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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 3 | $0 | 0.00% | −149−98.0% | Reduced |
| Wells Fargo & Company | 29 | $1.00K | 0.00% | −250−89.6% | Reduced |
| Royal Bank of Canada | 42 | $1.00K | 0.00% | +42 | New |
| Glen Eagle Advisors, LLC | 75 | $1.80K | 0.00% | +75 | New |
| BNP Paribas Arbitrage, SA | 98 | $2.36K | 0.00% | −14−12.5% | Reduced |
| Carroll Financial Associates, Inc. | 300 | $7.00K | 0.00% | +300 | New |
| Eagle Bay Advisors LLC | 500 | $12.0K | 0.01% | −500−50.0% | Reduced |
| 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 |
| Acadian Asset Management LLC | 970 | $23.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 1,349 | $32.0K | 0.00% | −564−29.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,485 | $36.0K | 0.00% | −200−11.9% | Reduced |
| Bank of America Corp | 2,180 | $53.0K | 0.00% | −41−1.8% | Reduced |
| Captrust Financial Advisors | 2,473 | $60.0K | 0.00% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 4,140 | $100.0K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,650 | $112.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 8,198 | $197.0K | 0.00% | −477−5.5% | Reduced |
| State Street Corp | 10,488 | $253.0K | 0.00% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 11,160 | $269.0K | 0.05% | 00.0% | Unchanged |
| Northern Trust Corp | 11,252 | $271.0K | 0.00% | −1,422−11.2% | Reduced |
| Morgan Stanley | 11,699 | $282.0K | 0.00% | −1,165−9.1% | 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 |
| Bank of New York Mellon Corp | 13,301 | $320.0K | 0.00% | −3,335−20.0% | Reduced |
| BlackRock Inc. | 14,170 | $340.0K | 0.00% | +405+2.9% | Added |
| Wesbanco Bank Inc | 14,268 | $344.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,127 | $364.0K | 0.00% | −8−0.1% | Reduced |
| Ergoteles LLC | 15,766 | $380.0K | 0.01% | −5,463−25.7% | Reduced |
| S&T Bank | 33,642 | $397.0K | 0.06% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 19,553 | $471.0K | 0.19% | −1,500−7.1% | Reduced |
| First National Trust Co | 19,941 | $480.0K | 0.03% | +11,291+130.5% | Added |
| HBK Sorce Advisory LLC | 20,750 | $500.0K | 0.03% | 00.0% | Unchanged |
| Salzhauer Michael | 36,573 | $880.0K | 0.33% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 44,000 | $1.06M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 47,611 | $1.15M | 0.00% | −50.0% | Reduced |
| Millennium Management LLC | 59,858 | $1.44M | 0.00% | −11,768−16.4% | Reduced |
| Waldron Private Wealth LLC | 60,306 | $1.45M | 0.07% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 82,999 | $2.00M | 0.00% | −2,305−2.7% | Reduced |
| Fourthstone LLC | 98,218 | $2.36M | 0.89% | +5,718+6.2% | Added |
| Endeavour Capital Advisors Inc | 110,839 | $2.67M | 0.37% | +420.0% | Added |
| Manufacturers Life Insurance Company, The | 154,353 | $3.72M | 0.00% | +3,067+2.0% | Added |
| Petiole USA ltd | 179,046 | $4.31M | 3.10% | +179,046 | New |
| Vanguard Group Inc | 184,938 | $4.45M | 0.00% | −183−0.1% | Reduced |
| Janney Montgomery Scott LLC | 254,667 | $6.13M | 0.02% | −1,495−0.6% | 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 |