CBFV Institutional Ownership & Shareholders
CB FINANCIAL SERVICES INC (CBFV) is currently held by 80 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $79.22M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Janney Montgomery Scott Llc is currently the largest disclosed institutional shareholder of CBFV tracked by InsiderSet, reporting ownership valued at approximately $11.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.24M, representing an estimated gain of +5.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed CBFV value among the investors covered in this analysis. Major shareholders include Janney Montgomery Scott Llc, Blackrock, Inc., Alliancebernstein L.P., and several other long-term asset managers with concentrated positions in CB FINANCIAL SERVICES INC (CBFV).
This page ranks the largest institutional CBFV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
80
Total Reported Value
$79.22M
Largest Holder
Janney Montgomery Scott Llc
Largest Position
$11.56M
Insider Transactions (90d)
7
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Janney Montgomery Scott Llc | 0.02% | 305,098 | $11,563,000 | $12,237,481 | +$674,481 | +5.83% | |
| Blackrock, Inc. | 0.00% | 280,331 | $10,624,544 | $11,244,076 | +$619,532 | +5.83% | |
| Alliancebernstein L.P. | 0.00% | 254,003 | $8,681,823 | $10,188,060 | +$1,506,237 | +17.35% | |
| Vanguard Capital Management Llc | 0.00% | 198,603 | $7,527,054 | $7,965,966 | +$438,912 | +5.83% | |
| Manufacturers Life Insurance Company, The | 0.00% | 154,165 | $5,842,854 | $6,183,558 | +$340,704 | +5.83% | |
| Geode Capital Management, Llc | 0.00% | 116,026 | $4,398,335 | $4,653,803 | +$255,468 | +5.81% | |
| Bridgeway Capital Management, Llc | 0.04% | 62,340 | $2,362,686 | $2,500,457 | +$137,771 | +5.83% | |
| Waldron Private Wealth Llc | 0.08% | 60,306 | $2,220,467 | $2,418,874 | +$198,407 | +8.94% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 53,899 | $2,042,772 | $2,161,889 | +$119,117 | +5.83% |
| State Street Corp | 0.00% | 48,380 | $1,833,602 | $1,940,522 | +$106,920 | +5.83% | |
| Dimensional Fund Advisors Lp | 0.00% | 36,428 | $1,380,412 | $1,461,127 | +$80,715 | +5.85% | |
| Northern Trust Corp | 0.00% | 36,210 | $1,372,359 | $1,452,383 | +$80,024 | +5.83% | |
| Empowered Funds, Llc | 0.01% | 35,840 | $1,358,336 | $1,437,542 | +$79,206 | +5.83% | |
| S&T Bank/Pa | 0.38% | 33,642 | $1,275,031 | $1,349,381 | +$74,350 | +5.83% | |
| De Lisle Partners Llp | 0.14% | 33,674 | $1,268,331 | $1,350,664 | +$82,333 | +6.49% | |
| Wilmington Savings Fund Society, Fsb | 0.03% | 33,642 | $1,238,698 | $1,349,381 | +$110,683 | +8.94% | |
| Vanguard Portfolio Management Llc | 0.00% | 31,283 | $1,185,626 | $1,254,761 | +$69,135 | +5.83% | |
| Vanguard Fiduciary Trust Co | 0.00% | 30,884 | $1,170,504 | $1,238,757 | +$68,253 | +5.83% | |
| Endeavour Capital Advisors Inc | 0.19% | 24,166 | $915,893 | $969,298 | +$53,405 | +5.83% | |
| Acadian Asset Management Llc | 0.00% | 21,723 | $820,000 | $871,310 | +$51,310 | +6.26% | |
| Goldman Sachs Group Inc | 0.00% | 19,931 | $755,385 | $799,432 | +$44,047 | +5.83% | |
| Salzhauer Michael | 0.29% | 18,903 | $696,008 | $758,199 | +$62,191 | +8.94% | |
| Morgan Stanley | 0.00% | 15,699 | $594,992 | $629,687 | +$34,695 | +5.83% | |
| Stifel Financial Corp | 0.00% | 15,453 | $585,670 | $619,820 | +$34,150 | +5.83% | |
| Charles Schwab Investment Management Inc | 0.00% | 13,470 | $510,513 | $540,282 | +$29,769 | +5.83% | |
| Wesbanco Bank Inc | 0.01% | 13,307 | $504,336 | $533,744 | +$29,408 | +5.83% | |
| American Century Companies Inc | 0.00% | 13,149 | $498,347 | $527,406 | +$29,059 | +5.83% | |
