YIH
CBU icon

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
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