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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 29 | $589 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $1.55K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 140 | $2.90K | 0.00% | +108+337.5% | Added |
| Royal Bank of Canada | 354 | $7.00K | 0.00% | +8+2.3% | Added |
| UBS Group AG | 350 | $7.25K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 579 | $12.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 970 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,034 | $21.4K | 0.00% | +1,034 | New |
| Bank of America Corp | 2,022 | $41.9K | 0.00% | +34+1.7% | Added |
| Fifth Third Bancorp | 4,650 | $96.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,080 | $125.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,805 | $140.9K | 0.00% | −1,163−14.6% | Reduced |
| Barclays PLC | 7,430 | $153.8K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 10,166 | $210.4K | 0.00% | +180+1.8% | Added |
| State Street Corp | 11,441 | $232.5K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 11,507 | $233.8K | 0.00% | −194−1.7% | Reduced |
| Umb Bank N A | 12,385 | $256.4K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,869 | $266.4K | 0.00% | +12,869 | New |
| Wesbanco Bank Inc | 14,268 | $296.0K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,090 | $333.1K | 0.00% | +300+1.9% | Added |
| HRT Financial LP | 18,376 | $373.0K | 0.00% | +18,376 | New |
| American Century Companies Inc | 20,056 | $407.5K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 19,941 | $412.8K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 20,750 | $421.6K | 0.02% | 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 |
| S&T Bank | 33,642 | $696.0K | 0.13% | 00.0% | Unchanged |
| Salzhauer Michael | 35,923 | $743.6K | 0.80% | −650−1.8% | Reduced |
| Geode Capital Management, LLC | 41,109 | $835.3K | 0.00% | +665+1.6% | Added |
| Millennium Management LLC | 42,358 | $860.7K | 0.00% | +4,389+11.6% | Added |
| Bank of Montreal | 42,984 | $889.8K | 0.00% | +42,984 | New |
| Renaissance Technologies LLC | 49,399 | $1.02M | 0.00% | −2,700−5.2% | Reduced |
| Bridgeway Capital Management, LLC | 54,504 | $1.11M | 0.03% | +744+1.4% | Added |
| BlackRock Inc. | 55,676 | $1.15M | 0.00% | +10,292+22.7% | Added |
| Waldron Private Wealth LLC | 60,306 | $1.25M | 0.06% | 00.0% | Unchanged |
| Vanguard Group Inc | 82,241 | $1.70M | 0.00% | −105,497−56.2% | Reduced |
| Alliancebernstein L.P. | 89,003 | $1.84M | 0.00% | +55,039+162.1% | Added |
| Endeavour Capital Advisors Inc | 111,125 | $2.30M | 1.01% | +104+0.1% | Added |
| Manufacturers Life Insurance Company, The | 165,914 | $3.37M | 0.00% | +1,451+0.9% | Added |
| Petiole USA ltd | 215,198 | $4.45M | 4.36% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 311,163 | $6.44M | 0.02% | +56,660+22.3% | Added |
| 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 |