| Ameriprise Financial Inc | 0.00% | 11,291 | $427,929 | $452,882 | +$24,953 | +5.83% | |
| Bank Of New York Mellon Corp | 0.00% | 10,752 | $407,490 | $431,263 | +$23,773 | +5.83% | |
| Hbk Sorce Advisory Llc | 0.01% | 10,615 | $393,392 | $425,768 | +$32,376 | +8.23% | |
| Curi Capital, Llc | 0.01% | 9,981 | $378,280 | $400,338 | +$22,058 | +5.83% | |
| Lpl Financial Llc | 0.00% | 9,716 | $368,236 | $389,709 | +$21,473 | +5.83% | |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | 9,258 | $350,878 | $371,338 | +$20,460 | +5.83% | |
| Fourthstone Llc | 0.22% | 8,083 | $311,479 | $324,209 | +$12,730 | +4.09% | |
| Barclays Plc | 0.00% | 8,205 | $310,970 | $329,103 | +$18,133 | +5.83% | |
| Citadel Advisors Llc | 0.00% | 8,155 | $309,075 | $327,097 | +$18,022 | +5.83% | |
| Nuveen, Llc | 0.00% | 8,107 | $307,255 | $325,172 | +$17,917 | +5.83% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 6,080 | $230,432 | $243,869 | +$13,437 | +5.83% | |
| Aqr Capital Management Llc | 0.00% | 5,629 | $213,344 | $225,779 | +$12,435 | +5.83% | |
| Bank Of America Corp | 0.00% | 5,588 | $211,785 | $224,135 | +$12,350 | +5.83% | |
| Fifth Third Bancorp | 0.00% | 4,650 | $176,235 | $186,512 | +$10,277 | +5.83% | |
| Deutsche Bank Ag\ | 0.00% | 4,563 | $172,938 | $183,022 | +$10,084 | +5.83% | |
| Los Angeles Capital Management Llc | 0.00% | 4,550 | $172,445 | $182,501 | +$10,056 | +5.83% | |
| Wells Fargo & Company/Mn | 0.00% | 3,921 | $148,606 | $157,271 | +$8,665 | +5.83% | |
| Rhumbline Advisers | 0.00% | 3,548 | $134,465 | $142,310 | +$7,845 | +5.83% | |
| Metlife Investment Management, Llc | 0.00% | 2,752 | $104,301 | $110,383 | +$6,082 | +5.83% | |
| Russell Investments Group, Ltd. | 0.00% | 2,596 | $98,388 | $104,126 | +$5,738 | +5.83% | |
| Jpmorgan Chase & Co | 0.00% | 2,211 | $82,471 | $88,683 | +$6,212 | +7.53% | |
| Citigroup Inc | 0.00% | 2,173 | $82,357 | $87,159 | +$4,802 | +5.83% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 2,156 | $81,712 | $86,477 | +$4,765 | +5.83% |
Frequently asked questions about CBFV
Who are the largest institutional holders of CBFV?
The largest institutional holders of CBFV reported in the latest SEC Form 13F filings include Janney Montgomery Scott Llc, Blackrock, Inc., Alliancebernstein L.P., Vanguard Capital Management Llc, and Manufacturers Life Insurance Company, The. InsiderSet ranks institutional holders by their latest reported CBFV position.
What is CBFV institutional ownership?
This page tracks CBFV positions reported by institutional investment managers through SEC Form 13F. CB FINANCIAL SERVICES INC (CBFV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CBFV?
InsiderSet currently tracks 80 institutional managers reporting CBFV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CBFV shareholders.
How much CBFV stock do institutions own?
Institutional investment managers disclosed approximately $79.22M in CBFV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CBFV institutional ownership last updated?
The latest CBFV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CBFV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CBFV position after the reporting date.
Are institutions buying or selling CBFV?
Institutional buying and selling can be analyzed by comparing CBFV positions across consecutive 13F reporting periods. InsiderSet's CBFV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CBFV ownership changes.
How has CBFV institutional ownership changed over time?
InsiderSet tracks CBFV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.