JY
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Jeff Yass’s CB Financial Services CBFV Stock Holding History

Jeff Yass’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
2025
Q3 		– Sell
-10,595
Closed -$302K – 12498
2025
Q2 		$302K Sell
10,595
-29,861
-74% -$852K ﹤0.01% 10316
2025
Q1 		$1.15M Sell
40,456
-5,264
-12% -$151K ﹤0.01% 6903
2024
Q4 		$1.31M Buy
45,720
+21,628
+90% +$639K ﹤0.01% 6311
2024
Q3 		$674K Buy
24,092
+4,474
+23% +$113K ﹤0.01% 7755
2024
Q2 		$445K Sell
19,618
-1,863
-9% -$41.4K ﹤0.01% 8549
2024
Q1 		$464K Buy
+21,481
New +$494K ﹤0.01% 8670
2020
Q3 		– Sell
-15,520
Closed -$339K – 10564
2020
Q2 		$339K Sell
15,520
-9,753
-39% -$218K ﹤0.01% 8139
2020
Q1 		$488K Buy
+25,273
New +$684K ﹤0.01% 6987

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
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
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jeff Yass's CBFV Position: Q3 2025 in Review

Jeff Yass sold out of CB Financial Services (CBFV) in Q3 2025, closing a stake of 10,595 shares — an estimated $302K sold.

Jeff Yass first reported a position in CBFV in Q1 2020 and held it in 8 quarters. The position peaked at $1.31M in Q4 2024. 70 funds tracked by Wall St. Rank hold CBFV as of Q3 2025.

  • Jeff Yass reported no remaining CB Financial Services position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 10,595 CB Financial Services shares in Q3 2025, an estimated $302K.
  • Jeff Yass first reported a position in CB Financial Services in Q1 2020 and held it in 8 quarters.
  • Jeff Yass's CB Financial Services position peaked at $1.31M in Q4 2024.
  • 70 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.