Connor, Clark & Lunn Investment Management (CC&L)
CBFV icon

Connor, Clark & Lunn Investment Management (CC&L)’s CB Financial Services CBFV Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$351K Sell
9,258
-69
-0.7% -$2.46K ﹤0.01% 1463
2026
Q1 		$319K Sell
9,327
-439
-4% -$15.4K ﹤0.01% 1411
2025
Q4 		$340K Sell
9,766
-785
-7% -$26.6K ﹤0.01% 1369
2025
Q3 		$350K Buy
+10,551
New +$334K ﹤0.01% 1329
2025
Q2 		– Sell
-8,467
Closed -$241K – 1526
2025
Q1 		$241K Buy
8,467
+892
+12% +$25.6K ﹤0.01% 1301
2024
Q4 		$216K Buy
+7,575
New +$224K ﹤0.01% 1310

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 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 $72.6B AUM 54.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s CBFV Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its CB Financial Services (CBFV) stake by 0.74% in Q2 2026, selling an estimated $2.46K and leaving 9,258 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CBFV in Q4 2024 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 9,258 shares of CB Financial Services worth $351K as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 69 CB Financial Services shares in Q2 2026, an estimated $2.46K.
  • CB Financial Services made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1463 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in CB Financial Services in Q4 2024 and has held it in 6 quarters since.
  • 81 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.