TI
CBU icon

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
Q1 		$2.84M Buy
+48,470
New +$2.97M 0.01% 1022
2025
Q4 		– Sell
-41,111
Closed -$2.41M – 2161
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 $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