CB Financial Services, Inc. - CBFV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | History | No change | 305,098 | 11,563 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BlackRock, Inc. | History | No change | 280,331 | 10,624 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 254,003 | 8,681 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 198,603 | 7,527 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M3F, Inc. | History | Reduced | 171,377 | 6,310 | 1.61% | 1.54% | 5 | -319 | -0.19% | Q3 2026 | Oct 21, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 154,165 | 5,842 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 116,026 | 4,398 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 62,340 | 2,362 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waldron Private Wealth LLC | History | No change | 60,306 | 2,220 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 53,899 | 2,042 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 48,380 | 1,833 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| NORTHERN TRUST CORP | History | No change | 36,210 | 1,372 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 36,940 | 1,360 | 0.0% | 0.0% | 13 | +512 | 1.41% | Q3 2026 | Nov 04, 2026 |
| Empowered Funds, LLC | History | No change | 35,840 | 1,358 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S&T BANK/PA | History | No change | 33,642 | 1,275 | 0.38% | 0.38% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| De Lisle Partners LLP | History | No change | 33,674 | 1,268 | 0.14% | 0.14% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 33,642 | 1,238 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 31,283 | 1,185 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 30,884 | 1,170 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | No change | 24,166 | 915 | 0.19% | 0.19% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 21,723 | 820 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 19,931 | 755 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALZHAUER MICHAEL | History | No change | 18,903 | 696 | 0.28% | 0.24% | 23 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MORGAN STANLEY | History | No change | 15,699 | 594 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 15,453 | 585 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 13,470 | 510 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 13,149 | 498 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WESBANCO BANK INC | History | Reduced | 13,281 | 489 | 0.02% | 0.01% | 28 | -26 | -0.2% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,291 | 427 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 10,752 | 407 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HBK Sorce Advisory LLC | History | No change | 10,615 | 393 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Curi Capital, LLC | History | No change | 9,981 | 378 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 9,716 | 368 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 9,258 | 350 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fourthstone LLC | History | No change | 8,083 | 311 | 0.22% | 0.22% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 8,205 | 310 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 8,155 | 309 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Nuveen, LLC | History | No change | 8,107 | 307 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,080 | 230 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,629 | 213 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,588 | 211 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,650 | 176 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 4,563 | 172 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 4,550 | 172 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,921 | 148 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 3,548 | 134 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,752 | 104 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,596 | 98 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,211 | 82 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 2,156 | 81 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,100 | 79 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 1,725 | 65 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 1,148 | 43 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,056 | 40 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 973 | 36 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 958 | 35 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 902 | 34 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 733 | 27 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 664 | 25 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 476 | 18 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 460 | 17 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 420 | 15 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 354 | 13 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GAMMA Investing LLC | History | Added to | 327 | 12 | 0.0% | 0.0% | 64 | +212 | 184.35% | Q3 2026 | Oct 08, 2026 |
| CITIGROUP INC | History | Reduced | 300 | 11 | 0.0% | 0.0% | 65 | -1,873 | -86.19% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 88 | 3 | 0.0% | 0.0% | 68 | +13 | 17.33% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | Added to | 92 | 3 | 0.0% | 0.0% | 66 | +6 | 6.98% | Q3 2026 | Oct 22, 2026 |
| Arax Advisory Partners | History | No change | 81 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 64 | 2 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roble, Belko & Company, Inc | History | No change | 22 | 1 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essential Partners LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -8 | -25.81% | Q3 2026 | Oct 14, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 26, 2026 |
| Covestor Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 30, 2026 |
| Root Financial Partners, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| True Wealth Design, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |