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CB Financial Services (CBFV) Institutional Ownership

CB Financial Services logo
$34.81 +0.32 (+0.93%)
As of 04:00 PM Eastern
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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)
25
Total
Institutional Inflows
(last 12 months)
$11.88M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$5.46M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Bank of America Corp DE7,417$254K0.0%-17.8%0.146%
5/16/2026 The Manufacturers Life Insurance Company 155,799$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%
2/16/2026 Barclays PLC14,577$508K0.0%+5.1%0.291%
2/13/2026 The Manufacturers Life Insurance Company 157,332$5.49M0.0%-2.7%3.140%
2/13/2026 Charles 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%
2/13/2026 Wells 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%
2/10/2026 Goldman 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%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,113$70K0.0%-17.1%0.042%
11/17/2025 Citadel Advisors LLC8,576$285K0.0%+8.0%0.171%
11/17/2025 Bank of America Corp DE5,035$167K0.0%+22.5%0.100%
11/17/2025 Alliancebernstein L.P.261,557$8.69M0.0%-7.8%5.220%
11/14/2025 Bridgeway 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%
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%
8/15/2025 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%
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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%
5/21/2025Acadian 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%
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%
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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%
4/23/2024Wesbanco Bank Inc.11,277$244K0.0%-20.3%0.219%
2/8/2024Janney Montgomery Scott LLC326,985$7.79M0.0%+1.1%6.386%
11/8/2023Salzhauer Michael35,350$756K0.8%-1.6%0.690%
11/8/2023Janney Montgomery Scott LLC323,381$6.92M0.0%+3.9%6.316%
11/6/2023HBK Sorce Advisory LLC15,730$341K0.0%-24.2%0.307%
8/8/2023Salzhauer Michael35,923$744K0.8%-1.8%0.703%
8/4/2023HBK Sorce Advisory LLC20,750$422K0.0%-50.0%0.406%


CBFV Institutional Ownership - Frequently Asked Questions

During the previous two years, 48 institutional investors and hedge funds held shares of CB Financial Services. The most heavily invested institutionals were 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 ($5.33M), Geode Capital Management LLC ($3.70M), and Waldron Private Wealth LLC ($3.45M).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 38 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. ($182.78K), Vanguard Group Inc. ($150.87K), Geode Capital Management LLC ($61.57K), Waldron Private Wealth LLC ($60.31K), Wilmington Savings Fund Society FSB ($33.64K), Goldman Sachs Group Inc. ($30.59K), and Fourthstone LLC ($21.05K).

Institutional investors have bought a total of 381,123 shares in the last 24 months. This purchase volume represents approximately $11.88M 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.


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This page (NASDAQ:CBFV) was last updated on 5/26/2026 by MarketBeat.com Staff.
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