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Amalgamated Bank’s CB Financial Services CBFV Stock Holding History

Amalgamated Bank’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
Q1 		– Sell
-143
Closed -$5K – 1830
2025
Q4 		$5K Sell
143
-16
-10% -$543 ﹤0.01% 2697
2025
Q3 		$5K Hold
159
– – ﹤0.01% 2743
2025
Q2 		$5K Buy
+159
New +$4.54K ﹤0.01% 2721

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Amalgamated Bank's CBFV Position: Q1 2026 in Review

Amalgamated Bank sold out of CB Financial Services (CBFV) in Q1 2026, closing a stake of 143 shares — an estimated $5K sold.

Amalgamated Bank first reported a position in CBFV in Q2 2025 and held it in 3 quarters. The position peaked at $5K in Q4 2025. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • Amalgamated Bank reported no remaining CB Financial Services position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 143 CB Financial Services shares in Q1 2026, an estimated $5K.
  • Amalgamated Bank first reported a position in CB Financial Services in Q2 2025 and held it in 3 quarters.
  • Amalgamated Bank's CB Financial Services position peaked at $5K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.