HBW
CBFV icon

Hazlett, Burt & Watson’s CB Financial Services CBFV Stock Holding History

Hazlett, Burt & Watson’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 		$33K Hold
958
– – 0.01% 517
2025
Q4 		$33K Buy
+958
New +$32.5K 0.01% 507

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

Hazlett, Burt & Watson's CBFV Position: Q1 2026 in Review

Hazlett, Burt & Watson held its CB Financial Services (CBFV) position steady in Q1 2026 at 958 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #517.

Hazlett, Burt & Watson first reported a position in CBFV in Q4 2025 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • Hazlett, Burt & Watson held 958 shares of CB Financial Services worth $33K as of Q1 2026.
  • Hazlett, Burt & Watson left its CB Financial Services share count unchanged in Q1 2026.
  • CB Financial Services made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #517 holding.
  • Hazlett, Burt & Watson first reported a position in CB Financial Services in Q4 2025 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.