CB Financial ServicesCBFV
13F holders, Q2 2024 (June 30)41holders +2
2new positions
0sold out
1famous investor
$22.65avg. 13F price*
At the end of Q2 2024, 41 institutions reported holding CB Financial Services Inc. (CBFV) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Alliancebernstein L.P. ($9.4M), Janney Montgomery Scott LLC ($8.1M) and Petiole USA ltd ($4.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- CB Financial Services Inc.
- Filed as
- CB FINL SVCS INC (Q2 2024)
- CUSIP
- 12479G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $394K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 158,492 shares bought and 10,370 shares sold, net +148,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Alliancebernstein L.P. | 0.00% | Add +23.5% | 412,661 | $9.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +16.9% | 356,796 | $8.1M |
| Petiole USA ltd | 4.09% | No change | 215,198 | $4.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.1% | 167,533 | $3.8M |
| Endeavour Capital Advisors Inc. | 0.88% | Add +0.1% | 111,334 | $2.5M |
| Bridgeway Capital Management, LLC | 0.03% | Add +3.5% | 62,964 | $1.4M |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 62,275 | $1.4M |
| Waldron Private Wealth LLC | 0.06% | No change | 60,306 | $1.4M |
| BlackRock Inc. | 0.00% | Add +2.4% | 56,958 | $1.3M |
| Renaissance Technologies | 0.00% | Reduce -0.8% | 52,399 | $1.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.6% | 44,062 | $999K |
| Salzhauer Michael | 0.63% | No change | 34,203 | $775K |
| S&T Bank | 0.19% | No change | 33,642 | $762K |
| Empowered Funds, LLC | 0.01% | Add +7.5% | 30,964 | $702K |
| De Lisle Partners LLP | 0.13% | No change | 26,826 | $595K |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.7% | 19,618 | $445K |
| American Century Companies Inc. | 0.00% | Reduce -3.5% | 19,293 | $437K |
| Commonwealth Equity Services, LLC | 0.00% | New | 17,340 | $393K |
| Stifel Financial Corp. | 0.00% | Add +0.5% | 16,308 | $370K |
| Dimensional Fund Advisors LP | 0.00% | Add +2.4% | 13,609 | $308K |
| First National Trust Co | 0.01% | Reduce -33.1% | 13,346 | $302K |
| UMB Bank, n.a. | 0.00% | No change | 12,385 | $281K |
| State Street Corp. | 0.00% | No change | 11,441 | $259K |
| Wesbanco Bank Inc. | 0.01% | No change | 11,277 | $256K |
| HBK Sorce Advisory LLC | 0.01% | No change | 11,130 | $252K |
| Northern Trust Corp. | 0.00% | Reduce -0.9% | 10,129 | $230K |
| Morgan Stanley | 0.00% | Add +46.5% | 9,244 | $209K |
| Barclays PLC | 0.00% | No change | 7,430 | $168K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,080 | $138K |
| Fifth Third Bancorp | 0.00% | No change | 4,650 | $105K |
| Acadian Asset Management LLC | 0.00% | Add +115.4% | 2,089 | $46K |
| UBS Group AG | 0.00% | Add +234.2% | 1,213 | $27K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -4.9% | 626 | $14K |
| Cwm, LLC | 0.00% | No change | 579 | $13K |
| Royal Bank of Canada | 0.00% | No change | 300 | $7K |
| Bank of America Corp. | 0.00% | Add +14.8% | 287 | $7K |
| Wells Fargo & Company | 0.00% | Reduce -25.2% | 107 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 75 | $2K |
| Innealta Capital, LLC | 0.00% | New | 61 | $1K |
| BNP Paribas Financial Markets | 0.00% | No change | 29 | $657 |
| Qube Research & Technologies Ltd | 0.00% | Reduce -99.7% | 1 | $23 |
"% of holder's portfolio" is CBFV's weight in each manager's 13F, not the share of CB Financial Services Inc. the manager owns.