CB Financial Services, Inc.
CBFV- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0001605301
In the last 90 days, CB Financial Services, Inc. insiders filed 0 open-market purchases and 2 sales; 80 institutions reported holding it in 13F filings for Q2 2026, worth $86.1M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in CB Financial Services, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 80
- +3 vs. Q1 2026
- Shares held
- 2.30M
- +70.9K (+3.2%) vs. Q1 2026
- Total value
- $86.1M
- +$9.81M (+12.9%) vs. Q1 2026
- New holders
- 6
- 21 more added
- Sold out
- 3
- 22 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBFV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 80 | $86.1M |
| Q1 2026 | 78 | $76.3M |
| Q4 2025 | 74 | $78.4M |
| Q3 2025 | 70 | $75.7M |
| Q2 2025 | 56 | $62.5M |
| Q1 2025 | 48 | $58.6M |
| Q4 2024 | 46 | $61.2M |
| Q3 2024 | 40 | $54.9M |
| Q2 2024 | 41 | $43.4M |
| Q1 2024 | 39 | $38.2M |
| Q4 2023 | 39 | $40.9M |
| Q3 2023 | 40 | $34.8M |
| Q2 2023 | 41 | $33.7M |
| Q1 2023 | 38 | $32.5M |
| Q4 2022 | 37 | $32.1M |
| Q3 2022 | 35 | $32.6M |
| Q2 2022 | 36 | $33.4M |
| Q1 2022 | 41 | $34.9M |
| Q4 2021 | 46 | $37.6M |
| Q3 2021 | 41 | $32.6M |
| Q2 2021 | 42 | $29.0M |
| Q1 2021 | 46 | $34.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 305,098 | $11.6M | 0.02% | −263−0.1% | Reduced |
| BlackRock, Inc. | 280,331 | $10.6M | 0.00% | +27,136+10.7% | Added |
| Alliancebernstein L.P. | 254,003 | $8.68M | 0.00% | +1200.0% | Added |
| Vanguard Capital Management LLC | 198,603 | $7.53M | 0.00% | +4,388+2.3% | Added |
| M3F, Inc. | 171,696 | $6.51M | 1.54% | +257+0.1% | Added |
| Manufacturers Life Insurance Company, The | 154,165 | $5.84M | 0.00% | −1,634−1.0% | Reduced |
| Geode Capital Management, LLC | 116,026 | $4.40M | 0.00% | +10,869+10.3% | Added |
| Bridgeway Capital Management, LLC | 62,340 | $2.36M | 0.04% | −3,500−5.3% | Reduced |
| Waldron Private Wealth LLC | 60,306 | $2.29M | 0.08% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 53,899 | $2.04M | 0.00% | −1,700−3.1% | Reduced |
| State Street Corp | 48,380 | $1.83M | 0.00% | −1,426−2.9% | Reduced |
| Dimensional Fund Advisors LP | 36,428 | $1.38M | 0.00% | +343+1.0% | Added |
| Northern Trust Corp | 36,210 | $1.37M | 0.00% | +2,187+6.4% | Added |
| Empowered Funds, LLC | 35,840 | $1.36M | 0.01% | −1,000−2.7% | Reduced |
| Bryn Mawr Trust Co | 33,642 | $1.28M | 0.03% | 00.0% | Unchanged |
| S&T Bank | 33,642 | $1.28M | 0.38% | 00.0% | Unchanged |
| De Lisle Partners LLP | 33,674 | $1.27M | 0.14% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 31,283 | $1.19M | 0.00% | +4,658+17.5% | Added |
| Vanguard Fiduciary Trust Co | 30,884 | $1.17M | 0.00% | −1,797−5.5% | Reduced |
| Endeavour Capital Advisors Inc | 24,166 | $915.9K | 0.19% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 21,723 | $820.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 19,931 | $755.4K | 0.00% | −4,319−17.8% | Reduced |
| Salzhauer Michael | 18,903 | $716.4K | 0.26% | 00.0% | Unchanged |
| Morgan Stanley | 15,699 | $595.0K | 0.00% | +6,847+77.3% | Added |
| Stifel Financial Corp | 15,453 | $585.7K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,470 | $510.5K | 0.00% | +1,026+8.2% | Added |
| Wesbanco Bank Inc | 13,307 | $504.3K | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 13,149 | $498.3K | 0.00% | −1,422−9.8% | Reduced |
| Ameriprise Financial Inc | 11,291 | $427.9K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 10,752 | $407.5K | 0.00% | +1,389+14.8% | Added |
