Y-Intercept (HK)’s Community BanCorp CMTV Stock Holding History

Y-Intercept (HK)’s Portfolio CMTV Stock Details CMTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-6,103	Closed	-$239K	–	2233
2026 Q2	$239K	Buy	+6,103	New	+$234K	﹤0.01%	1524

Other funds holding CMTV

CFSG

Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Y-Intercept (HK)'s CMTV Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Community BanCorp (CMTV) in Q3 2026, closing a stake of 6,103 shares — an estimated $239K sold.

Y-Intercept (HK) first reported a position in CMTV in Q2 2026 and held it in 1 quarter. The position peaked at $239K in Q2 2026. 6 funds tracked by Wall St. Rank hold CMTV as of Q3 2026.

Y-Intercept (HK) reported no remaining Community BanCorp position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 6,103 Community BanCorp shares in Q3 2026, an estimated $239K.
Y-Intercept (HK) first reported a position in Community BanCorp in Q2 2026 and held it in 1 quarter.
Y-Intercept (HK)'s Community BanCorp position peaked at $239K in Q2 2026.
6 funds tracked by Wall St. Rank held Community BanCorp as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.