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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 2023

Institutional positions in CB Financial Services, Inc. as of Mar 31, 2023. 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
38
+1 vs. Q4 2022
Shares held
1.50M
+353 (0.0%) vs. Q4 2022
Total value
$32.5M
+$406.5K (+1.3%) vs. Q4 2022
New holders
2
9 more added
Sold out
1
9 more reduced

Compare with Q4 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 holdersQ1 2023: 38 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 heldQ1 2023: $32.5M
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, Q1 2023

Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q4 2022.

Institutions holding CBFV in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co1$00.00%00.0%Unchanged
Capital Advisors, Ltd. LLC9$00.00%+9New
BNP Paribas Arbitrage, SA29$6300.00%−1−3.3%Reduced
Wells Fargo & Company32$6950.00%+1+3.2%Added
Glen Eagle Advisors, LLC75$1.63K0.00%00.0%Unchanged
UBS Group AG350$7.60K0.00%−529−60.2%Reduced
Royal Bank of Canada346$8.00K0.00%+240+226.4%Added
CWM, LLC579$13.0K0.00%00.0%Unchanged
Acadian Asset Management LLC970$21.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,485$32.0K0.00%00.0%Unchanged
Bank of America Corp1,988$43.2K0.00%−5−0.3%Reduced
Fifth Third Bancorp4,650$101.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC6,080$132.0K0.00%00.0%Unchanged
Barclays PLC7,430$161.3K0.00%00.0%Unchanged
Morgan Stanley7,968$173.0K0.00%−1,498−15.8%Reduced
Northern Trust Corp9,986$216.8K0.00%+631+6.7%Added
State Street Corp11,441$248.4K0.00%00.0%Unchanged
Dimensional Fund Advisors LP11,701$254.0K0.00%+998+9.3%Added
Umb Bank N A12,385$268.9K0.00%00.0%Unchanged
Wesbanco Bank Inc14,268$310.0K0.01%00.0%Unchanged
Stifel Financial Corp15,790$342.8K0.00%+763+5.1%Added
First National Trust Co19,941$432.9K0.02%00.0%Unchanged
American Century Companies Inc20,056$441.2K0.00%+120+0.6%Added
HBK Sorce Advisory LLC20,750$450.5K0.02%−20,750−50.0%Reduced
S&T Bank33,642$721.0K0.13%00.0%Unchanged
Alliancebernstein L.P.33,964$737.4K0.00%+33,964New
Salzhauer Michael36,573$794.0K0.72%00.0%Unchanged
Millennium Management LLC37,969$824.0K0.00%−2,019−5.0%Reduced
Geode Capital Management, LLC40,444$878.0K0.00%00.0%Unchanged
BlackRock Inc.45,384$985.3K0.00%−232−0.5%Reduced
Renaissance Technologies LLC52,099$1.13M0.00%−3,700−6.6%Reduced
Bridgeway Capital Management, LLC53,760$1.17M0.03%−16,640−23.6%Reduced
Waldron Private Wealth LLC60,306$1.31M0.06%00.0%Unchanged
Endeavour Capital Advisors Inc111,021$2.41M1.10%00.0%Unchanged
Manufacturers Life Insurance Company, The164,463$3.57M0.00%+218+0.1%Added
Vanguard Group Inc187,738$4.08M0.00%+329+0.2%Added
Petiole USA ltd215,198$4.67M4.51%00.0%Unchanged
Janney Montgomery Scott LLC254,503$5.53M0.02%+8,497+3.5%Added
Tower Research Capital LLC (TRC)0$00.00%−43−100.0%Sold out