CB Financial ServicesCBFV

13F holders, Q2 2026 (June 30)
80holders +2
6new positions
3sold out
3famous investors
$37.48avg. 13F price*

At the end of Q2 2026, 80 institutions reported holding CB Financial Services Inc. (CBFV) in their 13F filings, up 2 from Q1 2026. 6 opened new positions and 3 sold out. The largest holders were Janney Montgomery Scott LLC ($11.6M), BlackRock, Inc. ($10.6M) and Alliancebernstein L.P. ($8.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
CB Financial Services Inc.
Filed as
CB FINL SVCS INC (Q2 2026)
CUSIP
12479G101
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 39Q1 2024Q2 2024: 41Q2 2024Q3 2024: 40Q3 2024Q4 2024: 46Q4 2024Q1 2025: 48Q1 2025Q2 2025: 56Q2 2025Q3 2025: 70Q3 2025Q4 2025: 74Q4 2025Q1 2026: 78Q1 2026Q2 2026: 80Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions6$920K
Exits3$5K

All 13F filers, Q1 2026 → Q2 2026: 94,658 shares bought and 23,737 shares sold, net +70,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 80 holders

Janney Montgomery Scott LLC 0.02% Reduce -0.1% 305,098 $11.6M
BlackRock, Inc. 0.00% Add +10.7% 280,331 $10.6M
Alliancebernstein L.P. 0.00% Add +0.1% 254,003 $8.7M
Vanguard Capital Management LLC 0.00% Add +2.3% 198,603 $7.5M
M3F, Inc. 1.54% Add +0.1% 171,696 $6.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -1.1% 154,165 $5.8M
Geode Capital Management, LLC 0.00% Add +10.3% 116,026 $4.4M
Bridgeway Capital Management, LLC 0.04% Reduce -5.3% 62,340 $2.4M
Waldron Private Wealth LLC 0.08% No change 60,306 $2.3M
Renaissance Technologies 0.00% Reduce -3.1% 53,899 $2.0M
State Street Corp. 0.00% Reduce -2.9% 48,380 $1.8M
Dimensional Fund Advisors LP 0.00% Add +0.9% 36,428 $1.4M
Northern Trust Corp. 0.00% Add +6.4% 36,210 $1.4M
Empowered Funds, LLC 0.01% Reduce -2.7% 35,840 $1.4M
Wilmington Savings Fund Society, FSB 0.03% No change 33,642 $1.3M
S&T Bank 0.38% No change 33,642 $1.3M
De Lisle Partners LLP 0.14% No change 33,674 $1.3M
Vanguard Portfolio Management LLC 0.00% Add +17.5% 31,283 $1.2M
Vanguard Fiduciary Trust Co. 0.00% Reduce -5.5% 30,884 $1.2M
Endeavour Capital Advisors Inc. 0.19% No change 24,166 $916K
Acadian Asset Management LLC 0.00% No change 21,723 $820K
Goldman Sachs Group Inc. 0.00% Reduce -17.8% 19,931 $755K
Salzhauer Michael 0.26% No change 18,903 $716K
Morgan Stanley 0.00% Add +77.3% 15,699 $595K
Stifel Financial Corp. 0.00% No change 15,453 $586K
Charles Schwab Investment Management Inc. 0.00% Add +8.2% 13,470 $511K
Wesbanco Bank Inc. 0.01% No change 13,307 $504K
American Century Companies Inc. 0.00% Reduce -9.8% 13,149 $498K
Ameriprise Financial Inc. 0.00% No change 11,291 $428K
Bank of New York Mellon Corp 0.00% Add +14.8% 10,752 $407K
HBK Sorce Advisory LLC 0.01% No change 10,615 $393K
Curi Capital, LLC 0.01% No change 9,981 $378K
LPL Financial LLC 0.00% New 9,716 $368K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -0.7% 9,258 $351K
Abundance Wealth Counselors 0.02% New 8,411 $319K
Fourthstone LLC 0.22% Reduce -21.1% 8,083 $311K
Barclays PLC 0.00% Reduce -5.4% 8,205 $311K
Citadel Advisors 0.00% Add +33.1% 8,155 $309K
Nuveen, LLC 0.00% No change 8,107 $307K
Steward Partners Investment Advisory, LLC 0.00% No change 6,080 $230K
AQR Capital Management 0.00% New 5,629 $213K
Bank of America Corp. 0.00% Reduce -24.7% 5,588 $212K
Fifth Third Bancorp 0.00% No change 4,650 $176K
Deutsche Bank AG 0.00% Add +114.0% 4,563 $173K
Los Angeles Capital Management LLC 0.00% No change 4,550 $172K
Wells Fargo & Company 0.00% Add +125.5% 3,921 $149K
Rhumbline Advisers 0.00% Add +5.2% 3,548 $134K
MetLife Investment Management, LLC 0.00% Reduce -6.2% 2,752 $104K
Russell Investments Group, Ltd. 0.00% Add +505.1% 2,596 $98K
JPMorgan Chase & Co. 0.00% Add +3.1% 2,211 $82K
Citigroup Inc. 0.00% Add +915.4% 2,173 $82K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -2.6% 2,156 $82K
New York State Common Retirement Fund 0.00% No change 2,100 $80K
Vanguard Global Advisers, LLC 0.00% No change 1,725 $65K
BNP Paribas Financial Markets 0.00% Add +8.3% 1,148 $44K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,056 $40K
Rockefeller Capital Management L.P. 0.00% Reduce -38.3% 973 $37K
Hazlett, Burt & Watson, Inc. 0.01% No change 958 $36K
UBS Group AG 0.00% Reduce -30.2% 902 $34K
Osaic Holdings, Inc. 0.00% No change 733 $28K
Tower Research Capital LLC (TRC) 0.00% Reduce -40.7% 664 $25K
Ameritas Investment Partners, Inc. 0.00% No change 476 $18K
Royal Bank of Canada 0.00% New 460 $17K
Legal & General Group Plc 0.00% No change 420 $16K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 354 $13K
GAMMA Investing LLC 0.00% Add +57.5% 115 $4K
Sterling Capital Management LLC 0.00% Reduce -43.8% 86 $3K
Arax Advisory Partners 0.00% New 81 $3K
Glen Eagle Advisors, LLC 0.00% No change 75 $3K
Farther Finance Advisors, LLC 0.00% No change 75 $3K
California State Teachers Retirement System 0.00% Reduce -74.0% 64 $2K
Essential Partners LLC 0.00% Reduce -65.2% 31 $1K
Roble, Belko & Company, Inc 0.00% No change 22 $1K
IFP Advisors, Inc 0.00% No change 16 $606
PNC Financial Services Group, Inc. 0.00% Reduce -37.5% 15 $569
FMR LLC 0.00% No change 7 $265
EverSource Wealth Advisors, LLC 0.00% No change 5 $190
Allworth Financial LP 0.00% Add +50.0% 3 $114
Rothschild Investment LLC 0.00% No change 1 $38
True Wealth Design, LLC 0.00% New 1 $38

"% of holder's portfolio" is CBFV's weight in each manager's 13F, not the share of CB Financial Services Inc. the manager owns.