Fidelity Investments
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Fidelity Investments’s CB Financial Services CBFV Stock Holding History

Fidelity Investments’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 		$239 Buy
7
+3
+75% +$105 ﹤0.01% 5216
2025
Q4 		$139 Sell
4
-6
-60% -$203 ﹤0.01% 5230
2025
Q3 		$332 Buy
+10
New +$317 ﹤0.01% 5118

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

Fidelity Investments's CBFV Position: Q1 2026 in Review

Fidelity Investments increased its CB Financial Services (CBFV) stake by 75% in Q1 2026, buying an estimated $105 and bringing the position to 7 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #5216.

Fidelity Investments first reported a position in CBFV in Q3 2025 and has held it in 3 quarters since. The position peaked at $332 in Q3 2025. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • Fidelity Investments held 7 shares of CB Financial Services worth $239 as of Q1 2026.
  • Fidelity Investments bought 3 CB Financial Services shares in Q1 2026, an estimated $105.
  • CB Financial Services made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5216 holding.
  • Fidelity Investments first reported a position in CB Financial Services in Q3 2025 and has held it in 3 quarters since.
  • Fidelity Investments's CB Financial Services position peaked at $332 in Q3 2025.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.