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 2024
Institutional positions in CB Financial Services, Inc. as of Sep 30, 2024. 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 2024
- Shares held
- 1.97M
- +105.2K (+5.7%) vs. Q2 2024
- Total value
- $54.9M
- +$12.8M (+30.4%) vs. Q2 2024
- New holders
- 4
- 12 more added
- Sold out
- 4
- 9 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 29 | $811 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $2.10K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 107 | $2.99K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 319 | $8.92K | 0.00% | +32+11.1% | Added |
| CWM, LLC | 579 | $16.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,645 | $46.0K | 0.00% | +1,645 | New |
| Acadian Asset Management LLC | 2,089 | $57.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,650 | $130.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,980 | $139.2K | 0.00% | +3,767+310.6% | Added |
| Steward Partners Investment Advisory, LLC | 6,080 | $170.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 7,266 | $203.2K | 0.00% | −1,978−21.4% | Reduced |
| Barclays PLC | 8,373 | $234.1K | 0.00% | +943+12.7% | Added |
| Northern Trust Corp | 10,090 | $282.1K | 0.00% | −39−0.4% | Reduced |
| Wesbanco Bank Inc | 11,115 | $310.8K | 0.01% | −162−1.4% | Reduced |
| HBK Sorce Advisory LLC | 11,130 | $311.2K | 0.01% | 00.0% | Unchanged |
| First National Trust Co | 11,291 | $315.7K | 0.01% | −2,055−15.4% | Reduced |
| State Street Corp | 11,441 | $319.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 12,385 | $346.3K | 0.01% | 00.0% | Unchanged |
| Fourthstone LLC | 13,329 | $372.7K | 0.08% | +13,329 | New |
| Stifel Financial Corp | 16,083 | $449.7K | 0.00% | −225−1.4% | Reduced |
| Dimensional Fund Advisors LP | 16,855 | $471.3K | 0.00% | +3,246+23.9% | Added |
| Commonwealth Equity Services, LLC | 17,344 | $485.0K | 0.00% | +40.0% | Added |
| American Century Companies Inc | 18,825 | $526.3K | 0.00% | −468−2.4% | Reduced |
| Susquehanna International Group, LLP | 24,092 | $673.6K | 0.00% | +4,474+22.8% | Added |
| De Lisle Partners LLP | 29,255 | $822.5K | 0.13% | +2,429+9.1% | Added |
| Empowered Funds, LLC | 32,572 | $910.7K | 0.01% | +1,608+5.2% | Added |
| Bryn Mawr Trust Co | 33,642 | $940.6K | 0.02% | +33,642 | New |
| Salzhauer Michael | 34,203 | $956.3K | 0.61% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 48,357 | $1.35M | 0.00% | +4,295+9.7% | Added |
| Renaissance Technologies LLC | 51,899 | $1.45M | 0.00% | −500−1.0% | Reduced |
| BlackRock, Inc. | 58,191 | $1.63M | 0.00% | +58,191 | New |
| Waldron Private Wealth LLC | 60,306 | $1.69M | 0.07% | 00.0% | Unchanged |
| Vanguard Group Inc | 62,275 | $1.74M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 64,572 | $1.81M | 0.04% | +1,608+2.6% | Added |
| Endeavour Capital Advisors Inc | 111,196 | $3.11M | 0.98% | −138−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 166,602 | $4.66M | 0.00% | −931−0.6% | Reduced |
| Petiole USA ltd | 215,198 | $6.02M | 3.94% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 364,939 | $10.2M | 0.03% | +8,143+2.3% | Added |
| Alliancebernstein L.P. | 421,377 | $11.8M | 0.00% | +8,716+2.1% | Added |
| S&T Bank | 0 | $0 | 0.00% | −33,642−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −626−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |