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Fiduciary Trust’s CB Financial Services CBFV Stock Holding History

Fiduciary Trust’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
2025
Q1 		– Sell
-9,323
Closed -$266K – 821
2024
Q4 		$266K Buy
+9,323
New +$275K ﹤0.01% 600

Other funds holding CBFV

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fiduciary Trust's CBFV Position: Q1 2025 in Review

Fiduciary Trust sold out of CB Financial Services (CBFV) in Q1 2025, closing a stake of 9,323 shares — an estimated $266K sold.

Fiduciary Trust first reported a position in CBFV in Q4 2024 and held it in 1 quarter. The position peaked at $266K in Q4 2024. 48 funds tracked by Wall St. Rank hold CBFV as of Q1 2025.

  • Fiduciary Trust reported no remaining CB Financial Services position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Trust sold 9,323 CB Financial Services shares in Q1 2025, an estimated $266K.
  • Fiduciary Trust first reported a position in CB Financial Services in Q4 2024 and held it in 1 quarter.
  • Fiduciary Trust's CB Financial Services position peaked at $266K in Q4 2024.
  • 48 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2025.

Based on Fiduciary Trust's 13F filing for Q1 2025, filed 15 May 2025.