Integrated Wealth Concepts’s CB Financial Services CBFV Stock Holding History

Integrated Wealth Concepts’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	$1.59K	Buy	+42	New	+$1.5K	﹤0.01%	5415

Other funds holding CBFV

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Integrated Wealth Concepts's CBFV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in CB Financial Services (CBFV) in Q2 2026: 42 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #5415 among its holdings.

81 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

Integrated Wealth Concepts held 42 shares of CB Financial Services worth $1.59K as of Q2 2026.
CB Financial Services was a new Integrated Wealth Concepts position in Q2 2026.
CB Financial Services made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5415 holding.
81 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.