Commonwealth Equity Services
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Commonwealth Equity Services’s CB Financial Services CBFV Stock Holding History

Commonwealth Equity Services’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
2025
Q1 		– Sell
-11,146
Closed -$319K – 4188
2024
Q4 		$319K Sell
11,146
-6,198
-36% -$183K ﹤0.01% 3351
2024
Q3 		$485K Buy
17,344
+4
+0% +$101 ﹤0.01% 2916
2024
Q2 		$393K Buy
+17,340
New +$385K ﹤0.01% 3052

Other funds holding CBFV

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AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Commonwealth Equity Services's CBFV Position: Q1 2025 in Review

Commonwealth Equity Services sold out of CB Financial Services (CBFV) in Q1 2025, closing a stake of 11,146 shares — an estimated $319K sold.

Commonwealth Equity Services first reported a position in CBFV in Q2 2024 and held it in 3 quarters. The position peaked at $485K in Q3 2024. 48 funds tracked by Wall St. Rank hold CBFV as of Q1 2025.

  • Commonwealth Equity Services reported no remaining CB Financial Services position as of Q1 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,146 CB Financial Services shares in Q1 2025, an estimated $319K.
  • Commonwealth Equity Services first reported a position in CB Financial Services in Q2 2024 and held it in 3 quarters.
  • Commonwealth Equity Services's CB Financial Services position peaked at $485K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.