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 2024
Institutional positions in CB Financial Services, Inc. as of Dec 31, 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
- 46
- +6 vs. Q3 2024
- Shares held
- 2.14M
- +175.7K (+8.9%) vs. Q3 2024
- Total value
- $61.2M
- +$6.24M (+11.4%) vs. Q3 2024
- New holders
- 9
- 13 more added
- Sold out
- 3
- 12 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 4 | $0 | 0.00% | −296−98.7% | Reduced |
| BNP Paribas Arbitrage, SA | 29 | $829 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $2.14K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 107 | $3.06K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 579 | $17.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,500 | $71.5K | 0.00% | +855+52.0% | Added |
| Acadian Asset Management LLC | 3,192 | $88.0K | 0.00% | +1,103+52.8% | Added |
| Bank of America Corp | 3,807 | $108.8K | 0.00% | +3,488+1,093.4% | Added |
| UBS Group AG | 3,864 | $110.4K | 0.00% | −1,116−22.4% | Reduced |
| Fifth Third Bancorp | 4,650 | $132.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,080 | $173.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 7,430 | $212.3K | 0.00% | −943−11.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,575 | $216.5K | 0.00% | +7,575 | New |
| Morgan Stanley | 8,190 | $234.1K | 0.00% | +924+12.7% | Added |
| Fiduciary Trust Co | 9,323 | $266.5K | 0.00% | +9,323 | New |
| Northern Trust Corp | 10,239 | $292.6K | 0.00% | +149+1.5% | Added |
| Millennium Management LLC | 10,532 | $301.0K | 0.00% | +10,532 | New |
| Goldman Sachs Group Inc | 10,834 | $309.6K | 0.00% | +10,834 | New |
| Wesbanco Bank Inc | 11,115 | $317.7K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 11,130 | $318.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,146 | $319.0K | 0.00% | −6,198−35.7% | Reduced |
| Ameriprise Financial Inc | 11,291 | $322.7K | 0.00% | +11,291 | New |
| 683 Capital Management, LLC | 12,019 | $343.5K | 0.03% | +12,019 | New |
| State Street Corp | 12,041 | $344.1K | 0.00% | +600+5.2% | Added |
| Qube Research & Technologies Ltd | 12,413 | $354.8K | 0.00% | +12,413 | New |
| Stifel Financial Corp | 15,928 | $455.2K | 0.00% | −155−1.0% | Reduced |
| Dimensional Fund Advisors LP | 17,822 | $509.3K | 0.00% | +967+5.7% | Added |
| American Century Companies Inc | 18,503 | $528.8K | 0.00% | −322−1.7% | Reduced |
| M3F, Inc. | 32,055 | $916.0K | 0.26% | +32,055 | New |
| Empowered Funds, LLC | 33,172 | $948.1K | 0.01% | +600+1.8% | Added |
| Bryn Mawr Trust Co | 33,642 | $961.5K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 33,642 | $961.5K | 0.31% | +33,642 | New |
| Salzhauer Michael | 34,203 | $977.5K | 0.50% | 00.0% | Unchanged |
| De Lisle Partners LLP | 34,074 | $978.9K | 0.14% | +4,819+16.5% | Added |
| Susquehanna International Group, LLP | 45,720 | $1.31M | 0.00% | +21,628+89.8% | Added |
| Geode Capital Management, LLC | 48,219 | $1.38M | 0.00% | −138−0.3% | Reduced |
| Renaissance Technologies LLC | 49,099 | $1.40M | 0.00% | −2,800−5.4% | Reduced |
| Vanguard Group Inc | 62,275 | $1.78M | 0.00% | 00.0% | Unchanged |
| BlackRock, Inc. | 62,507 | $1.79M | 0.00% | +4,316+7.4% | Added |
| Bridgeway Capital Management, LLC | 64,172 | $1.83M | 0.04% | −400−0.6% | Reduced |
| Endeavour Capital Advisors Inc | 111,416 | $3.18M | 1.01% | +220+0.2% | Added |
| Waldron Private Wealth LLC | 120,612 | $3.45M | 0.14% | +60,306+100.0% | Added |
| Manufacturers Life Insurance Company, The | 165,938 | $4.74M | 0.00% | −664−0.4% | Reduced |
| Petiole USA ltd | 215,198 | $6.15M | 3.87% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 352,996 | $10.1M | 0.03% | −11,943−3.3% | Reduced |
| Alliancebernstein L.P. | 419,420 | $12.0M | 0.00% | −1,957−0.5% | Reduced |
| Fourthstone LLC | 0 | $0 | 0.00% | −13,329−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −12,385−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −11,291−100.0% | Sold out |