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Abundance Wealth Counselors’s CB Financial Services CBFV Stock Holding History

Abundance Wealth Counselors’s Portfolio CBFV Stock Details CBFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$319K Buy
+8,411
New +$300K 0.02% 224
2021
Q2 		– Sell
-4,202
Closed -$93K – 145
2021
Q1 		$93K Buy
+4,202
New +$86.4K 0.02% 126

Other funds holding CBFV

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Abundance Wealth Counselors's CBFV Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in CB Financial Services (CBFV) in Q2 2026: 8,411 shares worth $319K. The stake represents 0.02% of the portfolio and ranks #224 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in CBFV as recently as Q1 2021.

Abundance Wealth Counselors first reported a position in CBFV in Q1 2021 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Abundance Wealth Counselors held 8,411 shares of CB Financial Services worth $319K as of Q2 2026.
  • CB Financial Services was a new Abundance Wealth Counselors position in Q2 2026.
  • CB Financial Services made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #224 holding.
  • Abundance Wealth Counselors first reported a position in CB Financial Services in Q1 2021 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.