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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
Q2 		$606 Hold
16
– – ﹤0.01% 4638
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

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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

IFP Advisors's CBFV Position: Q2 2026 in Review

IFP Advisors held its CB Financial Services (CBFV) position steady in Q2 2026 at 16 shares worth $606. 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 4 quarters since. The position peaked at $627 in Q4 2025. 9 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • IFP Advisors held 16 shares of CB Financial Services worth $606 as of Q2 2026.
  • IFP Advisors left its CB Financial Services share count unchanged in Q2 2026.
  • CB Financial Services made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4638 holding.
  • IFP Advisors first reported a position in CB Financial Services in Q3 2025 and has held it in 4 quarters since.
  • IFP Advisors's CB Financial Services position peaked at $627 in Q4 2025.
  • 9 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.