CB Financial ServicesCBFV
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 46 institutions reported holding CB Financial Services Inc. (CBFV) in their 13F filings, up 6 from Q3 2024. 9 opened new positions and 3 sold out. The largest holders were Alliancebernstein L.P. ($12.0M), Janney Montgomery Scott LLC ($10.1M) and Petiole USA ltd ($6.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- CB Financial Services Inc.
- Filed as
- CB FINL SVCS INC (Q4 2024)
- CUSIP
- 12479G101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.0M |
| Exits | 3 | $1.0M |
All 13F filers, Q3 2024 → Q4 2024: 239,659 shares bought and 63,937 shares sold, net +175,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Alliancebernstein L.P. | 0.00% | Reduce -0.5% | 419,420 | $12.0M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -3.3% | 352,996 | $10.1M |
| Petiole USA ltd | 3.87% | No change | 215,198 | $6.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.4% | 165,938 | $4.7M |
| Waldron Private Wealth LLC | 0.14% | Add +100.0% | 120,612 | $3.4M |
| Endeavour Capital Advisors Inc. | 1.01% | Add +0.2% | 111,416 | $3.2M |
| Bridgeway Capital Management, LLC | 0.04% | Reduce -0.6% | 64,172 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +7.4% | 62,507 | $1.8M |
| Vanguard Group Inc. | 0.00% | No change | 62,275 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -5.4% | 49,099 | $1.4M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.3% | 48,219 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +89.8% | 45,720 | $1.3M |
| De Lisle Partners LLP | 0.14% | Add +16.5% | 34,074 | $979K |
| Salzhauer Michael | 0.50% | No change | 34,203 | $978K |
| S&T Bank | 0.31% | New | 33,642 | $961K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 33,642 | $961K |
| Empowered Funds, LLC | 0.01% | Add +1.8% | 33,172 | $948K |
| M3F, Inc. | 0.26% | New | 32,055 | $916K |
| American Century Companies Inc. | 0.00% | Reduce -1.7% | 18,503 | $529K |
| Dimensional Fund Advisors LP | 0.00% | Add +5.7% | 17,822 | $509K |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 15,928 | $455K |
| Qube Research & Technologies Ltd | 0.00% | New | 12,413 | $355K |
| State Street Corp. | 0.00% | Add +5.2% | 12,041 | $344K |
| 683 Capital Management, LLC | 0.04% | New | 12,019 | $344K |
| Ameriprise Financial Inc. | 0.00% | New | 11,291 | $323K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -35.7% | 11,146 | $319K |
| HBK Sorce Advisory LLC | 0.01% | No change | 11,130 | $318K |
| Wesbanco Bank Inc. | 0.01% | No change | 11,115 | $318K |
| Goldman Sachs Group Inc. | 0.00% | New | 10,834 | $310K |
| Millennium Management | 0.00% | New | 10,532 | $301K |
| Northern Trust Corp. | 0.00% | Add +1.5% | 10,239 | $293K |
| Fiduciary Trust Co | 0.00% | New | 9,323 | $266K |
| Morgan Stanley | 0.00% | Add +12.7% | 8,190 | $234K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 7,575 | $216K |
| Barclays PLC | 0.00% | Reduce -11.3% | 7,430 | $212K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,080 | $174K |
| Fifth Third Bancorp | 0.00% | No change | 4,650 | $133K |
| UBS Group AG | 0.00% | Reduce -22.4% | 3,864 | $110K |
| Bank of America Corp. | 0.00% | Add +1093.4% | 3,807 | $109K |
| Acadian Asset Management LLC | 0.00% | Add +52.8% | 3,192 | $88K |
| Citigroup Inc. | 0.00% | Add +52.0% | 2,500 | $71K |
| Cwm, LLC | 0.00% | No change | 579 | $17K |
| 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 | $829 |
| Royal Bank of Canada | 0.00% | Reduce -98.7% | 4 | $0 |
"% of holder's portfolio" is CBFV's weight in each manager's 13F, not the share of CB Financial Services Inc. the manager owns.