CBFV Institutional Ownership
Who owns CB Financial Services, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 80 funds reported holding CBFV at Jun 30, 2026, together owning 45.0% of the company.
- ●26 buying vs 24 selling
- ▲Held by funds +1.2 pts
- ▲Funds holding +2
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 80 | 78 | +2.6% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 2.3M | 2.2M | +2.8% |
| Held by funds | 45.0% | 43.8% | +1.2 pts |
| New positions | 6 | 4 | +50.0% |
| Increased | 20 | 13 | +53.8% |
| Reduced | 21 | 34 | −38.2% |
| Sold out | 3 | 3 | 0.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in CBFV
All superinvestors →
Who owns CBFV
share of fund held shares- Index and passive funds34.7%
- Active managers and hedge funds51.3%
- Banks and brokers7.2%
- Pensions, insurers and other6.9%
The top 10 holders own 72.4% of all CBFV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
8 funds changed their position- M3F, Inc.Trimmed−319 sh
- GAMMA Investing LLCAdded+212 sh
- Farther Finance Advisors, LLCAdded+13 sh
- Essential Partners LLCTrimmed−8 sh
- Sterling Capital Management LLCAdded+6 sh
🔒 Free account: see all 8.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 6.00% | 305K | $11.6M | −263 |
| 2 | BlackRock, Inc. | 5.52% | 280K | $10.6M | +27K |
| 3 | Alliancebernstein L.P. | 5.00% | 254K | $8.7M | +120 |
| 4 | Vanguard Capital Management LLC | 3.91% | 199K | $7.5M | +4,388 |
| 5 | M3F, Inc. | 3.38% | 172K | $6.5M | +257 |
| 6 | Manufacturers Life Insurance Company, the | 3.03% | 154K | $5.8M | −1,634 |
| 7 | Geode Capital Management, LLC | 2.28% | 116K | $4.4M | +11K |
| 8 | Bridgeway Capital Management, LLC | 1.23% | 62K | $2.4M | −3,500 |
| 9 | Waldron Private Wealth LLC | 1.19% | 60K | $2.3M | 0 |
| 10 | Renaissance Technologies LLC | 1.06% | 54K | $2M | −1,700 |
- BlackRock, Inc.+27K sh+$1M
- Geode Capital Management, LLC+11K sh+$412K
- LPL Financial LLC+9,716 sh+$368K
- Morgan Stanley+6,847 sh+$260K
- AQR Capital Management LLC+5,629 sh+$213K
- Vanguard Portfolio Management LLC+4,658 sh+$177K
- Vanguard Capital Management LLC+4,388 sh+$166K
- Deutsche Bank Ag\+2,431 sh+$92K
- Goldman Sachs Group Inc−4,319 sh−$164K
- Bridgeway Capital Management, LLC−3,500 sh−$133K
- Fourthstone LLC−2,162 sh−$83K
- Bank of America Corp /de/−1,829 sh−$69K
- Vanguard Fiduciary Trust Co−1,797 sh−$68K
- Renaissance Technologies LLC−1,700 sh−$64K
- Manufacturers Life Insurance Company, the−1,634 sh−$62K
- State Street Corp−1,426 sh−$54K
CBFV institutional ownership FAQ
Who owns the most CBFV stock?
In Q2 2026 13F filings the largest holder of CBFV was Janney Montgomery Scott LLC, followed by BlackRock, Inc. and Alliancebernstein L.P.. Index fund managers are usually the biggest holders of large companies.
What percentage of CBFV is owned by institutions?
Funds that file 13F reports held 45.0% of CBFV's shares at Jun 30, 2026, compared with 43.8% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying CBFV?
In Q2 2026, 26 funds bought CBFV (6 of them new positions) and 24 sold (3 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for CBFV is bullish.
What is CBFV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this CBFV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.