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, Q2 2026
Institutional positions in CB Financial Services, Inc. as of Jun 30, 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
- 80
- +3 vs. Q1 2026
- Shares held
- 2.30M
- +70.9K (+3.2%) vs. Q1 2026
- Total value
- $86.1M
- +$9.81M (+12.9%) vs. Q1 2026
- New holders
- 6
- 21 more added
- Sold out
- 3
- 22 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding CB Financial Services, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $38 | 0.00% | +1 | New |
| Allworth Financial LP | 3 | $114 | 0.00% | +1+50.0% | Added |
| EverSource Wealth Advisors, LLC | 5 | $190 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 7 | $265 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15 | $569 | 0.00% | −9−37.5% | Reduced |
| IFP Advisors, Inc | 16 | $606 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 31 | $1.18K | 0.00% | −58−65.2% | Reduced |
| California State Teachers Retirement System | 64 | $2.43K | 0.00% | −182−74.0% | Reduced |
| Farther Finance Advisors, LLC | 75 | $2.84K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $2.84K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 81 | $3.07K | 0.00% | +81 | New |
| Sterling Capital Management LLC | 86 | $3.26K | 0.00% | −67−43.8% | Reduced |
| GAMMA Investing LLC | 115 | $4.36K | 0.00% | +42+57.5% | Added |
| UBS Asset Management Americas Inc | 354 | $13.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 420 | $15.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 460 | $17.0K | 0.00% | +460 | New |
| Ameritas Investment Partners, Inc. | 476 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 664 | $25.2K | 0.00% | −456−40.7% | Reduced |
| Advisor Group Holdings, Inc. | 733 | $27.8K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 902 | $34.2K | 0.00% | −390−30.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 958 | $36.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 973 | $36.9K | 0.00% | −603−38.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,056 | $40.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,148 | $43.5K | 0.00% | +88+8.3% | Added |
| Vanguard Global Advisers, LLC | 1,725 | $65.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 2,100 | $79.6K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,156 | $81.7K | 0.00% | −57−2.6% | Reduced |
| Citigroup Inc | 2,173 | $82.4K | 0.00% | +1,959+915.4% | Added |
| JPMorgan Chase & Co | 2,211 | $82.5K | 0.00% | +66+3.1% | Added |
| Russell Investments Group, Ltd. | 2,596 | $98.4K | 0.00% | +2,167+505.1% | Added |
| MetLife Investment Management | 2,752 | $104.3K | 0.00% | −181−6.2% | Reduced |
| Rhumbline Advisers | 3,548 | $134.5K | 0.00% | +175+5.2% | Added |
| Wells Fargo & Company | 3,921 | $148.6K | 0.00% | +2,182+125.5% | Added |
| Los Angeles Capital Management LLC | 4,550 | $172.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,563 | $172.9K | 0.00% | +2,431+114.0% | Added |
| Fifth Third Bancorp | 4,650 | $176.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 5,588 | $211.8K | 0.00% | −1,829−24.7% | Reduced |
| AQR Capital Management LLC | 5,629 | $213.3K | 0.00% | +5,629 | New |
| Steward Partners Investment Advisory, LLC | 6,080 | $230.4K | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 8,107 | $307.3K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,155 | $309.1K | 0.00% | +2,029+33.1% | Added |
| Barclays PLC | 8,205 | $311.0K | 0.00% | −465−5.4% | Reduced |
| Fourthstone LLC | 8,083 | $311.5K | 0.22% | −2,162−21.1% | Reduced |
| Abundance Wealth Counselors | 8,411 | $318.8K | 0.02% | +8,411 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 9,258 | $350.9K | 0.00% | −69−0.7% | Reduced |
| LPL Financial LLC | 9,716 | $368.2K | 0.00% | +9,716 | New |
| RMB Capital Management, LLC | 9,981 | $378.3K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,615 | $393.4K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 10,752 | $407.5K | 0.00% | +1,389+14.8% | Added |
| Ameriprise Financial Inc | 11,291 | $427.9K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 13,149 | $498.3K | 0.00% | −1,422−9.8% | Reduced |
| Wesbanco Bank Inc | 13,307 | $504.3K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 13,470 | $510.5K | 0.00% | +1,026+8.2% | Added |
| Stifel Financial Corp | 15,453 | $585.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 15,699 | $595.0K | 0.00% | +6,847+77.3% | Added |
| Salzhauer Michael | 18,903 | $716.4K | 0.26% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 19,931 | $755.4K | 0.00% | −4,319−17.8% | Reduced |
| Acadian Asset Management LLC | 21,723 | $820.0K | 0.00% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 24,166 | $915.9K | 0.19% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 30,884 | $1.17M | 0.00% | −1,797−5.5% | Reduced |
| Vanguard Portfolio Management LLC | 31,283 | $1.19M | 0.00% | +4,658+17.5% | Added |
| De Lisle Partners LLP | 33,674 | $1.27M | 0.14% | 00.0% | Unchanged |
| S&T Bank | 33,642 | $1.28M | 0.38% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 33,642 | $1.28M | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 35,840 | $1.36M | 0.01% | −1,000−2.7% | Reduced |
| Northern Trust Corp | 36,210 | $1.37M | 0.00% | +2,187+6.4% | Added |
| Dimensional Fund Advisors LP | 36,428 | $1.38M | 0.00% | +343+1.0% | Added |
| State Street Corp | 48,380 | $1.83M | 0.00% | −1,426−2.9% | Reduced |
| Renaissance Technologies LLC | 53,899 | $2.04M | 0.00% | −1,700−3.1% | Reduced |
| Waldron Private Wealth LLC | 60,306 | $2.29M | 0.08% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 62,340 | $2.36M | 0.04% | −3,500−5.3% | Reduced |
| Geode Capital Management, LLC | 116,026 | $4.40M | 0.00% | +10,869+10.3% | Added |
| Manufacturers Life Insurance Company, The | 154,165 | $5.84M | 0.00% | −1,634−1.0% | Reduced |
| M3F, Inc. | 171,696 | $6.51M | 1.54% | +257+0.1% | Added |
| Vanguard Capital Management LLC | 198,603 | $7.53M | 0.00% | +4,388+2.3% | Added |
| Alliancebernstein L.P. | 254,003 | $8.68M | 0.00% | +1200.0% | Added |
| BlackRock, Inc. | 280,331 | $10.6M | 0.00% | +27,136+10.7% | Added |
| Janney Montgomery Scott LLC | 305,098 | $11.6M | 0.02% | −263−0.1% | Reduced |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Steigerwald, Gordon & Koch Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |