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 2025
Institutional positions in CB Financial Services, Inc. as of Sep 30, 2025. 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
- 70
- +14 vs. Q2 2025
- Shares held
- 2.28M
- +84.1K (+3.8%) vs. Q2 2025
- Total value
- $75.7M
- +$13.1M (+21.0%) vs. Q2 2025
- New holders
- 17
- 18 more added
- Sold out
- 3
- 19 more reduced
Compare with Q2 2025: 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 2025
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $34 | 0.00% | +1 | New |
| Allworth Financial LP | 2 | $67 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 3 | $100 | 0.00% | +3 | New |
| IFP Advisors, Inc | 8 | $266 | 0.00% | +8 | New |
| FMR LLC | 10 | $332 | 0.00% | +10 | New |
| GAMMA Investing LLC | 23 | $764 | 0.00% | +23 | New |
| Royal Bank of Canada | 42 | $1.00K | 0.00% | −327−88.6% | Reduced |
| Roble, Belko & Company, Inc | 22 | $1.00K | 0.00% | +22 | New |
| Citigroup Inc | 53 | $1.76K | 0.00% | −1,511−96.6% | Reduced |
| SRS Capital Advisors, Inc. | 74 | $2.46K | 0.00% | +74 | New |
| Glen Eagle Advisors, LLC | 75 | $2.49K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 132 | $4.38K | 0.00% | +132 | New |
| Amalgamated Bank | 159 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 170 | $5.63K | 0.00% | +170 | New |
| California State Teachers Retirement System | 291 | $9.66K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 314 | $10.4K | 0.00% | +188+149.2% | Added |
| Legal & General Group Plc | 420 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 476 | $15.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 547 | $18.2K | 0.00% | +547 | New |
| Tower Research Capital LLC (TRC) | 698 | $23.2K | 0.00% | +692+11,533.3% | Added |
| CWM, LLC | 867 | $29.0K | 0.00% | +288+49.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,056 | $35.1K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,343 | $44.6K | 0.00% | +635+89.7% | Added |
| Rockefeller Capital Management L.P. | 1,576 | $52.3K | 0.00% | +1,576 | New |
| New York State Common Retirement Fund | 2,100 | $69.7K | 0.00% | −1,600−43.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,113 | $70.2K | 0.00% | −435−17.1% | Reduced |
| Deutsche Bank AG | 2,888 | $95.9K | 0.00% | +2,888 | New |
| MetLife Investment Management | 2,933 | $97.4K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,486 | $115.8K | 0.00% | +404+13.1% | Added |
| JPMorgan Chase & Co | 4,209 | $139.8K | 0.00% | +1,752+71.3% | Added |
| Rhumbline Advisers | 4,646 | $154.3K | 0.00% | −1,716−27.0% | Reduced |
| Fifth Third Bancorp | 4,650 | $154.4K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,035 | $167.2K | 0.00% | +924+22.5% | Added |
| Steward Partners Investment Advisory, LLC | 6,080 | $201.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,474 | $248.2K | 0.00% | +4,309+136.1% | Added |
| Los Angeles Capital Management LLC | 7,770 | $258.0K | 0.00% | +7,770 | New |
| Gsa Capital Partners LLP | 8,098 | $269.0K | 0.02% | +8,098 | New |
| Nuveen, LLC | 8,107 | $269.2K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,576 | $284.8K | 0.00% | +632+8.0% | Added |
| Morgan Stanley | 9,062 | $301.0K | 0.00% | −4,917−35.2% | Reduced |
| Fourthstone LLC | 9,906 | $329.0K | 0.06% | −24,715−71.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,551 | $350.4K | 0.00% | +10,551 | New |
| Wesbanco Bank Inc | 10,912 | $362.4K | 0.01% | −203−1.8% | Reduced |
| Bank of New York Mellon Corp | 11,118 | $369.2K | 0.00% | +307+2.8% | Added |
| Ameriprise Financial Inc | 11,291 | $375.0K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,644 | $453.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 13,876 | $460.8K | 0.00% | −1,989−12.5% | Reduced |
| Stifel Financial Corp | 15,528 | $515.7K | 0.00% | −300−1.9% | Reduced |
| Goldman Sachs Group Inc | 17,639 | $585.8K | 0.00% | +17,639 | New |
| American Century Companies Inc | 17,734 | $588.9K | 0.00% | −176−1.0% | Reduced |
| Salzhauer Michael | 18,903 | $627.8K | 0.37% | −300−1.6% | Reduced |
| Acadian Asset Management LLC | 22,871 | $756.0K | 0.00% | +15,157+196.5% | Added |
| Bryn Mawr Trust Co | 33,642 | $1.12M | 0.03% | 00.0% | Unchanged |
| S&T Bank | 33,642 | $1.12M | 0.31% | 00.0% | Unchanged |
| De Lisle Partners LLP | 34,074 | $1.13M | 0.14% | 00.0% | Unchanged |
| Northern Trust Corp | 34,812 | $1.16M | 0.00% | −1,691−4.6% | Reduced |
| Dimensional Fund Advisors LP | 35,115 | $1.17M | 0.00% | +27+0.1% | Added |
| Empowered Funds, LLC | 36,840 | $1.22M | 0.01% | +2,303+6.7% | Added |
| State Street Corp | 47,347 | $1.57M | 0.00% | +4,855+11.4% | Added |
| Endeavour Capital Advisors Inc | 51,783 | $1.72M | 0.52% | −59,633−53.5% | Reduced |
| Renaissance Technologies LLC | 60,199 | $2.00M | 0.00% | +5,083+9.2% | Added |
| Waldron Private Wealth LLC | 60,306 | $2.00M | 0.08% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 67,840 | $2.25M | 0.05% | +2,303+3.5% | Added |
| Geode Capital Management, LLC | 105,623 | $3.51M | 0.00% | −1,985−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 161,753 | $5.37M | 0.00% | −5,165−3.1% | Reduced |
| M3F, Inc. | 164,014 | $5.45M | 1.54% | −11,344−6.5% | Reduced |
| BlackRock, Inc. | 243,579 | $8.09M | 0.00% | +14,928+6.5% | Added |
| Vanguard Group Inc | 246,068 | $8.17M | 0.00% | +150,873+158.5% | Added |
| Alliancebernstein L.P. | 261,557 | $8.69M | 0.00% | −22,127−7.8% | Reduced |
| Janney Montgomery Scott LLC | 330,984 | $11.0M | 0.03% | −9,478−2.8% | Reduced |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,595−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −7,423−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −3,486−100.0% | Sold out |