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 2025
Institutional positions in CB Financial Services, Inc. as of Dec 31, 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
- 74
- +4 vs. Q3 2025
- Shares held
- 2.25M
- −30.3K (−1.3%) vs. Q3 2025
- Total value
- $78.4M
- +$2.70M (+3.6%) vs. Q3 2025
- New holders
- 7
- 18 more added
- Sold out
- 3
- 27 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 1 | $35 | 0.00% | −1−50.0% | Reduced |
| Rothschild Investment LLC | 1 | $35 | 0.00% | +1 | New |
| FMR LLC | 4 | $139 | 0.00% | −6−60.0% | Reduced |
| EverSource Wealth Advisors, LLC | 6 | $209 | 0.00% | +3+100.0% | Added |
| The PNC Financial Services Group, Inc. | 15 | $523 | 0.00% | +15 | New |
| IFP Advisors, Inc | 18 | $627 | 0.00% | +10+125.0% | Added |
| Royal Bank of Canada | 41 | $1.00K | 0.00% | −1−2.4% | Reduced |
| Roble, Belko & Company, Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 55 | $1.92K | 0.00% | +32+139.1% | Added |
| Glen Eagle Advisors, LLC | 75 | $2.62K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 75 | $2.62K | 0.00% | +75 | New |
| Essential Partners LLC | 106 | $3.69K | 0.00% | −26−19.7% | Reduced |
| Citigroup Inc | 106 | $3.70K | 0.00% | +53+100.0% | Added |
| Federated Hermes, Inc. | 118 | $4.11K | 0.00% | +118 | New |
| Amalgamated Bank | 143 | $5.00K | 0.00% | −16−10.1% | Reduced |
| Whittier Trust Co | 170 | $5.86K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 262 | $9.13K | 0.00% | −52−16.6% | Reduced |
| California State Teachers Retirement System | 279 | $9.73K | 0.00% | −12−4.1% | Reduced |
| Tower Research Capital LLC (TRC) | 317 | $11.1K | 0.00% | −381−54.6% | Reduced |
| Russell Investments Group, Ltd. | 414 | $14.4K | 0.00% | −133−24.3% | Reduced |
| Legal & General Group Plc | 420 | $14.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 476 | $16.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 733 | $25.6K | 0.00% | +733 | New |
| CWM, LLC | 916 | $32.0K | 0.00% | +49+5.7% | Added |
| Hazlett, Burt & Watson, Inc. | 958 | $33.0K | 0.01% | +958 | New |
| Police & Firemen's Retirement System of New Jersey | 1,056 | $36.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,148 | $40.0K | 0.00% | −195−14.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,576 | $54.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,078 | $72.4K | 0.00% | −35−1.7% | Reduced |
| New York State Common Retirement Fund | 2,100 | $73.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,181 | $76.0K | 0.00% | −5,293−70.8% | Reduced |
| MetLife Investment Management | 2,933 | $102.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 3,335 | $116.3K | 0.00% | −1,311−28.2% | Reduced |
| JPMorgan Chase & Co | 3,610 | $125.8K | 0.00% | −599−14.2% | Reduced |
| Deutsche Bank AG | 3,718 | $129.6K | 0.00% | +830+28.7% | Added |
| Fifth Third Bancorp | 4,650 | $162.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 5,097 | $177.7K | 0.00% | +1,611+46.2% | Added |
| Steward Partners Investment Advisory, LLC | 6,080 | $211.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,770 | $249.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 7,994 | $278.7K | 0.00% | −582−6.8% | Reduced |
| Nuveen, LLC | 8,107 | $282.6K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 9,020 | $314.4K | 0.00% | +3,985+79.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,766 | $340.4K | 0.00% | −785−7.4% | Reduced |
| Fourthstone LLC | 10,006 | $348.8K | 0.07% | +100+1.0% | Added |
| Morgan Stanley | 10,386 | $362.1K | 0.00% | +1,324+14.6% | Added |
| Bank of New York Mellon Corp | 10,533 | $367.2K | 0.00% | −585−5.3% | Reduced |
| Ameriprise Financial Inc | 11,291 | $393.6K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,615 | $395.5K | 0.01% | +10,615 | New |
| Charles Schwab Investment Management Inc | 13,296 | $463.5K | 0.00% | −348−2.6% | Reduced |
| Wesbanco Bank Inc | 13,307 | $463.9K | 0.01% | +2,395+21.9% | Added |
| Barclays PLC | 14,577 | $508.2K | 0.00% | +701+5.1% | Added |
| Stifel Financial Corp | 15,503 | $540.4K | 0.00% | −25−0.2% | Reduced |
| American Century Companies Inc | 16,387 | $571.3K | 0.00% | −1,347−7.6% | Reduced |
| Salzhauer Michael | 18,903 | $659.0K | 0.29% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 22,166 | $769.0K | 0.00% | −705−3.1% | Reduced |
| Goldman Sachs Group Inc | 24,819 | $865.2K | 0.00% | +7,180+40.7% | Added |
| Endeavour Capital Advisors Inc | 26,846 | $935.9K | 0.26% | −24,937−48.2% | Reduced |
| Northern Trust Corp | 32,153 | $1.12M | 0.00% | −2,659−7.6% | Reduced |
| Bryn Mawr Trust Co | 33,642 | $1.17M | 0.03% | 00.0% | Unchanged |
| S&T Bank | 33,642 | $1.17M | 0.37% | 00.0% | Unchanged |
| De Lisle Partners LLP | 34,074 | $1.18M | 0.15% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 36,540 | $1.27M | 0.00% | +1,425+4.1% | Added |
| Empowered Funds, LLC | 36,840 | $1.28M | 0.02% | 00.0% | Unchanged |
| State Street Corp | 50,678 | $1.77M | 0.00% | +3,331+7.0% | Added |
| Renaissance Technologies LLC | 56,877 | $1.98M | 0.00% | −3,322−5.5% | Reduced |
| Waldron Private Wealth LLC | 60,306 | $2.10M | 0.08% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 67,840 | $2.36M | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 106,009 | $3.70M | 0.00% | +386+0.4% | Added |
| Manufacturers Life Insurance Company, The | 157,332 | $5.48M | 0.00% | −4,421−2.7% | Reduced |
| M3F, Inc. | 164,014 | $5.72M | 1.57% | 00.0% | Unchanged |
| Vanguard Group Inc | 249,268 | $8.69M | 0.00% | +3,200+1.3% | Added |
| Alliancebernstein L.P. | 249,922 | $8.71M | 0.00% | −11,635−4.4% | Reduced |
| BlackRock, Inc. | 254,286 | $8.86M | 0.00% | +10,707+4.4% | Added |
| Janney Montgomery Scott LLC | 318,389 | $11.1M | 0.03% | −12,595−3.8% | Reduced |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −8,098−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |