Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
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
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
BlackRock
New York
$5.7T 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)
Canada, Ontario, Canada
$116B AUM
26.37%
1-Year Est. Return
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
$2.56B AUM
17.72%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close