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