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Curi RMB Capital’s CB Financial Services CBFV Stock Holding History

Curi RMB Capital’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 		$341K Buy
+9,981
New +$349K 0.01% 698

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

Curi RMB Capital's CBFV Position: Q1 2026 in Review

Curi RMB Capital opened a new position in CB Financial Services (CBFV) in Q1 2026: 9,981 shares worth $341K. The stake represents 0.01% of the portfolio and ranks #698 among its holdings.

78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • Curi RMB Capital held 9,981 shares of CB Financial Services worth $341K as of Q1 2026.
  • CB Financial Services was a new Curi RMB Capital position in Q1 2026.
  • CB Financial Services made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #698 holding.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.