CB FINANCIAL SERVICES INC CBFV
$38.14
-0.4% 52w: $26.64 – $38.31
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data26.6432.4738.31
Jun 20, 2025 Jul 2, 2026
Institutional holders
78
+3 QoQ
13F value
$76.3M
-2.6% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns CBFV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | Diversified mechanical | 305.4K | $10.4M | 0.0% | -4.1% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 253.9K | $8.9M | 0.0% | +1.6% |
| BlackRock, Inc. | Index provider | 253.2K | $8.7M | 0.0% | -0.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 194.2K | $6.6M | 0.0% | — |
| M3F, Inc. ★3 | Fundamental concentrated | 171.4K | $5.9M | 1.5% | +4.5% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 155.8K | $5.3M | 0.0% | -1.0% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 105.2K | $3.6M | 0.0% | -0.8% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 65.8K | $2.3M | 0.0% | -2.9% |
| Waldron Private Wealth LLC | Wealth advisor | 60.3K | $2.1M | 0.1% | Held |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 55.6K | $1.9M | 0.0% | -2.2% |
| STATE STREET CORP | Index provider | 49.8K | $1.7M | 0.0% | -1.7% |
| Empowered Funds, LLC | Diversified mechanical | 36.8K | $1.3M | 0.0% | Held |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 36.1K | $1.2M | 0.0% | -1.2% |
| De Lisle Partners LLP | Other | 33.7K | $1.2M | 0.1% | -1.2% |
| NORTHERN TRUST CORP | Index provider | 34.0K | $1.2M | 0.0% | +5.8% |
| Wilmington Savings Fund Society, FSB | Diversified mechanical | 33.6K | $1.1M | 0.0% | Held |
| S&T Bank/PA | Other | 33.6K | $1.1M | 0.4% | Held |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 32.7K | $1.1M | 0.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 26.6K | $910K | 0.0% | — |
| GOLDMAN SACHS GROUP INC | Bank broker | 24.3K | $829K | 0.0% | -2.3% |
| ENDEAVOUR CAPITAL ADVISORS INC ★3 | Fundamental concentrated | 24.2K | $826K | 0.2% | -10.0% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 21.7K | $740K | 0.0% | -2.0% |
| SALZHAUER MICHAEL ★2 | Fundamental diversified | 18.9K | $646K | 0.3% | Held |
| STIFEL FINANCIAL CORP | Diversified mechanical | 15.5K | $528K | 0.0% | -0.3% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 14.6K | $498K | 0.0% | -11.1% |
| WESBANCO BANK INC | Other | 13.3K | $455K | 0.0% | Held |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 12.4K | $425K | 0.0% | -6.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 11.3K | $386K | 0.0% | Held |
| HBK Sorce Advisory LLC | Wealth advisor | 10.6K | $377K | 0.0% | Held |
| Fourthstone LLC ★2 | Fundamental diversified | 10.2K | $350K | 0.1% | +2.4% |
| Curi Capital, LLC | Other | 10.0K | $341K | 0.0% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 9.4K | $320K | 0.0% | -11.1% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 9.3K | $319K | 0.0% | -4.5% |
| MORGAN STANLEY | Bank broker | 8.9K | $303K | 0.0% | -14.8% |
| BARCLAYS PLC | Bank broker | 8.7K | $296K | 0.0% | -40.5% |
| Nuveen, LLC | Diversified mechanical | 8.1K | $277K | 0.0% | Held |
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.4K | $254K | 0.0% | -17.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 6.1K | $209K | 0.0% | -23.4% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 6.1K | $208K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 4.7K | $159K | 0.0% | Held |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Diversified mechanical | 4.5K | $156K | 0.0% | -41.4% |
| RHUMBLINE ADVISERS | Diversified mechanical | 3.4K | $115K | 0.0% | +1.1% |
| MetLife Investment Management, LLC | Insurance | 2.9K | $100K | 0.0% | Held |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 2.2K | $76K | 0.0% | +6.5% |
| JPMORGAN CHASE & CO | Bank broker | 2.1K | $75K | 0.0% | -40.6% |
| DEUTSCHE BANK AG\ | Bank broker | 2.1K | $73K | 0.0% | -42.7% |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 2.1K | $72K | 0.0% | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.7K | $59K | 0.0% | -65.9% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 1.7K | $59K | 0.0% | — |
| Rockefeller Capital Management L.P. | Diversified mechanical | 1.6K | $54K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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