| HBK Sorce Advisory LLC | 10,615 | $393.4K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 9,981 | $378.3K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 9,716 | $368.2K | 0.00% | +9,716 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 9,258 | $350.9K | 0.00% | −69−0.7% | Reduced |
| Abundance Wealth Counselors | 8,411 | $318.8K | 0.02% | +8,411 | New |
| Fourthstone LLC | 8,083 | $311.5K | 0.22% | −2,162−21.1% | Reduced |
| Barclays PLC | 8,205 | $311.0K | 0.00% | −465−5.4% | Reduced |
| Citadel Advisors LLC | 8,155 | $309.1K | 0.00% | +2,029+33.1% | Added |
| Nuveen, LLC | 8,107 | $307.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,080 | $230.4K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 5,629 | $213.3K | 0.00% | +5,629 | New |
| Bank of America Corp | 5,588 | $211.8K | 0.00% | −1,829−24.7% | Reduced |
| Fifth Third Bancorp | 4,650 | $176.2K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,563 | $172.9K | 0.00% | +2,431+114.0% | Added |
| Los Angeles Capital Management LLC | 4,550 | $172.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,921 | $148.6K | 0.00% | +2,182+125.5% | Added |
| Rhumbline Advisers | 3,548 | $134.5K | 0.00% | +175+5.2% | Added |
| MetLife Investment Management | 2,752 | $104.3K | 0.00% | −181−6.2% | Reduced |
| Russell Investments Group, Ltd. | 2,596 | $98.4K | 0.00% | +2,167+505.1% | Added |
| JPMorgan Chase & Co | 2,211 | $82.5K | 0.00% | +66+3.1% | Added |
| Citigroup Inc | 2,173 | $82.4K | 0.00% | +1,959+915.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,156 | $81.7K | 0.00% | −57−2.6% | Reduced |
| New York State Common Retirement Fund | 2,100 | $79.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 1,725 | $65.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,148 | $43.5K | 0.00% | +88+8.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,056 | $40.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 973 | $36.9K | 0.00% | −603−38.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 958 | $36.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 902 | $34.2K | 0.00% | −390−30.2% | Reduced |
| Advisor Group Holdings, Inc. | 733 | $27.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 664 | $25.2K | 0.00% | −456−40.7% | Reduced |
| Ameritas Investment Partners, Inc. | 476 | $18.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 460 | $17.0K | 0.00% | +460 | New |
| Legal & General Group Plc | 420 | $15.9K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 354 | $13.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 115 | $4.36K | 0.00% | +42+57.5% | Added |
| Sterling Capital Management LLC | 86 | $3.26K | 0.00% | −67−43.8% | Reduced |
| SRS Capital Advisors, Inc. | 81 | $3.07K | 0.00% | +81 | New |
| Farther Finance Advisors, LLC | 75 | $2.84K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $2.84K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 64 | $2.43K | 0.00% | −182−74.0% | Reduced |
| Essential Partners LLC | 31 | $1.18K | 0.00% | −58−65.2% | Reduced |
| Roble, Belko & Company, Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $606 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15 | $569 | 0.00% | −9−37.5% | Reduced |
| FMR LLC | 7 | $265 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $190 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $114 | 0.00% | +1+50.0% | Added |
| Rothschild Investment LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $38 | 0.00% | +1 | New |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Steigerwald, Gordon & Koch Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |