CB Financial Services, Inc. - CBFV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 9 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Reduced | 318,389 | 11,099 | 0.03% | 0.03% | 1 | -12,595 | -3.81% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 254,286 | 8,864 | 0.0% | 0.0% | 2 | +10,707 | 4.4% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 249,922 | 8,712 | 0.0% | 0.0% | 3 | -11,635 | -4.45% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Added to | 249,268 | 8,689 | 0.0% | 0.0% | 4 | +3,200 | 1.3% | Q4 2025 | Jan 29, 2026 |
| M3F, Inc. | History | No change | 164,014 | 5,718 | 1.57% | 1.54% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 157,332 | 5,484 | 0.0% | — | 6 | +157,332 | New | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 106,009 | 3,695 | 0.0% | 0.0% | 7 | +386 | 0.37% | Q4 2025 | Feb 09, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 67,840 | 2,364 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | No change | 60,306 | 2,102 | 0.08% | 0.08% | 9 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 56,877 | 1,982 | 0.0% | 0.0% | 10 | -3,322 | -5.52% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 50,678 | 1,766 | 0.0% | 0.0% | 11 | +3,331 | 7.04% | Q4 2025 | Feb 13, 2026 |
| Empowered Funds, LLC | History | No change | 36,840 | 1,284 | 0.02% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 36,540 | 1,273 | 0.0% | 0.0% | 13 | +1,425 | 4.06% | Q4 2025 | Feb 12, 2026 |
| De Lisle Partners LLP | History | No change | 34,074 | 1,181 | 0.15% | 0.14% | 14 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 33,642 | 1,172 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| S&T BANK/PA | History | No change | 33,642 | 1,172 | 0.37% | 0.31% | 16 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 32,153 | 1,120 | 0.0% | 0.0% | 17 | -2,659 | -7.64% | Q4 2025 | Feb 17, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Reduced | 26,846 | 935 | 0.26% | 0.52% | 18 | -24,937 | -48.16% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 24,819 | 865 | 0.0% | 0.0% | 19 | +7,180 | 40.71% | Q4 2025 | Mar 25, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 22,166 | 769 | 0.0% | 0.0% | 20 | -705 | -3.08% | Q4 2025 | Feb 10, 2026 |
| SALZHAUER MICHAEL | History | No change | 18,903 | 658 | 0.27% | 0.3% | 21 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 16,387 | 571 | 0.0% | 0.0% | 22 | -1,347 | -7.6% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 15,503 | 540 | 0.0% | 0.0% | 23 | -25 | -0.16% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 14,577 | 508 | 0.0% | 0.0% | 24 | +701 | 5.05% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | Added to | 13,307 | 463 | 0.01% | 0.01% | 25 | +2,395 | 21.95% | Q4 2025 | Feb 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 13,296 | 463 | 0.0% | 0.0% | 26 | -348 | -2.55% | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | New | 10,615 | 395 | 0.01% | — | 27 | +10,615 | New | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,291 | 393 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 10,533 | 367 | 0.0% | 0.0% | 29 | -585 | -5.26% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 10,386 | 362 | 0.0% | 0.0% | 30 | +1,324 | 14.61% | Q4 2025 | Feb 13, 2026 |
| Fourthstone LLC | History | Added to | 10,006 | 348 | 0.07% | 0.06% | 31 | +100 | 1.01% | Q4 2025 | Feb 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 9,766 | 340 | 0.0% | 0.0% | 32 | -785 | -7.44% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,020 | 314 | 0.0% | 0.0% | 33 | +3,985 | 79.15% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | No change | 8,107 | 282 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 7,994 | 278 | 0.0% | 0.0% | 35 | -582 | -6.79% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 7,770 | 249 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,080 | 211 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,097 | 177 | 0.0% | 0.0% | 38 | +1,611 | 46.21% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,650 | 162 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 3,718 | 129 | 0.0% | 0.0% | 40 | +830 | 28.74% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 3,610 | 125 | 0.0% | 0.0% | 41 | -599 | -14.23% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 3,335 | 116 | 0.0% | 0.0% | 42 | -1,311 | -28.22% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 2,933 | 102 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 2,181 | 76 | 0.0% | 0.0% | 44 | -5,293 | -70.82% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,100 | 73 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 2,078 | 72 | 0.0% | 0.0% | 46 | -35 | -1.66% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,576 | 54 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,148 | 40 | 0.0% | 0.0% | 48 | -195 | -14.52% | Q4 2025 | Feb 10, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,056 | 36 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 958 | 33 | 0.01% | — | 50 | +958 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 916 | 32 | 0.0% | 0.0% | 51 | +49 | 5.65% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 733 | 25 | 0.0% | — | 52 | +733 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 476 | 16 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 414 | 14 | 0.0% | 0.0% | 55 | -133 | -24.31% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | No change | 420 | 14 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 317 | 11 | 0.0% | 0.0% | 56 | -381 | -54.58% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 262 | 9 | 0.0% | 0.0% | 58 | -52 | -16.56% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 279 | 9 | 0.0% | 0.0% | 57 | -12 | -4.12% | Q4 2025 | Feb 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 143 | 5 | 0.0% | 0.0% | 59 | -16 | -10.06% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | No change | 170 | 5 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FEDERATED HERMES, INC. | History | New | 118 | 4 | 0.0% | — | 61 | +118 | New | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 106 | 3 | 0.0% | 0.0% | 62 | +53 | 100.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | New | 75 | 2 | 0.0% | — | 63 | +75 | New | Q4 2025 | Jan 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 41 | 1 | 0.0% | — | 65 | +41 | New | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 55 | 1 | 0.0% | — | 67 | +32 | 139.13% | Q4 2025 | Jan 05, 2026 |
| Roble, Belko & Company, Inc | History | No change | 22 | 1 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -8,098 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 18 | 0 | — | — | — | +10 | 125.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Reduced | 4 | 0 | — | — | — | -6 | -60.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q4 2025 | Feb 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 21, 2025 |