GI
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GAMMA Investing’s CB Financial Services CBFV Stock Holding History

GAMMA Investing’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 		$4.36K Buy
115
+42
+58% +$1.5K ﹤0.01% 3526
2026
Q1 		$2.5K Buy
73
+18
+33% +$630 ﹤0.01% 3591
2025
Q4 		$1.92K Buy
55
+32
+139% +$1.08K ﹤0.01% 3613
2025
Q3 		$764 Buy
+23
New +$729 ﹤0.01% 3654

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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

GAMMA Investing's CBFV Position: Q2 2026 in Review

GAMMA Investing increased its CB Financial Services (CBFV) stake by 58% in Q2 2026, buying an estimated $1.5K and bringing the position to 115 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #3526.

GAMMA Investing first reported a position in CBFV in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • GAMMA Investing held 115 shares of CB Financial Services worth $4.36K as of Q2 2026.
  • GAMMA Investing bought 42 CB Financial Services shares in Q2 2026, an estimated $1.5K.
  • CB Financial Services made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #3526 holding.
  • GAMMA Investing first reported a position in CB Financial Services in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.