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 2021
Institutional positions in CB Financial Services, Inc. as of Jun 30, 2021. 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
- 42
- −4 vs. Q1 2021
- Shares held
- 1.31M
- −256.7K (−16.4%) vs. Q1 2021
- Total value
- $29.0M
- −$5.64M (−16.3%) vs. Q1 2021
- New holders
- 7
- 7 more added
- Sold out
- 11
- 17 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 261,270 | $5.79M | 0.03% | −2,980−1.1% | Reduced |
| Vanguard Group Inc | 214,242 | $4.75M | 0.00% | −17,782−7.7% | Reduced |
| Endeavour Capital Advisors Inc | 110,753 | $2.45M | 0.31% | +35,189+46.6% | Added |
| Renaissance Technologies LLC | 106,799 | $2.37M | 0.00% | +13,600+14.6% | Added |
| Millennium Management LLC | 104,238 | $2.31M | 0.00% | +104,238 | New |
| Fourthstone LLC | 64,984 | $1.45M | 0.62% | +54,162+500.5% | Added |
| Waldron Private Wealth LLC | 60,306 | $1.33M | 0.09% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 49,000 | $1.08M | 0.02% | +1,600+3.4% | Added |
| Geode Capital Management, LLC | 44,809 | $992.0K | 0.00% | −32,291−41.9% | Reduced |
| Salzhauer Michael | 36,573 | $810.0K | 0.40% | 00.0% | Unchanged |
| S&T Bank | 33,642 | $745.0K | 0.12% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 30,656 | $679.0K | 0.00% | +30,656 | New |
| Ergoteles LLC | 21,400 | $474.0K | 0.01% | +21,400 | New |
| BHZ Capital Management, LP | 21,053 | $466.0K | 0.17% | −1,145−5.2% | Reduced |
| HBK Sorce Advisory LLC | 20,750 | $460.0K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 16,744 | $371.0K | 0.00% | −14,373−46.2% | Reduced |
| Morgan Stanley | 16,630 | $369.0K | 0.00% | +3,527+26.9% | Added |
| BlackRock Inc. | 15,411 | $341.0K | 0.00% | −245,924−94.1% | Reduced |
| Stifel Financial Corp | 15,135 | $336.0K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 14,268 | $316.0K | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 11,160 | $247.0K | 0.05% | +1,500+15.5% | Added |
| Barclays PLC | 9,430 | $210.0K | 0.00% | −2,994−24.1% | Reduced |
| Fifth Third Bancorp | 4,650 | $103.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,041 | $90.0K | 0.00% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 4,087 | $90.0K | 0.04% | +4,087 | New |
| Bank of America Corp | 3,073 | $68.0K | 0.00% | −5,690−64.9% | Reduced |
| Captrust Financial Advisors | 2,473 | $55.0K | 0.00% | −11−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,685 | $38.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,604 | $36.0K | 0.00% | −22,643−93.4% | Reduced |
| Royal Bank of Canada | 1,333 | $29.0K | 0.00% | +843+172.0% | Added |
| Stonebridge Capital Advisors LLC | 1,159 | $26.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,000 | $22.0K | 0.01% | +1,000 | New |
| UBS Group AG | 646 | $15.0K | 0.00% | −1,585−71.0% | Reduced |
| Optiver Holding B.V. | 612 | $14.0K | 0.00% | +612 | New |
| CWM, LLC | 579 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 562 | $12.0K | 0.00% | −482−46.2% | Reduced |
| Eagle Bay Advisors LLC | 500 | $12.0K | 0.01% | +500 | New |
| BNP Paribas Arbitrage, SA | 537 | $11.9K | 0.00% | −2,107−79.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 491 | $11.0K | 0.00% | −565−53.5% | Reduced |
| Wells Fargo & Company | 282 | $7.00K | 0.00% | −1,670−85.6% | Reduced |
| New York State Common Retirement Fund | 39 | $1.00K | 0.00% | −4,461−99.1% | Reduced |
| Citigroup Inc | 1 | $0 | 0.00% | −327−99.7% | Reduced |
| State Street Corp | 0 | $0 | 0.00% | −72,674−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −47,121−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −21,918−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −12,133−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −7,445−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −4,202−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −3,211−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −2,878−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −173−100.0% | Sold out |