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Essential Partners’s CB Financial Services CBFV Stock Holding History

Essential Partners’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 		$1.18K Sell
31
-58
-65% -$2.07K ﹤0.01% 2173
2026
Q1 		$3.04K Sell
89
-17
-16% -$595 ﹤0.01% 1814
2025
Q4 		$3.69K Sell
106
-26
-20% -$882 ﹤0.01% 1553
2025
Q3 		$4.38K Buy
+132
New +$4.18K ﹤0.01% 1469

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

Essential Partners's CBFV Position: Q2 2026 in Review

Essential Partners reduced its CB Financial Services (CBFV) stake by 65% in Q2 2026, selling an estimated $2.07K and leaving 31 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

Essential Partners first reported a position in CBFV in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.38K in Q3 2025. 80 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Essential Partners held 31 shares of CB Financial Services worth $1.18K as of Q2 2026.
  • Essential Partners sold 58 CB Financial Services shares in Q2 2026, an estimated $2.07K.
  • CB Financial Services made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2173 holding.
  • Essential Partners first reported a position in CB Financial Services in Q3 2025 and has held it in 4 quarters since.
  • Essential Partners's CB Financial Services position peaked at $4.38K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.