IFP Advisors
CBFV icon

IFP Advisors’s CB Financial Services CBFV Stock Holding History

IFP 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
Q3 		$589 Hold
16
– – ﹤0.01% 4638
2026
Q2 		$606 Hold
16
– – ﹤0.01% 4637
2026
Q1 		$547 Sell
16
-2
-11% -$70 ﹤0.01% 4398
2025
Q4 		$627 Buy
18
+10
+125% +$339 ﹤0.01% 4219
2025
Q3 		$266 Buy
+8
New +$253 ﹤0.01% 4331

Other funds holding CBFV

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

IFP Advisors's CBFV Position: Q3 2026 in Review

IFP Advisors held its CB Financial Services (CBFV) position steady in Q3 2026 at 16 shares worth $589. The position accounts for ﹤0.01% of the portfolio, ranked #4638.

IFP Advisors first reported a position in CBFV in Q3 2025 and has held it in 5 quarters since. The position peaked at $627 in Q4 2025. 12 funds tracked by Wall St. Rank hold CBFV as of Q3 2026.

  • IFP Advisors held 16 shares of CB Financial Services worth $589 as of Q3 2026.
  • IFP Advisors left its CB Financial Services share count unchanged in Q3 2026.
  • CB Financial Services made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4638 holding.
  • IFP Advisors first reported a position in CB Financial Services in Q3 2025 and has held it in 5 quarters since.
  • IFP Advisors's CB Financial Services position peaked at $627 in Q4 2025.
  • 12 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.