bank (CBU) stake by 13% in Q2 2026, selling an estimated $391K and leaving 42,287 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Tidal Investments first reported a position in CBU in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.84M in Q1 2026. 279 funds tracked by Wall St. Rank hold CBU as of Q2 2026.

  • Tidal Investments held 42,287 shares of Community Bank worth $2.84M as of Q2 2026.
  • Tidal Investments sold 6,183 Community Bank shares in Q2 2026, an estimated $391K.
  • Community Bank made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #1183 holding.
  • Tidal Investments first reported a position in Community Bank in Q4 2023 and has held it in 10 quarters since.
  • Tidal Investments's Community Bank position peaked at $2.84M in Q1 2026.
  • 279 funds tracked by Wall St. Rank held Community Bank as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.