CB Financial ServicesCBFV
13F holders, Q3 2024 (September 30)40holders −1
3new positions
4sold out
1famous investor
$27.96avg. 13F price*
At the end of Q3 2024, 40 institutions reported holding CB Financial Services Inc. (CBFV) in their 13F filings, down 1 from Q2 2024. 3 opened new positions and 4 sold out. The largest holders were Alliancebernstein L.P. ($11.8M), Janney Montgomery Scott LLC ($10.2M) and Petiole USA ltd ($6.0M). 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 (Q3 2024)
- CUSIP
- 12479G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.4M |
| Exits | 4 | $778K |
All 13F filers, Q2 2024 → Q3 2024: 87,881 shares bought and 40,826 shares sold, net +47,055 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Alliancebernstein L.P. | 0.00% | Add +2.1% | 421,377 | $11.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +2.3% | 364,939 | $10.2M |
| Petiole USA ltd | 3.94% | No change | 215,198 | $6.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.6% | 166,602 | $4.7M |
| Endeavour Capital Advisors Inc. | 0.98% | Reduce -0.1% | 111,196 | $3.1M |
| Bridgeway Capital Management, LLC | 0.04% | Add +2.5% | 64,572 | $1.8M |
| Vanguard Group Inc. | 0.00% | No change | 62,275 | $1.7M |
| Waldron Private Wealth LLC | 0.07% | No change | 60,306 | $1.7M |
| BlackRock, Inc. | 0.00% | — | 58,191 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -0.9% | 51,899 | $1.5M |
| Geode Capital Management, LLC | 0.00% | Add +9.8% | 48,357 | $1.4M |
| Salzhauer Michael | 0.61% | No change | 34,203 | $956K |
| Wilmington Savings Fund Society, FSB | 0.02% | New | 33,642 | $941K |
| Empowered Funds, LLC | 0.01% | Add +5.2% | 32,572 | $911K |
| De Lisle Partners LLP | 0.13% | Add +9.1% | 29,255 | $823K |
| Susquehanna International Group, LLP | 0.00% | Add +22.8% | 24,092 | $674K |
| American Century Companies Inc. | 0.00% | Reduce -2.4% | 18,825 | $526K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 17,344 | $485K |
| Dimensional Fund Advisors LP | 0.00% | Add +23.9% | 16,855 | $471K |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 16,083 | $450K |
| Fourthstone LLC | 0.08% | New | 13,329 | $373K |
| UMB Bank, n.a. | 0.01% | No change | 12,385 | $346K |
| State Street Corp. | 0.00% | No change | 11,441 | $320K |
| First National Trust Co | 0.01% | Reduce -15.4% | 11,291 | $316K |
| HBK Sorce Advisory LLC | 0.01% | No change | 11,130 | $311K |
| Wesbanco Bank Inc. | 0.01% | Reduce -1.4% | 11,115 | $311K |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 10,090 | $282K |
| Barclays PLC | 0.00% | Add +12.7% | 8,373 | $234K |
| Morgan Stanley | 0.00% | Reduce -21.4% | 7,266 | $203K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,080 | $170K |
| UBS Group AG | 0.00% | Add +310.6% | 4,980 | $139K |
| Fifth Third Bancorp | 0.00% | No change | 4,650 | $130K |
| Acadian Asset Management LLC | 0.00% | No change | 2,089 | $57K |
| Citigroup Inc. | 0.00% | New | 1,645 | $46K |
| Cwm, LLC | 0.00% | No change | 579 | $16K |
| Bank of America Corp. | 0.00% | Add +11.2% | 319 | $9K |
| Royal Bank of Canada | 0.00% | No change | 300 | $8K |
| Wells Fargo & Company | 0.00% | No change | 107 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 75 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 29 | $811 |
"% of holder's portfolio" is CBFV's weight in each manager's 13F, not the share of CB Financial Services Inc. the manager owns.