Y-Intercept (HK)’s Community Bank CBU Stock Holding History

Y-Intercept (HK)’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	–	Sell	-9,953	Closed	-$572K	–	1588
2025 Q4	$572K	Buy	+9,953	New	+$573K	0.01%	1200
2025 Q3	–	Sell	-19,060	Closed	-$1.08M	–	1599
2025 Q2	$1.08M	Buy	19,060 +6,850	+56%	+$380K	0.03%	895
2025 Q1	$694K	Buy	+12,210	New	+$756K	0.05%	556
2024 Q4	–	Sell	-7,759	Closed	-$451K	–	1229
2024 Q3	$451K	Buy	+7,759	New	+$444K	0.03%	826
2022 Q4	–	Sell	-12,064	Closed	-$725K	–	1025
2022 Q3	$725K	Buy	+12,064	New	+$795K	0.07%	401

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Y-Intercept (HK)'s CBU Position: Q1 2026 in Review

Y-Intercept (HK) sold out of Community Bank (CBU) in Q1 2026, closing a stake of 9,953 shares — an estimated $572K sold.

Y-Intercept (HK) first reported a position in CBU in Q3 2022 and held it in 5 quarters. The position peaked at $1.08M in Q2 2025. 265 funds tracked by Wall St. Rank hold CBU as of Q1 2026.

Y-Intercept (HK) reported no remaining Community Bank position as of Q1 2026 after selling out during the quarter.
Y-Intercept (HK) sold 9,953 Community Bank shares in Q1 2026, an estimated $572K.
Y-Intercept (HK) first reported a position in Community Bank in Q3 2022 and held it in 5 quarters.
Y-Intercept (HK)'s Community Bank position peaked at $1.08M in Q2 2025.
265 funds tracked by Wall St. Rank held Community Bank as of Q1 2026.

Based on Y-Intercept (HK)'s 13F filing for Q1 2026, filed 27 Apr 2026.