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Empowered Funds’s CB Financial Services CBFV Stock Holding History

Empowered Funds’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 		$1.36M Sell
35,840
-1,000
-3% -$35.6K 0.01% 1360
2026
Q1 		$1.26M Hold
36,840
– – 0.01% 1319
2025
Q4 		$1.28M Hold
36,840
– – 0.02% 604
2025
Q3 		$1.22M Buy
36,840
+2,303
+7% +$73K 0.01% 1115
2025
Q2 		$984K Buy
34,537
+537
+2% +$15.3K 0.01% 1074
2025
Q1 		$967K Buy
34,000
+828
+2% +$23.8K 0.01% 1010
2024
Q4 		$948K Buy
33,172
+600
+2% +$17.7K 0.01% 988
2024
Q3 		$911K Buy
32,572
+1,608
+5% +$40.8K 0.01% 922
2024
Q2 		$702K Buy
30,964
+2,160
+7% +$47.9K 0.01% 963
2024
Q1 		$623K Buy
28,804
+2,100
+8% +$48.3K 0.01% 1023
2023
Q4 		$636K Buy
26,704
+2,304
+9% +$50.9K 0.02% 932
2023
Q3 		$529K Buy
24,400
+1,896
+8% +$41K 0.02% 906
2023
Q2 		$457K Buy
+22,504
New +$457K 0.02% 848

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

Empowered Funds's CBFV Position: Q2 2026 in Review

Empowered Funds reduced its CB Financial Services (CBFV) stake by 2.7% in Q2 2026, selling an estimated $35.6K and leaving 35,840 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #1360.

Empowered Funds first reported a position in CBFV in Q2 2023 and has held it in 13 quarters since. 80 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Empowered Funds held 35,840 shares of CB Financial Services worth $1.36M as of Q2 2026.
  • Empowered Funds sold 1,000 CB Financial Services shares in Q2 2026, an estimated $35.6K.
  • CB Financial Services made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1360 holding.
  • Empowered Funds first reported a position in CB Financial Services in Q2 2023 and has held it in 13 quarters since.
  • 80 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.