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CB Financial Services (CBFV) Institutional Ownership

CB Financial Services logo
$31.63 -0.26 (-0.82%)
Closing price 08/15/2025 04:00 PM Eastern
Extended Trading
$31.64 +0.02 (+0.05%)
As of 08/15/2025 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for CB Financial Services (NASDAQ:CBFV)

Current
Institutional Ownership
Percentage
33.06%
Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$13.92M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$5.85M
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CBFV Institutional Buying and Selling by Quarter

CB Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Bridgeway Capital Management LLC65,537$1.87M0.0%+0.8%1.313%
8/15/2025 Bank of America Corp DE4,111$117K0.0%+1,130.8%0.082%
8/14/2025 Raymond James Financial Inc.3,486$99K0.0%N/A0.070%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,548$73K0.0%N/A0.051%
8/14/2025 The Manufacturers Life Insurance Company 166,918$4.76M0.0%+1.2%3.345%
8/14/2025 Fourthstone LLC34,621$987K0.2%+28.7%0.694%
8/13/2025 M3F Inc.175,358$5.00M1.4%+79.8%3.491%
8/13/2025 New York State Common Retirement Fund3,700$105K0.0%N/A0.074%
8/12/2025 JPMorgan Chase & Co.2,457$70K0.0%+902.9%0.049%
8/8/2025 Police & Firemen s Retirement System of New Jersey1,056$30K0.0%N/A0.021%
8/8/2025 Geode Capital Management LLC107,608$3.07M0.0%+112.2%2.144%
7/17/2025 Janney Montgomery Scott LLC340,462$9.70M0.0%+1.1%6.782%
6/27/2025 Goldman Sachs Group Inc.22,538$641K0.0%+108.0%0.449%
5/21/2025 Acadian Asset Management LLC4,158$115K0.0%+30.3%0.083%
5/19/2025 Jane Street Group LLC18,860$537K0.0%N/A0.375%
5/16/2025 Empowered Funds LLC34,000$967K0.0%+2.5%0.666%
5/16/2025 Goldman Sachs Group Inc.22,538$641K0.0%+108.0%0.442%
5/15/2025 M3F Inc.97,549$2.78M0.8%+204.3%1.912%
5/14/2025 Petiole USA ltd69,484$1.98M1.4%-67.7%1.362%
5/13/2025 American Century Companies Inc.17,910$510K0.0%-3.2%0.351%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.8,467$241K0.0%+11.8%0.166%
4/23/2025 Salzhauer Michael19,203$546K0.2%-43.9%0.376%
4/21/2025 ORG Partners LLC7,423$211K0.1%N/A0.145%
4/17/2025 Janney Montgomery Scott LLC336,646$9.58M0.0%-4.6%6.598%
2/17/2025 Millennium Management LLC10,532$301K0.0%N/A0.206%
2/17/2025 Fiduciary Trust Co9,323$266K0.0%N/A0.182%
2/17/2025 Bridgeway Capital Management LLC64,172$1.83M0.0%-0.6%1.253%
2/17/2025 Bank of America Corp DE3,807$109K0.0%+1,093.4%0.074%
2/17/2025 Ameriprise Financial Inc.11,291$323K0.0%N/A0.221%
2/17/2025 683 Capital Management LLC12,019$344K0.0%N/A0.235%
2/14/2025 The Manufacturers Life Insurance Company165,938$4.74M0.0%-0.4%3.241%
2/14/2025 M3F Inc.32,055$916K0.3%N/A0.626%
2/14/2025 Dimensional Fund Advisors LP17,822$509K0.0%+5.7%0.348%
2/13/2025 Barclays PLC7,430$212K0.0%-11.3%0.145%
2/13/2025 Renaissance Technologies LLC49,099$1.40M0.0%-5.4%0.959%
2/12/2025 Alliancebernstein L.P.419,420$11.99M0.0%-0.5%8.192%
2/10/2025 Commonwealth Equity Services LLC11,146$319K0.0%-35.7%0.218%
1/28/2025 Empowered Funds LLC33,172$948K0.0%+1.8%0.648%
1/24/2025 Waldron Private Wealth LLC120,612$3.45M0.1%+100.0%2.356%
1/17/2025 Janney Montgomery Scott LLC352,996$10.09M0.0%-3.3%6.894%
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11/25/2024 Wilmington Savings Fund Society FSB33,642$941K0.0%N/A0.657%
11/19/2024 Barclays PLC8,373$234K0.0%+12.7%0.163%
11/16/2024 Geode Capital Management LLC48,357$1.35M0.0%+9.7%0.944%
11/15/2024 Barclays PLC8,373$234K0.0%+12.7%0.164%
11/14/2024 Fourthstone LLC13,329$373K0.1%N/A0.260%
11/14/2024 De Lisle Partners LLP29,255$823K0.1%+9.1%0.571%
11/13/2024 The Manufacturers Life Insurance Company166,602$4.66M0.0%-0.6%3.254%
11/6/2024 Empowered Funds LLC32,572$911K0.0%+5.2%0.634%
11/5/2024 First National Trust Co11,291$316K0.0%-15.4%0.220%
10/29/2024 Janney Montgomery Scott LLC364,939$10.20M0.0%+2.3%7.097%
8/8/2024 American Century Companies Inc.19,293$437K0.0%-3.5%0.375%
8/6/2024 Acadian Asset Management LLC2,089$46K0.0%+115.4%0.041%
8/2/2024 First National Trust Co13,346$302K0.0%-33.1%0.260%
7/31/2024 Commonwealth Equity Services LLC17,340$393K0.0%N/A0.337%
5/9/2024 HBK Sorce Advisory LLC11,130$241K0.0%-29.2%0.216%
5/7/2024 Empowered Funds LLC28,804$623K0.0%+7.9%0.560%
5/1/2024 Janney Montgomery Scott LLC305,295$6.60M0.0%-6.6%5.940%
4/23/2024 Wesbanco Bank Inc.11,277$244K0.0%-20.3%0.219%
2/8/2024 Janney Montgomery Scott LLC326,985$7.79M0.0%+1.1%6.386%
11/8/2023 Salzhauer Michael35,350$756K0.8%-1.6%0.690%
11/8/2023 Janney Montgomery Scott LLC323,381$6.92M0.0%+3.9%6.316%
11/6/2023 HBK Sorce Advisory LLC15,730$341K0.0%-24.2%0.307%
8/8/2023 Salzhauer Michael35,923$744K0.8%-1.8%0.703%
8/4/2023 HBK Sorce Advisory LLC20,750$422K0.0%-50.0%0.406%
8/2/2023 Bank of Montreal Can42,984$890K0.0%N/A0.841%
7/27/2023EA Series Trust22,504$457K0.0%N/A0.440%
7/26/2023 Janney Montgomery Scott LLC311,163$6.44M0.0%+22.3%6.089%
4/28/2023 Janney Montgomery Scott LLC254,503$5.53M0.0%+3.5%4.971%
2/13/2023 Petiole USA ltd215,198$4.61M3.4%+4.7%4.228%
2/9/2023 HBK Sorce Advisory LLC41,500$889K0.0%+100.0%0.815%
2/1/2023 Janney Montgomery Scott LLC246,006$5.27M0.0%+1.3%4.833%
10/25/2022 Janney Montgomery Scott LLC242,872$5.29M0.0%-0.4%4.754%
8/3/2022 Janney Montgomery Scott LLC243,872$5.35M0.0%-3.6%4.735%
2/11/2022 Petiole USA ltd179,046$4.31M3.1%N/A3.380%
2/9/2022 UMB Bank N A MO12,385$298K0.0%N/A0.234%
2/7/2022 American Century Companies Inc.12,376$298K0.0%+36.4%0.234%
2/7/2022BHZ Capital Management LP19,553$471K0.2%-7.1%0.369%
2/3/2022 First National Trust Co19,941$480K0.0%+130.5%0.376%
1/27/2022 Janney Montgomery Scott LLC254,667$6.13M0.0%-0.6%4.808%
11/12/2021 Renaissance Technologies LLC85,304$2M0.0%-20.1%1.610%
11/12/2021 Fourthstone LLC92,500$2.17M0.9%+42.3%1.746%
11/12/2021 The Manufacturers Life Insurance Company151,286$3.55M0.0%+393.5%2.812%
11/12/2021 Geode Capital Management LLC47,616$1.10M0.0%+6.3%0.885%
11/10/2021 American Century Companies Inc.9,072$209K0.0%N/A0.169%
11/9/2021 Barclays PLC8,675$203K0.0%-8.0%0.161%
11/9/2021BlackRock Inc.13,765$322K0.0%-10.7%0.256%
11/5/2021 First National Trust Co8,650$203K0.0%N/A0.161%
10/29/2021 Janney Montgomery Scott LLC256,162$6.01M0.0%-2.0%4.761%
8/17/2021 Millennium Management LLC104,238$2.31M0.0%N/A1.938%
8/17/2021 Bridgeway Capital Management LLC49,000$1.09M0.0%+3.4%0.911%
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8/16/2021 Invenomic Capital Management LP4,087$90K0.0%N/A0.076%
8/16/2021 Rodgers Brothers Inc.11,160$247K0.0%+15.5%0.207%
8/13/2021 Renaissance Technologies LLC106,799$2.37M0.0%+14.6%1.985%
8/13/2021 Geode Capital Management LLC44,809$992K0.0%-41.9%0.833%
8/13/2021 Vanguard Group Inc.214,242$4.75M0.0%-7.7%3.982%
8/12/2021 JPMorgan Chase & Co.1,604$36K0.0%-93.4%0.030%
8/12/2021 The Manufacturers Life Insurance Company30,656$679K0.0%N/A0.564%
8/12/2021Ergoteles LLC21,400$474K0.0%N/A0.394%
8/11/2021 Bank of New York Mellon Corp16,744$371K0.0%-46.2%0.308%
8/10/2021BHZ Capital Management LP21,053$466K0.2%-5.2%0.387%
(Data available from 1/1/2016 forward)

CBFV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBFV shares?

During the previous two years, 36 institutional investors and hedge funds held shares of CB Financial Services. The most heavily invested institutionals were Alliancebernstein L.P. ($11.99M), Janney Montgomery Scott LLC ($9.70M), M3F Inc. ($5.00M), The Manufacturers Life Insurance Company ($4.76M), Waldron Private Wealth LLC ($3.45M), Geode Capital Management LLC ($3.07M), and Petiole USA ltd ($1.98M).Learn more on CB Financial Services' institutional investors.

What percentage of CB Financial Services' stock is owned by institutional investors?

33.06% of CB Financial Services' stock is owned by institutional investors. Learn more on CBFV's institutional investor holdings.

Which institutional investors have been buying CB Financial Services' stock?

Of the 28 institutional investors that purchased CB Financial Services' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: M3F Inc. ($175.36K), Geode Capital Management LLC ($61.18K), Waldron Private Wealth LLC ($60.31K), Wilmington Savings Fund Society FSB ($33.64K), Janney Montgomery Scott LLC ($27.78K), Goldman Sachs Group Inc. ($23.41K), and Fourthstone LLC ($21.05K).

How much institutional buying is happening at CB Financial Services?

Institutional investors have bought a total of 489,377 shares in the last 24 months. This purchase volume represents approximately $13.92M in transactions.

Which of CB Financial Services' major shareholders have been selling company stock?

Of the 11 institutional investors that sold CB Financial Services' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Petiole USA ltd ($145.71K), Janney Montgomery Scott LLC ($28.29K), Salzhauer Michael ($15K), Commonwealth Equity Services LLC ($6.20K), Renaissance Technologies LLC ($2.80K), First National Trust Co ($2.06K), and Alliancebernstein L.P. ($1.96K).

How much institutional selling is happening at CB Financial Services?

Institutional investors have sold a total of 205,548 shares in the last 24 months. This volume of shares sold represents approximately $5.85M in transactions.


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This page (NASDAQ:CBFV) was last updated on 8/16/2025 by MarketBeat.com Staff
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