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, Q1 2022
Institutional positions in CB Financial Services, Inc. as of Mar 31, 2022. 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
- 41
- −4 vs. Q4 2021
- Shares held
- 1.46M
- −116.4K (−7.4%) vs. Q4 2021
- Total value
- $34.9M
- −$2.69M (−7.2%) vs. Q4 2021
- New holders
- 1
- 8 more added
- Sold out
- 5
- 13 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 252,997 | $6.07M | 0.03% | −1,670−0.7% | Reduced |
| Vanguard Group Inc | 185,433 | $4.45M | 0.00% | +495+0.3% | Added |
| Petiole USA ltd | 179,046 | $4.32M | 3.34% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 157,095 | $3.70M | 0.00% | +2,742+1.8% | Added |
| Endeavour Capital Advisors Inc | 110,880 | $2.66M | 0.42% | +410.0% | Added |
| Renaissance Technologies LLC | 79,895 | $1.92M | 0.00% | −3,104−3.7% | Reduced |
| Waldron Private Wealth LLC | 60,306 | $1.45M | 0.07% | 00.0% | Unchanged |
| Millennium Management LLC | 57,427 | $1.35M | 0.00% | −2,431−4.1% | Reduced |
| Geode Capital Management, LLC | 46,107 | $1.08M | 0.00% | −1,504−3.2% | Reduced |
| Bridgeway Capital Management, LLC | 44,000 | $1.04M | 0.02% | 00.0% | Unchanged |
| Salzhauer Michael | 36,573 | $878.0K | 0.39% | 00.0% | Unchanged |
| S&T Bank | 33,642 | $807.0K | 0.12% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 20,510 | $483.0K | 0.03% | −240−1.2% | Reduced |
| First National Trust Co | 19,941 | $479.0K | 0.02% | 00.0% | Unchanged |
| Fourthstone LLC | 16,482 | $396.0K | 0.16% | −81,736−83.2% | Reduced |
| American Century Companies Inc | 15,928 | $375.0K | 0.00% | +3,552+28.7% | Added |
| Stifel Financial Corp | 15,127 | $363.0K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 14,268 | $342.0K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 13,714 | $329.0K | 0.00% | −456−3.2% | Reduced |
| Bank of New York Mellon Corp | 13,445 | $323.0K | 0.00% | +144+1.1% | Added |
| Umb Bank N A | 12,385 | $297.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 11,397 | $273.0K | 0.00% | −302−2.6% | Reduced |
| Rodgers Brothers Inc. | 11,160 | $264.0K | 0.05% | 00.0% | Unchanged |
| State Street Corp | 10,561 | $249.0K | 0.00% | +73+0.7% | Added |
| Ergoteles LLC | 9,910 | $233.0K | 0.01% | −5,856−37.1% | Reduced |
| Northern Trust Corp | 9,537 | $229.0K | 0.00% | −1,715−15.2% | Reduced |
| Barclays PLC | 8,198 | $197.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,650 | $112.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,473 | $59.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,123 | $51.0K | 0.00% | −57−2.6% | Reduced |
| Heritage Wealth Management, LLC | 1,322 | $32.0K | 0.01% | +1,322 | New |
| 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 |
| UBS Group AG | 827 | $19.0K | 0.00% | −522−38.7% | Reduced |
| CWM, LLC | 579 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 317 | $8.00K | 0.00% | +314+10,466.7% | Added |
| Glen Eagle Advisors, LLC | 75 | $1.80K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 31 | $1.00K | 0.00% | +2+6.9% | Added |
| Royal Bank of Canada | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 30 | $706 | 0.00% | −68−69.4% | Reduced |
| Advisor Group Holdings, Inc. | 1,485 | – | – | 00.0% | Unchanged |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −19,553−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −4,140−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |