Skip to main content

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 2022

Institutional positions in CB Financial Services, Inc. as of Dec 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
37
+2 vs. Q3 2022
Shares held
1.50M
−1.03K (−0.1%) vs. Q3 2022
Total value
$32.1M
−$497.7K (−1.5%) vs. Q3 2022
New holders
4
8 more added
Sold out
2
9 more reduced

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 37 institutions
Q1 2021: 46 institutionsQ2 2021: 42 institutionsQ3 2021: 41 institutionsQ4 2021: 46 institutionsQ1 2022: 41 institutionsQ2 2022: 36 institutionsQ3 2022: 35 institutionsQ4 2022: 37 institutionsQ1 2023: 38 institutionsQ2 2023: 41 institutionsQ3 2023: 40 institutionsQ4 2023: 39 institutionsQ1 2024: 39 institutionsQ2 2024: 41 institutionsQ3 2024: 40 institutionsQ4 2024: 46 institutionsQ1 2025: 48 institutionsQ2 2025: 56 institutionsQ3 2025: 70 institutionsQ4 2025: 74 institutionsQ1 2026: 78 institutionsQ2 2026: 80 institutions
Value heldQ4 2022: $32.1M
Q1 2021: $34.6MQ2 2021: $29.0MQ3 2021: $32.6MQ4 2021: $37.6MQ1 2022: $34.9MQ2 2022: $33.4MQ3 2022: $32.6MQ4 2022: $32.1MQ1 2023: $32.5MQ2 2023: $33.7MQ3 2023: $34.8MQ4 2023: $40.9MQ1 2024: $38.2MQ2 2024: $43.4MQ3 2024: $54.9MQ4 2024: $61.2MQ1 2025: $58.6MQ2 2025: $62.5MQ3 2025: $75.7MQ4 2025: $78.4MQ1 2026: $76.3MQ2 2026: $86.1M
Institutions holding CBFV and their total value by quarter
QuarterHoldersValue
Q2 202680$86.1M
Q1 202678$76.3M
Q4 202574$78.4M
Q3 202570$75.7M
Q2 202556$62.5M
Q1 202548$58.6M
Q4 202446$61.2M
Q3 202440$54.9M
Q2 202441$43.4M
Q1 202439$38.2M
Q4 202339$40.9M
Q3 202340$34.8M
Q2 202341$33.7M
Q1 202338$32.5M
Q4 202237$32.1M
Q3 202235$32.6M
Q2 202236$33.4M
Q1 202241$34.9M
Q4 202146$37.6M
Q3 202141$32.6M
Q2 202142$29.0M
Q1 202146$34.6M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q3 2022.

Institutions holding CBFV in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Janney Montgomery Scott LLC246,006$5.27M0.02%+3,134+1.3%Added
Petiole USA ltd215,198$4.61M3.38%+9,576+4.7%Added
Vanguard Group Inc187,409$4.02M0.00%+206+0.1%Added
Manufacturers Life Insurance Company, The164,245$3.52M0.00%+6,893+4.4%Added
Endeavour Capital Advisors Inc111,021$2.38M0.64%+480.0%Added
Bridgeway Capital Management, LLC70,400$1.51M0.04%00.0%Unchanged
Waldron Private Wealth LLC60,306$1.31M0.08%00.0%Unchanged
Renaissance Technologies LLC55,799$1.20M0.00%−2,670−4.6%Reduced
BlackRock Inc.45,616$977.6K0.00%−471−1.0%Reduced
HBK Sorce Advisory LLC41,500$889.0K0.02%+20,750+100.0%Added
Geode Capital Management, LLC40,444$866.0K0.00%+249+0.6%Added
Millennium Management LLC39,988$857.0K0.00%−15,197−27.5%Reduced
Salzhauer Michael36,573$783.8K0.47%00.0%Unchanged
S&T Bank33,642$721.0K0.13%00.0%Unchanged
First National Trust Co19,941$427.3K0.02%00.0%Unchanged
American Century Companies Inc19,936$427.2K0.00%00.0%Unchanged
Stifel Financial Corp15,027$322.0K0.00%00.0%Unchanged
Wesbanco Bank Inc14,268$305.0K0.01%00.0%Unchanged
Umb Bank N A12,385$265.0K0.00%00.0%Unchanged
State Street Corp11,441$245.2K0.00%−200−1.7%Reduced
Dimensional Fund Advisors LP10,703$229.0K0.00%00.0%Unchanged
Morgan Stanley9,466$202.9K0.00%−2,145−18.5%Reduced
Northern Trust Corp9,355$200.5K0.00%00.0%Unchanged
Barclays PLC7,430$159.2K0.00%−18−0.2%Reduced
Steward Partners Investment Advisory, LLC6,080$130.3K0.00%+6,080New
Fifth Third Bancorp4,650$99.7K0.00%00.0%Unchanged
Bank of America Corp1,993$42.7K0.00%+5+0.3%Added
Advisor Group Holdings, Inc.1,485$32.0K0.00%−45−2.9%Reduced
Acadian Asset Management LLC970$20.0K0.00%00.0%Unchanged
UBS Group AG879$18.8K0.00%−185−17.4%Reduced
CWM, LLC579$12.0K0.00%00.0%Unchanged
Royal Bank of Canada106$2.00K0.00%+106New
Glen Eagle Advisors, LLC75$1.61K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)43$1.00K0.00%+43New
Wells Fargo & Company31$6640.00%−1−3.1%Reduced
BNP Paribas Arbitrage, SA30$6430.00%00.0%Unchanged
JPMorgan Chase & Co1$00.00%+1New
Bank of New York Mellon Corp0$00.00%−14,058−100.0%Sold out
Fourthstone LLC0$00.00%−13,130−100.0%Sold out