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.
| 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 2022
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1 | $0 | 0.00% | +1 | New |
| BNP Paribas Arbitrage, SA | 30 | $643 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 31 | $664 | 0.00% | −1−3.1% | Reduced |
| Tower Research Capital LLC (TRC) | 43 | $1.00K | 0.00% | +43 | New |
| Glen Eagle Advisors, LLC | 75 | $1.61K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 106 | $2.00K | 0.00% | +106 | New |
| CWM, LLC | 579 | $12.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 879 | $18.8K | 0.00% | −185−17.4% | Reduced |
| Acadian Asset Management LLC | 970 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,485 | $32.0K | 0.00% | −45−2.9% | Reduced |
| Bank of America Corp | 1,993 | $42.7K | 0.00% | +5+0.3% | Added |
| Fifth Third Bancorp | 4,650 | $99.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,080 | $130.3K | 0.00% | +6,080 | New |
| Barclays PLC | 7,430 | $159.2K | 0.00% | −18−0.2% | Reduced |
| Northern Trust Corp | 9,355 | $200.5K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 9,466 | $202.9K | 0.00% | −2,145−18.5% | Reduced |
| Dimensional Fund Advisors LP | 10,703 | $229.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 11,441 | $245.2K | 0.00% | −200−1.7% | Reduced |
| Umb Bank N A | 12,385 | $265.0K | 0.00% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 14,268 | $305.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,027 | $322.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 19,936 | $427.2K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 19,941 | $427.3K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 33,642 | $721.0K | 0.13% | 00.0% | Unchanged |
| Salzhauer Michael | 36,573 | $783.8K | 0.47% | 00.0% | Unchanged |
| Millennium Management LLC | 39,988 | $857.0K | 0.00% | −15,197−27.5% | Reduced |
| Geode Capital Management, LLC | 40,444 | $866.0K | 0.00% | +249+0.6% | Added |
| HBK Sorce Advisory LLC | 41,500 | $889.0K | 0.02% | +20,750+100.0% | Added |
| BlackRock Inc. | 45,616 | $977.6K | 0.00% | −471−1.0% | Reduced |
| Renaissance Technologies LLC | 55,799 | $1.20M | 0.00% | −2,670−4.6% | Reduced |
| Waldron Private Wealth LLC | 60,306 | $1.31M | 0.08% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 70,400 | $1.51M | 0.04% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 111,021 | $2.38M | 0.64% | +480.0% | Added |
| Manufacturers Life Insurance Company, The | 164,245 | $3.52M | 0.00% | +6,893+4.4% | Added |
| Vanguard Group Inc | 187,409 | $4.02M | 0.00% | +206+0.1% | Added |
| Petiole USA ltd | 215,198 | $4.61M | 3.38% | +9,576+4.7% | Added |
| Janney Montgomery Scott LLC | 246,006 | $5.27M | 0.02% | +3,134+1.3% | Added |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −14,058−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −13,130−100.0% | Sold out |