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