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, Q1 2026
Institutional positions in CB Financial Services, Inc. as of Mar 31, 2026. 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
- 78
- +5 vs. Q4 2025
- Shares held
- 2.23M
- +228.7K (+11.4%) vs. Q4 2025
- Total value
- $76.3M
- +$6.66M (+9.6%) vs. Q4 2025
- New holders
- 8
- 13 more added
- Sold out
- 3
- 34 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 305,361 | $10.4M | 0.03% | −13,028−4.1% | Reduced |
| Alliancebernstein L.P. | 253,883 | $8.85M | 0.00% | +3,961+1.6% | Added |
| BlackRock, Inc. | 253,195 | $8.65M | 0.00% | −1,091−0.4% | Reduced |
| Vanguard Capital Management LLC | 194,215 | $6.64M | 0.00% | +194,215 | New |
| M3F, Inc. | 171,439 | $5.86M | 1.45% | +7,425+4.5% | Added |
| Manufacturers Life Insurance Company, The | 155,799 | $5.33M | 0.00% | −1,533−1.0% | Reduced |
| Geode Capital Management, LLC | 105,157 | $3.60M | 0.00% | −852−0.8% | Reduced |
| Bridgeway Capital Management, LLC | 65,840 | $2.25M | 0.05% | −2,000−2.9% | Reduced |
| Waldron Private Wealth LLC | 60,306 | $2.06M | 0.08% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 55,599 | $1.90M | 0.00% | −1,278−2.2% | Reduced |
| State Street Corp | 49,806 | $1.70M | 0.00% | −872−1.7% | Reduced |
| Empowered Funds, LLC | 36,840 | $1.26M | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 36,085 | $1.23M | 0.00% | −455−1.2% | Reduced |
| De Lisle Partners LLP | 33,674 | $1.16M | 0.14% | −400−1.2% | Reduced |
| Northern Trust Corp | 34,023 | $1.16M | 0.00% | +1,870+5.8% | Added |
| Bryn Mawr Trust Co | 33,642 | $1.15M | 0.03% | 00.0% | Unchanged |
| S&T Bank | 33,642 | $1.15M | 0.43% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 32,681 | $1.12M | 0.00% | +32,681 | New |
| Vanguard Portfolio Management LLC | 26,625 | $910.0K | 0.00% | +26,625 | New |
| Goldman Sachs Group Inc | 24,250 | $828.9K | 0.00% | −569−2.3% | Reduced |
| Endeavour Capital Advisors Inc | 24,166 | $826.0K | 0.19% | −2,680−10.0% | Reduced |
| Acadian Asset Management LLC | 21,723 | $740.0K | 0.00% | −443−2.0% | Reduced |
| Salzhauer Michael | 18,903 | $646.1K | 0.30% | 00.0% | Unchanged |
| Stifel Financial Corp | 15,453 | $528.2K | 0.00% | −50−0.3% | Reduced |
| American Century Companies Inc | 14,571 | $498.0K | 0.00% | −1,816−11.1% | Reduced |
| Wesbanco Bank Inc | 13,307 | $454.8K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 12,444 | $425.3K | 0.00% | −852−6.4% | Reduced |
| Ameriprise Financial Inc | 11,291 | $385.9K | 0.00% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,615 | $376.7K | 0.01% | 00.0% | Unchanged |
| Fourthstone LLC | 10,245 | $350.2K | 0.06% | +239+2.4% | Added |
| RMB Capital Management, LLC | 9,981 | $341.2K | 0.01% | +9,981 | New |
| Bank of New York Mellon Corp | 9,363 | $320.0K | 0.00% | −1,170−11.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,327 | $318.8K | 0.00% | −439−4.5% | Reduced |
| Morgan Stanley | 8,852 | $302.6K | 0.00% | −1,534−14.8% | Reduced |
| Barclays PLC | 8,670 | $296.3K | 0.00% | −5,907−40.5% | Reduced |
| Nuveen, LLC | 8,107 | $277.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 7,417 | $253.5K | 0.00% | −1,603−17.8% | Reduced |
| Citadel Advisors LLC | 6,126 | $209.4K | 0.00% | −1,868−23.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 6,080 | $207.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,650 | $158.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,550 | $155.5K | 0.00% | −3,220−41.4% | Reduced |
| Rhumbline Advisers | 3,373 | $115.3K | 0.00% | +38+1.1% | Added |
| MetLife Investment Management | 2,933 | $100.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,213 | $75.6K | 0.00% | +135+6.5% | Added |
| JPMorgan Chase & Co | 2,145 | $75.1K | 0.00% | −1,465−40.6% | Reduced |
| Deutsche Bank AG | 2,132 | $72.9K | 0.00% | −1,586−42.7% | Reduced |
| New York State Common Retirement Fund | 2,100 | $71.8K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,739 | $59.4K | 0.00% | −3,358−65.9% | Reduced |
| Vanguard Global Advisers, LLC | 1,725 | $59.0K | 0.00% | +1,725 | New |
| Rockefeller Capital Management L.P. | 1,576 | $53.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,292 | $44.2K | 0.00% | −889−40.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,120 | $38.3K | 0.00% | +803+253.3% | Added |
| BNP Paribas Arbitrage, SA | 1,060 | $36.2K | 0.00% | −88−7.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,056 | $36.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 958 | $33.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 896 | $30.6K | 0.00% | −20−2.2% | Reduced |
| Advisor Group Holdings, Inc. | 733 | $25.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 476 | $16.3K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 429 | $14.7K | 0.00% | +15+3.6% | Added |
| Legal & General Group Plc | 420 | $14.4K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 354 | $12.1K | 0.00% | +354 | New |
| California State Teachers Retirement System | 246 | $8.41K | 0.00% | −33−11.8% | Reduced |
| Citigroup Inc | 214 | $7.32K | 0.00% | +108+101.9% | Added |
| Sterling Capital Management LLC | 153 | $5.23K | 0.00% | −109−41.6% | Reduced |
| Federated Hermes, Inc. | 98 | $3.35K | 0.00% | −20−16.9% | Reduced |
| Essential Partners LLC | 89 | $3.04K | 0.00% | −17−16.0% | Reduced |
| Farther Finance Advisors, LLC | 75 | $2.59K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $2.56K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 73 | $2.50K | 0.00% | +18+32.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 49 | $1.66K | 0.00% | +49 | New |
| Roble, Belko & Company, Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 24 | $820 | 0.00% | +9+60.0% | Added |
| IFP Advisors, Inc | 16 | $547 | 0.00% | −2−11.1% | Reduced |
| FMR LLC | 7 | $239 | 0.00% | +3+75.0% | Added |
| EverSource Wealth Advisors, LLC | 5 | $171 | 0.00% | −1−16.7% | Reduced |
| Allworth Financial LP | 2 | $69 | 0.00% | +1+100.0% | Added |
| Rothschild Investment LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1 | $34 | 0.00% | +1 | New |
| Whittier Trust Co | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |