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, Q4 2021
Institutional positions in CB Financial Services, Inc. as of Dec 31, 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
- 46
- +5 vs. Q3 2021
- Shares held
- 1.58M
- +184.4K (+13.2%) vs. Q3 2021
- Total value
- $37.6M
- +$5.00M (+15.3%) vs. Q3 2021
- New holders
- 7
- 6 more added
- Sold out
- 2
- 19 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 254,667 | $6.13M | 0.02% | −1,495−0.6% | Reduced |
| Vanguard Group Inc | 184,938 | $4.45M | 0.00% | −183−0.1% | Reduced |
| Petiole USA ltd | 179,046 | $4.31M | 3.10% | +179,046 | New |
| Manufacturers Life Insurance Company, The | 154,353 | $3.72M | 0.00% | +3,067+2.0% | Added |
| Endeavour Capital Advisors Inc | 110,839 | $2.67M | 0.37% | +420.0% | Added |
| Fourthstone LLC | 98,218 | $2.36M | 0.89% | +5,718+6.2% | Added |
| Renaissance Technologies LLC | 82,999 | $2.00M | 0.00% | −2,305−2.7% | Reduced |
| Waldron Private Wealth LLC | 60,306 | $1.45M | 0.07% | 00.0% | Unchanged |
| Millennium Management LLC | 59,858 | $1.44M | 0.00% | −11,768−16.4% | Reduced |
| Geode Capital Management, LLC | 47,611 | $1.15M | 0.00% | −50.0% | Reduced |
| Bridgeway Capital Management, LLC | 44,000 | $1.06M | 0.02% | 00.0% | Unchanged |
| Salzhauer Michael | 36,573 | $880.0K | 0.33% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 20,750 | $500.0K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 19,941 | $480.0K | 0.03% | +11,291+130.5% | Added |
| BHZ Capital Management, LP | 19,553 | $471.0K | 0.19% | −1,500−7.1% | Reduced |
| S&T Bank | 33,642 | $397.0K | 0.06% | 00.0% | Unchanged |
| Ergoteles LLC | 15,766 | $380.0K | 0.01% | −5,463−25.7% | Reduced |
| Stifel Financial Corp | 15,127 | $364.0K | 0.00% | −8−0.1% | Reduced |
| Wesbanco Bank Inc | 14,268 | $344.0K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 14,170 | $340.0K | 0.00% | +405+2.9% | Added |
| Bank of New York Mellon Corp | 13,301 | $320.0K | 0.00% | −3,335−20.0% | Reduced |
| American Century Companies Inc | 12,376 | $298.0K | 0.00% | +3,304+36.4% | Added |
| Umb Bank N A | 12,385 | $298.0K | 0.00% | +12,385 | New |
| Morgan Stanley | 11,699 | $282.0K | 0.00% | −1,165−9.1% | Reduced |
| Northern Trust Corp | 11,252 | $271.0K | 0.00% | −1,422−11.2% | Reduced |
| Rodgers Brothers Inc. | 11,160 | $269.0K | 0.05% | 00.0% | Unchanged |
| State Street Corp | 10,488 | $253.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 8,198 | $197.0K | 0.00% | −477−5.5% | Reduced |
| Fifth Third Bancorp | 4,650 | $112.0K | 0.00% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 4,140 | $100.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,473 | $60.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,180 | $53.0K | 0.00% | −41−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,485 | $36.0K | 0.00% | −200−11.9% | Reduced |
| UBS Group AG | 1,349 | $32.0K | 0.00% | −564−29.5% | Reduced |
| Private Capital Group, LLC | 1,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 970 | $23.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 612 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 579 | $14.0K | 0.00% | +579 | New |
| Confluence Wealth Services, Inc. | 600 | $14.0K | 0.00% | +600 | New |
| Eagle Bay Advisors LLC | 500 | $12.0K | 0.01% | −500−50.0% | Reduced |
| Carroll Financial Associates, Inc. | 300 | $7.00K | 0.00% | +300 | New |
| BNP Paribas Arbitrage, SA | 98 | $2.36K | 0.00% | −14−12.5% | Reduced |
| Glen Eagle Advisors, LLC | 75 | $1.80K | 0.00% | +75 | New |
| Wells Fargo & Company | 29 | $1.00K | 0.00% | −250−89.6% | Reduced |
| Royal Bank of Canada | 42 | $1.00K | 0.00% | +42 | New |
| Tower Research Capital LLC (TRC) | 3 | $0 | 0.00% | −149−98.0% | Reduced |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |