Go Pro
→ Iran War Shock: What I Was Told In That Private Meeting (From Banyan Hill Publishing) (Ad)tc pixel Free CBFV Stock Alerts

CB Financial Services (CBFV) Institutional Ownership

CB Financial Services logo
$37.19 -0.21 (-0.56%)
Closing price 08/14/2026 04:00 PM Eastern
Extended Trading
$37.16 -0.03 (-0.08%)
As of 08/14/2026 04:10 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for CB Financial Services (NASDAQ:CBFV)

Current
Institutional Ownership
Percentage
33.06%
Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$25.90M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$5.46M
Get CBFV Insider Trade Alerts

Want to know when executives and insiders are buying or selling CB Financial Services stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CBFV Institutional Buying and Selling by Quarter

CB Financial Services Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2026The Manufacturers Life Insurance Company 154,165$5.84M0.0%N/A3.034%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.9,258$351K0.0%N/A0.182%
8/12/2026 De Lisle Partners LLP33,674$1.27M0.1%N/A0.663%
8/7/2026 BlackRock Inc.280,331$10.63M0.0%N/A5.529%
8/7/2026 Deutsche Bank AG4,563$173K0.0%N/A0.090%
8/7/2026 HBK Sorce Advisory LLC10,615$393K0.0%N/A0.209%
8/6/2026 Bank of New York Mellon Corp10,752$407K0.0%N/A0.212%
5/19/2026Bank of America Corp DE7,417$254K0.0%-17.8%0.146%
5/16/2026The Manufacturers Life Insurance Company155,799$5.33M0.0%-1.0%3.073%
5/14/2026 Renaissance Technologies LLC55,599$1.90M0.0%-2.2%1.097%
5/7/2026 Dimensional Fund Advisors LP36,085$1.23M0.0%-1.2%0.712%
5/5/2026 Bank of New York Mellon Corp9,363$320K0.0%-11.1%0.185%
4/28/2026 M3F Inc.171,439$5.86M1.5%+4.5%3.381%
4/22/2026 Janney Montgomery Scott LLC305,361$10.44M0.0%-4.1%6.023%
2/16/2026Barclays PLC14,577$508K0.0%+5.1%0.291%
2/13/2026The Manufacturers Life Insurance Company 157,332$5.49M0.0%-2.7%3.140%
2/13/2026Charles Schwab Investment Management Inc.13,296$463K0.0%-2.6%0.265%
2/13/2026 State Street Corp50,678$1.77M0.0%+7.0%1.012%
2/13/2026Wells Fargo & Company MN5,097$178K0.0%+46.2%0.102%
2/12/2026 Renaissance Technologies LLC56,877$1.98M0.0%-5.5%1.135%
2/12/2026 Dimensional Fund Advisors LP36,540$1.27M0.0%+4.1%0.729%
2/11/2026 Janney Montgomery Scott LLC318,389$11.10M0.0%-3.8%6.354%
2/11/2026 Deutsche Bank AG3,718$130K0.0%+28.7%0.074%
2/10/2026Goldman Sachs Group Inc.24,819$865K0.0%+40.7%0.495%
2/10/2026 Hazlett Burt & Watson Inc.958$33K0.0%N/A0.019%
2/9/2026 Geode Capital Management LLC106,009$3.70M0.0%+0.4%2.116%
2/9/2026 Endeavour Capital Advisors Inc.26,846$936K0.3%-48.2%0.536%
2/9/2026 HBK Sorce Advisory LLC10,615$396K0.0%N/A0.212%
2/3/2026 Wesbanco Bank Inc.13,307$464K0.0%+21.9%0.266%
1/1/2026 JPMorgan Chase & Co.4,209$140K0.0%+71.3%0.084%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,113$70K0.0%-17.1%0.042%
11/17/2025Citadel Advisors LLC8,576$285K0.0%+8.0%0.171%
11/17/2025Bank of America Corp DE5,035$167K0.0%+22.5%0.100%
11/17/2025Alliancebernstein L.P.261,557$8.69M0.0%-7.8%5.220%
11/14/2025Bridgeway Capital Management LLC67,840$2.25M0.0%+3.5%1.361%
11/13/2025 BNP Paribas Financial Markets1,343$45K0.0%+89.7%0.027%
11/12/2025 M3F Inc.164,014$5.45M1.5%-6.5%3.289%
11/7/2025 Endeavour Capital Advisors Inc.51,783$1.72M0.5%-53.5%1.039%
11/7/2025 GSA Capital Partners LLP8,098$269K0.0%N/A0.162%
11/7/2025Vanguard Group Inc.246,068$8.17M0.0%+158.5%4.935%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
11/7/2025 JPMorgan Chase & Co.4,209$140K0.0%+71.3%0.084%
11/6/2025 Rhumbline Advisers4,646$154K0.0%-27.0%0.093%
11/3/2025 New York State Common Retirement Fund2,100$70K0.0%-43.2%0.042%
8/15/2025Bridgeway Capital Management LLC65,537$1.87M0.0%+0.8%1.313%
8/15/2025Bank of America Corp DE4,111$117K0.0%+1,130.8%0.082%
8/14/2025Raymond James Financial Inc.3,486$99K0.0%N/A0.070%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,548$73K0.0%N/A0.051%
8/14/2025The Manufacturers Life Insurance Company 166,918$4.76M0.0%+1.2%3.345%
8/14/2025Fourthstone 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%
6/27/2025Goldman Sachs Group Inc.22,538$641K0.0%+108.0%0.449%
5/21/2025Acadian Asset Management LLC4,158$115K0.0%+30.3%0.083%
5/19/2025Jane Street Group LLC18,860$537K0.0%N/A0.375%
5/16/2025Empowered Funds LLC34,000$967K0.0%+2.5%0.666%
5/16/2025Goldman Sachs Group Inc.22,538$641K0.0%+108.0%0.442%
5/15/2025M3F Inc.97,549$2.78M0.8%+204.3%1.912%
5/14/2025Petiole USA ltd69,484$1.98M1.4%-67.7%1.362%
5/13/2025American Century Companies Inc.17,910$510K0.0%-3.2%0.351%
5/12/2025Connor Clark & Lunn Investment Management Ltd.8,467$241K0.0%+11.8%0.166%
4/23/2025Salzhauer Michael19,203$546K0.2%-43.9%0.376%
4/21/2025ORG Partners LLC7,423$211K0.1%N/A0.145%
4/17/2025Janney Montgomery Scott LLC336,646$9.58M0.0%-4.6%6.598%
2/17/2025Millennium Management LLC10,532$301K0.0%N/A0.206%
2/17/2025Fiduciary Trust Co9,323$266K0.0%N/A0.182%
2/17/2025Bridgeway Capital Management LLC64,172$1.83M0.0%-0.6%1.253%
2/17/2025Bank of America Corp DE3,807$109K0.0%+1,093.4%0.074%
2/17/2025Ameriprise Financial Inc.11,291$323K0.0%N/A0.221%
2/17/2025683 Capital Management LLC12,019$344K0.0%N/A0.235%
2/14/2025The Manufacturers Life Insurance Company165,938$4.74M0.0%-0.4%3.241%
2/14/2025M3F Inc.32,055$916K0.3%N/A0.626%
2/14/2025Dimensional Fund Advisors LP17,822$509K0.0%+5.7%0.348%
2/13/2025Barclays PLC7,430$212K0.0%-11.3%0.145%
2/13/2025Renaissance Technologies LLC49,099$1.40M0.0%-5.4%0.959%
2/12/2025Alliancebernstein L.P.419,420$11.99M0.0%-0.5%8.192%
2/10/2025Commonwealth Equity Services LLC11,146$319K0.0%-35.7%0.218%
1/28/2025Empowered Funds LLC33,172$948K0.0%+1.8%0.648%
1/24/2025Waldron Private Wealth LLC120,612$3.45M0.1%+100.0%2.356%
1/17/2025Janney Montgomery Scott LLC352,996$10.09M0.0%-3.3%6.894%
11/25/2024Wilmington Savings Fund Society FSB33,642$941K0.0%N/A0.657%
11/19/2024Barclays PLC8,373$234K0.0%+12.7%0.163%
11/16/2024Geode Capital Management LLC48,357$1.35M0.0%+9.7%0.944%
11/15/2024Barclays PLC8,373$234K0.0%+12.7%0.164%
11/14/2024Fourthstone LLC13,329$373K0.1%N/A0.260%
11/14/2024De Lisle Partners LLP29,255$823K0.1%+9.1%0.571%
11/13/2024The Manufacturers Life Insurance Company166,602$4.66M0.0%-0.6%3.254%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
11/6/2024Empowered Funds LLC32,572$911K0.0%+5.2%0.634%
11/5/2024First National Trust Co11,291$316K0.0%-15.4%0.220%
10/29/2024Janney Montgomery Scott LLC364,939$10.20M0.0%+2.3%7.097%
8/8/2024American Century Companies Inc.19,293$437K0.0%-3.5%0.375%
8/6/2024Acadian Asset Management LLC2,089$46K0.0%+115.4%0.041%
8/2/2024First National Trust Co13,346$302K0.0%-33.1%0.260%
7/31/2024Commonwealth Equity Services LLC17,340$393K0.0%N/A0.337%
5/9/2024HBK Sorce Advisory LLC11,130$241K0.0%-29.2%0.216%
5/7/2024Empowered Funds LLC28,804$623K0.0%+7.9%0.560%
5/1/2024Janney Montgomery Scott LLC305,295$6.60M0.0%-6.6%5.940%


CBFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 49 institutional investors and hedge funds held shares of CB Financial Services. The most heavily invested institutionals were BlackRock Inc. ($10.63M), Janney Montgomery Scott LLC ($10.44M), Alliancebernstein L.P. ($8.69M), Vanguard Group Inc. ($8.17M), M3F Inc. ($5.86M), The Manufacturers Life Insurance Company ($5.84M), and Geode Capital Management LLC ($3.70M).Learn more on CB Financial Services' institutional investors.

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

Of the 39 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: BlackRock Inc. ($280.33K), M3F Inc. ($182.78K), The Manufacturers Life Insurance Company ($156.21K), Vanguard Group Inc. ($150.87K), Geode Capital Management LLC ($61.57K), Waldron Private Wealth LLC ($60.31K), and De Lisle Partners LLP ($36.10K).

Institutional investors have bought a total of 707,184 shares in the last 24 months. This purchase volume represents approximately $25.90M in transactions.

Of the 13 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: Endeavour Capital Advisors Inc. ($84.57K), Janney Montgomery Scott LLC ($25.62K), Alliancebernstein L.P. ($22.13K), M3F Inc. ($11.34K), The Manufacturers Life Insurance Company ($5.95K), Renaissance Technologies LLC ($4.60K), and Rhumbline Advisers ($1.72K).

Institutional investors have sold a total of 161,545 shares in the last 24 months. This volume of shares sold represents approximately $5.46M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CBFV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/14/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
They didn't warn anyone in 1971. This time someone is warning you.
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel