CB Financial Services CBFV Institutional Ownership

NASDAQ CBFV

$37.60 +0.05 (+0.13%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

82 Institutions

Increased 29 35.4%

Unchanged 30 36.6%

Reduced 23 28.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

45.23%

▲+1.31 pp QoQ

Shares Held by Institutions

2.30Mn

of 5.08Mn outstanding

▲+3.16% QoQ

Shares Outstanding

5.08Mn

2.78Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+70.31K

accumulated since last quarter

Value of Holdings

$86.29Mn

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

Updated Oct 11, 2026

CB Financial Services, Inc. (NASDAQ:CBFV) counted 82 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Their combined stake equaled 45.23% of outstanding shares in Q2 2026, up from 43.92% in Q1 2026.
Total shares held in CBFV rose 3.16% from Q1 2026; the number of holders rose 51.85% from Q2 2025.
Of the 82 holders of CBFV in Q2 2026, 29 added to their positions, 23 reduced their stakes and 30 left their positions unchanged.
Altogether, institutional holders owned 2.3Mn CBFV shares at the end of Q2 2026, up 70.31K from the prior quarter and up 125.35K from a year earlier.
As of June 30, 2026, the biggest holder of CB Financial Services was Janney Montgomery Scott LLC with 305.1K shares, or 6.01% of shares outstanding.
Among existing holders, the largest additions to CB Financial Services in Q2 2026 came from BlackRock, Inc. (+27.14K shares), Geode Capital Management, LLC (+10.87K shares), Morgan Stanley (+6.85K shares), Vanguard Portfolio Management LLC (+4.66K shares) and Vanguard Capital Management LLC (+4.39K shares).
Holders that trimmed the most shares of CB Financial Services in Q2 2026 while keeping a position were Goldman Sachs Group Inc (-4.32K shares), Bridgeway Capital Management, LLC (-3.5K shares), Fourthstone LLC (-2.16K shares), Bank of America Corp (-1.83K shares) and Vanguard Fiduciary Trust Co (-1.8K shares).
Per Business Quant data, the 10 largest holders of CB Financial Services at the end of Q2 2026 were Janney Montgomery Scott LLC (305.1K shares), BlackRock, Inc. (280.33K shares), AllianceBernstein L.P. (254K shares), Vanguard Capital Management LLC (198.6K shares), M3F, Inc. (171.7K shares), Manufacturers Life Insurance Company, The (154.16K shares), Geode Capital Management, LLC (116.03K shares), Bridgeway Capital Management, LLC (62.34K shares), Waldron Private Wealth LLC (60.31K shares) and Renaissance Technologies LLC (53.9K shares).

Form 13F Holdings

82 Institutional Holders

Report period 30 Jun, 2026

Total shares held 2.30Mn

Of outstanding 45.23%

#	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	5.52%	▲27,136	+10.72%	$10.62Mn
3	ALLIANCEBERNSTEIN L.P.	0001109448	254,003	5.00%	▲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	3.03%	▼1,634	-1.05%	$5.84Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	116,026	2.28%	▲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	State Street Corp	0000093751	48,380	0.95%	▼1,426	-2.86%	$1.83Mn
12	DIMENSIONAL FUND ADVISORS LP	0000354204	36,428	0.72%	▲343	+0.95%	$1.38Mn
13	Northern Trust Corp	0000073124	36,210	0.71%	▲2,187	+6.43%	$1.37Mn
14	Empowered Funds, LLC	0001592828	35,840	0.71%	▼1,000	-2.71%	$1.36Mn
15	De Lisle Partners LLP	0002011184	33,674	0.66%	0	0.00%	$1.27Mn
16	S&T BANK/PA	0001010911	33,642	0.66%	0	0.00%	$1.28Mn
16	Wilmington Savings Fund Society, FSB	0000900974	33,642	0.66%	0	0.00%	$1.28Mn
17	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	31,283	0.62%	▲4,658	+17.49%	$1.19Mn
18	VANGUARD FIDUCIARY TRUST CO	0000933478	30,884	0.61%	▼1,797	-5.50%	$1.17Mn
19	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	24,166	0.48%	0	0.00%	$915.89K

Showing 1 to 20 of 82 holders