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, Q3 2023
Institutional positions in CB Financial Services, Inc. as of Sep 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
- 40
- 0 vs. Q2 2023
- Shares held
- 1.62M
- +10.9K (+0.7%) vs. Q2 2023
- Total value
- $34.8M
- +$1.62M (+4.9%) vs. Q2 2023
- New holders
- 3
- 10 more added
- Sold out
- 3
- 11 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 323,381 | $6.92M | 0.03% | +12,218+3.9% | Added |
| Petiole USA ltd | 215,198 | $4.61M | 4.22% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 167,619 | $3.63M | 0.00% | +1,705+1.0% | Added |
| Alliancebernstein L.P. | 159,035 | $3.40M | 0.00% | +70,032+78.7% | Added |
| Endeavour Capital Advisors Inc | 111,178 | $2.38M | 0.96% | +530.0% | Added |
| Vanguard Group Inc | 85,153 | $1.82M | 0.00% | +2,912+3.5% | Added |
| Waldron Private Wealth LLC | 60,306 | $1.29M | 0.07% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 56,400 | $1.22M | 0.03% | +1,896+3.5% | Added |
| BlackRock Inc. | 55,471 | $1.19M | 0.00% | −205−0.4% | Reduced |
| Renaissance Technologies LLC | 44,699 | $957.0K | 0.00% | −4,700−9.5% | Reduced |
| Geode Capital Management, LLC | 40,525 | $878.8K | 0.00% | −584−1.4% | Reduced |
| Salzhauer Michael | 35,350 | $756.5K | 0.82% | −573−1.6% | Reduced |
| S&T Bank | 33,642 | $720.0K | 0.14% | 00.0% | Unchanged |
| Millennium Management LLC | 29,526 | $640.1K | 0.00% | −12,832−30.3% | Reduced |
| Empowered Funds, LLC | 24,400 | $529.0K | 0.02% | +1,896+8.4% | Added |
| American Century Companies Inc | 20,056 | $434.8K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 19,941 | $426.7K | 0.02% | 00.0% | Unchanged |
| Fourthstone LLC | 19,231 | $411.5K | 0.09% | +19,231 | New |
| HBK Sorce Advisory LLC | 15,730 | $341.0K | 0.02% | −5,020−24.2% | Reduced |
| Stifel Financial Corp | 15,577 | $333.3K | 0.00% | −513−3.2% | Reduced |
| Wesbanco Bank Inc | 14,152 | $302.9K | 0.01% | −116−0.8% | Reduced |
| Umb Bank N A | 12,385 | $265.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 11,507 | $249.5K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 11,441 | $248.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 10,166 | $217.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 7,430 | $159.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,552 | $140.2K | 0.00% | −253−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,080 | $130.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,650 | $99.5K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,084 | $44.6K | 0.00% | +62+3.1% | Added |
| Acadian Asset Management LLC | 970 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 657 | $14.1K | 0.00% | −377−36.5% | Reduced |
| CWM, LLC | 579 | $13.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 370 | $7.92K | 0.00% | +20+5.7% | Added |
| Royal Bank of Canada | 300 | $6.00K | 0.00% | −54−15.3% | Reduced |
| JPMorgan Chase & Co | 269 | $5.83K | 0.00% | +269 | New |
| Wells Fargo & Company | 141 | $3.02K | 0.00% | +1+0.7% | Added |
| Qube Research & Technologies Ltd | 84 | $1.82K | 0.00% | +84 | New |
| Glen Eagle Advisors, LLC | 75 | $1.60K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 29 | $629 | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 0 | $0 | 0.00% | −42,984−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,376−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −12,869−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |