Janney Montgomery Scott
CBFV icon

Janney Montgomery Scott’s CB Financial Services CBFV Stock Holding History

Janney Montgomery Scott’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 		$10.4M Sell
305,361
-13,028
-4% -$456K 0.03% 568
2025
Q4 		$11.1M Sell
318,389
-12,595
-4% -$427K 0.03% 581
2025
Q3 		$11M Sell
330,984
-9,478
-3% -$300K 0.03% 573
2025
Q2 		$9.7M Buy
340,462
+3,816
+1% +$109K 0.03% 580
2025
Q1 		$9.58M Sell
336,646
-16,350
-5% -$470K 0.03% 544
2024
Q4 		$10.1M Sell
352,996
-11,943
-3% -$353K 0.03% 528
2024
Q3 		$10.2M Buy
364,939
+8,143
+2% +$206K 0.03% 529
2024
Q2 		$8.09M Buy
356,796
+51,501
+17% +$1.14M 0.02% 571
2024
Q1 		$6.6M Sell
305,295
-21,690
-7% -$498K 0.02% 653
2023
Q4 		$7.79M Buy
326,985
+3,604
+1% +$79.7K 0.03% 581
2023
Q3 		$6.92M Buy
323,381
+12,218
+4% +$264K 0.03% 553
2023
Q2 		$6.44M Buy
311,163
+56,660
+22% +$1.15M 0.02% 608
2023
Q1 		$5.53M Buy
254,503
+8,497
+3% +$191K 0.02% 611
2022
Q4 		$5.27M Buy
246,006
+3,134
+1% +$68.2K 0.02% 653
2022
Q3 		$5.29M Sell
242,872
-1,000
-0.4% -$22.6K 0.02% 609
2022
Q2 		$5.35M Sell
243,872
-9,125
-4% -$205K 0.02% 580
2022
Q1 		$6.07M Sell
252,997
-1,670
-0.7% -$41.6K 0.03% 535
2021
Q4 		$6.13M Sell
254,667
-1,495
-0.6% -$35.7K 0.02% 564
2021
Q3 		$6.01M Sell
256,162
-5,108
-2% -$118K 0.03% 543
2021
Q2 		$5.79M Sell
261,270
-2,980
-1% -$64.9K 0.03% 541
2021
Q1 		$5.85M Sell
264,250
-2,250
-0.8% -$46.3K 0.03% 508
2020
Q4 		$5.33M Buy
266,500
+3,336
+1% +$70.1K 0.03% 522
2020
Q3 		$5.02M Sell
263,164
-615
-0.2% -$11.6K 0.03% 481
2020
Q2 		$5.76M Buy
263,779
+8,413
+3% +$188K 0.04% 404
2020
Q1 		$4.93M Buy
255,366
+48,526
+23% +$1.31M 0.04% 401
2019
Q4 		$6.23M Sell
206,840
-6,900
-3% -$196K 0.04% 387
2019
Q3 		$5.93M Buy
213,740
+23,056
+12% +$582K 0.04% 379
2019
Q2 		$4.53M Buy
190,684
+20,505
+12% +$482K 0.03% 456
2019
Q1 		$4.04M Buy
170,179
+932
+0.6% +$23.2K 0.03% 463
2018
Q4 		$4.19M Buy
169,247
+8,774
+5% +$235K 0.04% 408
2018
Q3 		$4.95M Sell
160,473
-655
-0.4% -$21.3K 0.04% 407
2018
Q2 		$5.54M Sell
161,128
-14,348
-8% -$483K 0.05% 352
2018
Q1 		$5.45M Sell
175,476
-2,000
-1% -$60.8K 0.05% 348
2017
Q4 		$5.32M Buy
177,476
+29,297
+20% +$874K 0.06% 345
2017
Q3 		$4.31M Buy
148,179
+73
+0% +$2K 0.05% 370
2017
Q2 		$3.84M Buy
148,106
+38,303
+35% +$1.04M 0.05% 385
2017
Q1 		$3.11M Buy
109,803
+49,854
+83% +$1.33M 0.04% 406
2016
Q4 		$1.55M Buy
59,949
+23,616
+65% +$574K 0.02% 599
2016
Q3 		$850K Buy
+36,333
New +$812K 0.02% 732
2016
Q2 		– Sell
-29,533
Closed -$584K – 738
2016
Q1 		$584K Buy
29,533
+4,546
+18% +$92.7K 0.02% 706
2015
Q4 		$573K Buy
24,987
+1,000
+4% +$21.9K 0.01% 755
2015
Q3 		$507K Sell
23,987
-300
-1% -$6.14K 0.01% 822
2015
Q2 		$483K Hold
24,287
– – 0.01% 1203
2015
Q1 		$480K Hold
24,287
– – 0.01% 1402
2014
Q4 		$483K Buy
+24,287
New +$479K 0.01% 1336

Other funds holding CBFV

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janney Montgomery Scott's CBFV Position: Q1 2026 in Review

Janney Montgomery Scott reduced its CB Financial Services (CBFV) stake by 4.1% in Q1 2026, selling an estimated $456K and leaving 305,361 shares worth $10.4M. The position accounts for 0.03% of the portfolio, ranked #568.

Janney Montgomery Scott first reported a position in CBFV in Q4 2014 and has held it in 45 quarters since. The position peaked at $11.1M in Q4 2025. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • Janney Montgomery Scott held 305,361 shares of CB Financial Services worth $10.4M as of Q1 2026.
  • Janney Montgomery Scott sold 13,028 CB Financial Services shares in Q1 2026, an estimated $456K.
  • CB Financial Services made up 0.03% of Janney Montgomery Scott's portfolio in Q1 2026, its #568 holding.
  • Janney Montgomery Scott first reported a position in CB Financial Services in Q4 2014 and has held it in 45 quarters since.
  • Janney Montgomery Scott's CB Financial Services position peaked at $11.1M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.