EWA
CBFV icon

EverSource Wealth Advisors’s CB Financial Services CBFV Stock Holding History

EverSource Wealth Advisors’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 		$190 Hold
5
– – ﹤0.01% 4253
2026
Q1 		$171 Sell
5
-1
-17% -$35 ﹤0.01% 4218
2025
Q4 		$209 Buy
6
+3
+100% +$102 ﹤0.01% 4022
2025
Q3 		$100 Buy
+3
New +$95 ﹤0.01% 4203

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

EverSource Wealth Advisors's CBFV Position: Q2 2026 in Review

EverSource Wealth Advisors held its CB Financial Services (CBFV) position steady in Q2 2026 at 5 shares worth $190. The position accounts for ﹤0.01% of the portfolio, ranked #4253.

EverSource Wealth Advisors first reported a position in CBFV in Q3 2025 and has held it in 4 quarters since. The position peaked at $209 in Q4 2025. 80 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • EverSource Wealth Advisors held 5 shares of CB Financial Services worth $190 as of Q2 2026.
  • EverSource Wealth Advisors left its CB Financial Services share count unchanged in Q2 2026.
  • CB Financial Services made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4253 holding.
  • EverSource Wealth Advisors first reported a position in CB Financial Services in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's CB Financial Services position peaked at $209 in Q4 2025.
  • 80 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.