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, Q2 2023
Institutional positions in CB Financial Services, Inc. as of Jun 30, 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
- 41
- +3 vs. Q1 2023
- Shares held
- 1.63M
- +138.5K (+9.3%) vs. Q1 2023
- Total value
- $33.7M
- +$1.20M (+3.7%) vs. Q1 2023
- New holders
- 6
- 13 more added
- Sold out
- 3
- 5 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 311,163 | $6.44M | 0.02% | +56,660+22.3% | Added |
| Petiole USA ltd | 215,198 | $4.45M | 4.36% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 165,914 | $3.37M | 0.00% | +1,451+0.9% | Added |
| Endeavour Capital Advisors Inc | 111,125 | $2.30M | 1.01% | +104+0.1% | Added |
| Alliancebernstein L.P. | 89,003 | $1.84M | 0.00% | +55,039+162.1% | Added |
| Vanguard Group Inc | 82,241 | $1.70M | 0.00% | −105,497−56.2% | Reduced |
| Waldron Private Wealth LLC | 60,306 | $1.25M | 0.06% | 00.0% | Unchanged |
| BlackRock Inc. | 55,676 | $1.15M | 0.00% | +10,292+22.7% | Added |
| Bridgeway Capital Management, LLC | 54,504 | $1.11M | 0.03% | +744+1.4% | Added |
| Renaissance Technologies LLC | 49,399 | $1.02M | 0.00% | −2,700−5.2% | Reduced |
| Bank of Montreal | 42,984 | $889.8K | 0.00% | +42,984 | New |
| Millennium Management LLC | 42,358 | $860.7K | 0.00% | +4,389+11.6% | Added |
| Geode Capital Management, LLC | 41,109 | $835.3K | 0.00% | +665+1.6% | Added |
| Salzhauer Michael | 35,923 | $743.6K | 0.80% | −650−1.8% | Reduced |
| S&T Bank | 33,642 | $696.0K | 0.13% | 00.0% | Unchanged |
| Empowered Funds, LLC | 22,504 | $457.3K | 0.02% | +22,504 | New |
| EA Series Trust | 22,504 | $457.3K | 0.02% | +22,504 | New |
| HBK Sorce Advisory LLC | 20,750 | $421.6K | 0.02% | 00.0% | Unchanged |
| First National Trust Co | 19,941 | $412.8K | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 20,056 | $407.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 18,376 | $373.0K | 0.00% | +18,376 | New |
| Stifel Financial Corp | 16,090 | $333.1K | 0.00% | +300+1.9% | Added |
| Wesbanco Bank Inc | 14,268 | $296.0K | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,869 | $266.4K | 0.00% | +12,869 | New |
| Umb Bank N A | 12,385 | $256.4K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 11,507 | $233.8K | 0.00% | −194−1.7% | Reduced |
| State Street Corp | 11,441 | $232.5K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 10,166 | $210.4K | 0.00% | +180+1.8% | Added |
| Barclays PLC | 7,430 | $153.8K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,805 | $140.9K | 0.00% | −1,163−14.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,080 | $125.9K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,650 | $96.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,022 | $41.9K | 0.00% | +34+1.7% | Added |
| Tower Research Capital LLC (TRC) | 1,034 | $21.4K | 0.00% | +1,034 | New |
| Acadian Asset Management LLC | 970 | $19.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 579 | $12.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 350 | $7.25K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 354 | $7.00K | 0.00% | +8+2.3% | Added |
| Wells Fargo & Company | 140 | $2.90K | 0.00% | +108+337.5% | Added |
| Glen Eagle Advisors, LLC | 75 | $1.55K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 29 | $589 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |