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 2023
Institutional positions in CB Financial Services, Inc. as of Dec 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
- 39
- −1 vs. Q3 2023
- Shares held
- 1.72M
- +94.5K (+5.8%) vs. Q3 2023
- Total value
- $40.9M
- +$6.06M (+17.4%) vs. Q3 2023
- New holders
- 1
- 14 more added
- Sold out
- 2
- 5 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 326,985 | $7.79M | 0.03% | +3,604+1.1% | Added |
| Alliancebernstein L.P. | 288,280 | $6.86M | 0.00% | +129,245+81.3% | Added |
| Petiole USA ltd | 215,198 | $5.12M | 3.79% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 167,619 | $3.99M | 0.00% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 111,231 | $2.65M | 0.89% | +530.0% | Added |
| Vanguard Group Inc | 62,207 | $1.48M | 0.00% | −22,946−26.9% | Reduced |
| Waldron Private Wealth LLC | 60,306 | $1.44M | 0.07% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 58,704 | $1.40M | 0.03% | +2,304+4.1% | Added |
| BlackRock Inc. | 55,895 | $1.33M | 0.00% | +424+0.8% | Added |
| Renaissance Technologies LLC | 51,831 | $1.23M | 0.00% | +7,132+16.0% | Added |
| Geode Capital Management, LLC | 40,525 | $965.6K | 0.00% | 00.0% | Unchanged |
| Salzhauer Michael | 34,203 | $814.4K | 0.73% | −1,147−3.2% | Reduced |
| S&T Bank | 33,642 | $801.0K | 0.15% | 00.0% | Unchanged |
| Empowered Funds, LLC | 26,704 | $636.1K | 0.02% | +2,304+9.4% | Added |
| American Century Companies Inc | 20,056 | $477.7K | 0.00% | 00.0% | Unchanged |
| First National Trust Co | 19,941 | $474.8K | 0.02% | 00.0% | Unchanged |
| Fourthstone LLC | 19,231 | $457.9K | 0.09% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,235 | $386.6K | 0.00% | +658+4.2% | Added |
| HBK Sorce Advisory LLC | 15,730 | $374.7K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 14,152 | $337.0K | 0.02% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 13,295 | $316.7K | 0.00% | +1,788+15.5% | Added |
| Umb Bank N A | 12,385 | $294.9K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 11,441 | $272.5K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 10,228 | $243.5K | 0.00% | +62+0.6% | Added |
| Barclays PLC | 7,613 | $181.3K | 0.00% | +183+2.5% | Added |
| Morgan Stanley | 6,170 | $146.9K | 0.00% | −382−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,080 | $144.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,650 | $110.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,661 | $63.4K | 0.00% | +2,291+619.2% | Added |
| Acadian Asset Management LLC | 970 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 605 | $14.4K | 0.00% | −52−7.9% | Reduced |
| CWM, LLC | 579 | $14.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 362 | $8.62K | 0.00% | +362 | New |
| Qube Research & Technologies Ltd | 315 | $7.50K | 0.00% | +231+275.0% | Added |
| Royal Bank of Canada | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 250 | $5.95K | 0.00% | −1,834−88.0% | Reduced |
| Wells Fargo & Company | 142 | $3.38K | 0.00% | +1+0.7% | Added |
| Glen Eagle Advisors, LLC | 75 | $1.79K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 29 | $691 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −29,526−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −269−100.0% | Sold out |