FFA
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Farther Finance Advisors’s CB Financial Services CBFV Stock Holding History

Farther Finance 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 		$2.84K Hold
75
– – ﹤0.01% 5041
2026
Q1 		$2.59K Hold
75
– – ﹤0.01% 4793
2025
Q4 		$2.62K Buy
+75
New +$2.54K ﹤0.01% 4584

Other funds holding CBFV

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's CBFV Position: Q2 2026 in Review

Farther Finance Advisors held its CB Financial Services (CBFV) position steady in Q2 2026 at 75 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #5041.

Farther Finance Advisors first reported a position in CBFV in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Farther Finance Advisors held 75 shares of CB Financial Services worth $2.84K as of Q2 2026.
  • Farther Finance Advisors left its CB Financial Services share count unchanged in Q2 2026.
  • CB Financial Services made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5041 holding.
  • Farther Finance Advisors first reported a position in CB Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 9 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.