CB Financial Services CBFV Institutional Ownership

NASDAQ CBFV

$37.28 +0.04 (+0.11%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

84 Institutions

Increased 31 36.9%

Unchanged 30 35.7%

Reduced 23 27.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

46.55%

▲+2.46 pp QoQ

Shares Held by Institutions

2.36Mn

of 5.07Mn outstanding

▲+6.05% QoQ

Shares Outstanding

5.07Mn

2.71Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+134.82K

accumulated since last quarter

Value of Holdings

$88.04Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

CB Financial Services, Inc. (NASDAQ:CBFV) has 84 institutional investors with active 13F positions as of June 2026.

These investors collectively held 46.5% of CB Financial Services's outstanding shares in June 2026, up from 44.1% in March 2026.
They increased total shares held in CBFV by 6.05% quarter over quarter, and investors in CB Financial Services increased 52.73% from a year ago.
Of these 84 holders, 31 added to their stakes in CB Financial Services, 23 trimmed positions, and 30 made no changes.
Combined, these investors held 2.36Mn shares in CBFV for June 2026, up by 134.82K shares quarter on quarter, and up 152.9K shares year over year.
As of June 30, 2026, Janney Montgomery Scott LLC held the largest stake in CB Financial Services with 305.1K shares, accounting for 6.01% of total shares outstanding.
The most significant purchases of CBFV for the quarter ending June 2026 came from Curated Wealth Partners LLC (50.0K), BlackRock, Inc. (27.14K), Sixth Street Partners Management Company, L.P. (13.47K), GEODE CAPITAL MANAGEMENT, LLC (10.87K), LPL Financial LLC (9.72K).
The biggest sellers of CB Financial Services for the quarter ending June 2026 included Goldman Sachs Group Inc (4.32K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (3.5K), Fourthstone LLC (2.16K), Bank Of America Corp /De/ (1.83K), VANGUARD FIDUCIARY TRUST CO (1.8K).
Per Business Quant, the top 10 investors in CBFV for the quarter ending June 2026 include Janney Montgomery Scott LLC (305.1K), BlackRock, Inc. (280.33K), ALLIANCEBERNSTEIN L.P. (254.0K), VANGUARD CAPITAL MANAGEMENT LLC (198.6K), M3F, Inc. (171.7K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (154.16K), GEODE CAPITAL MANAGEMENT, LLC (116.03K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (62.34K), Waldron Private Wealth LLC (60.31K), RENAISSANCE TECHNOLOGIES LLC (53.9K).

Form 13F Holdings

84 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.36Mn

Of outstanding 46.55%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Janney Montgomery Scott LLC	0001329948	305,098	6.01%	▼263	-0.09%	$11.56K
2	BlackRock, Inc.	0002012383	280,331	5.53%	▲27,136	+10.72%	$10.62Mn
3	ALLIANCEBERNSTEIN L.P.	0001109448	254,003	5.01%	▲120	+0.05%	$8.68Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	198,603	3.91%	▲4,388	+2.26%	$7.53Mn
5	M3F, Inc.	0001511291	171,696	3.38%	▲257	+0.15%	$6.51K
6	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	154,165	3.04%	▼1,634	-1.05%	$5.84Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	116,026	2.29%	▲10,869	+10.34%	$4.40Mn
8	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	62,340	1.23%	▼3,500	-5.32%	$2.36Mn
9	Waldron Private Wealth LLC	0001598180	60,306	1.19%	0	0.00%	$2.29Mn
10	RENAISSANCE TECHNOLOGIES LLC	0001037389	53,899	1.06%	▼1,700	-3.06%	$2.04Mn
11	Curated Wealth Partners LLC	0001781284	50,000	0.99%	▲50,000	0.00%	$58.64K
12	State Street Corp	0000093751	48,380	0.95%	▼1,426	-2.86%	$1.83Mn
13	DIMENSIONAL FUND ADVISORS LP	0000354204	36,428	0.72%	▲343	+0.95%	$1.38Mn
14	Northern Trust Corp	0000073124	36,210	0.71%	▲2,187	+6.43%	$1.37Mn
15	Empowered Funds, LLC	0001592828	35,840	0.71%	▼1,000	-2.71%	$1.36Mn
16	De Lisle Partners LLP	0002011184	33,674	0.66%	0	0.00%	$1.27Mn
17	Wilmington Savings Fund Society, FSB	0000900974	33,642	0.66%	0	0.00%	$1.28Mn
17	S&T BANK/PA	0001010911	33,642	0.66%	0	0.00%	$1.28Mn
18	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	31,283	0.62%	▲4,658	+17.49%	$1.19Mn
19	VANGUARD FIDUCIARY TRUST CO	0000933478	30,884	0.61%	▼1,797	-5.50%	$1.17Mn

Showing 1 to 20 of 84 holders