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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
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 $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

Empowered Funds's CBFV Position: Q1 2026 in Review

Empowered Funds held its CB Financial Services (CBFV) position steady in Q1 2026 at 36,840 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1319.

Empowered Funds first reported a position in CBFV in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.28M in Q4 2025. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • Empowered Funds held 36,840 shares of CB Financial Services worth $1.26M as of Q1 2026.
  • Empowered Funds left its CB Financial Services share count unchanged in Q1 2026.
  • CB Financial Services made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1319 holding.
  • Empowered Funds first reported a position in CB Financial Services in Q2 2023 and has held it in 12 quarters since.
  • Empowered Funds's CB Financial Services position peaked at $1.28M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.