Legal & General Group’s CB Financial Services CBFV Stock Holding History

Legal & General Group’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	$15.9K	Hold	420	–	–	﹤0.01%	3204
2026 Q1	$14.4K	Hold	420	–	–	﹤0.01%	3091
2025 Q4	$14.6K	Hold	420	–	–	﹤0.01%	3139
2025 Q3	$13.9K	Hold	420	–	–	﹤0.01%	3189
2025 Q2	$12K	Buy	+420	New	+$12K	﹤0.01%	3220
2021 Q2	–	Sell	-436	Closed	-$10K	–	3510
2021 Q1	$10K	Hold	436	–	–	﹤0.01%	3370
2020 Q4	$9K	Hold	436	–	–	﹤0.01%	3361
2020 Q3	$8K	Sell	436 -186	-30%	-$3.51K	﹤0.01%	3295
2020 Q2	$14K	Buy	+622	New	+$13.9K	﹤0.01%	3210
2019 Q3	–	Sell	-703	Closed	-$17K	–	3359
2019 Q2	$17K	Hold	703	–	–	﹤0.01%	3254
2019 Q1	$17K	Hold	703	–	–	﹤0.01%	3139
2018 Q4	$17K	Hold	703	–	–	﹤0.01%	3137
2018 Q3	$22K	Hold	703	–	–	﹤0.01%	3166
2018 Q2	$24K	Buy	+703	New	+$23.7K	﹤0.01%	3107

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

Legal & General Group's CBFV Position: Q2 2026 in Review

Legal & General Group held its CB Financial Services (CBFV) position steady in Q2 2026 at 420 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3204.

Legal & General Group first reported a position in CBFV in Q2 2018 and has held it in 14 quarters since. The position peaked at $24K in Q2 2018. 80 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

Legal & General Group held 420 shares of CB Financial Services worth $15.9K as of Q2 2026.
Legal & General Group left its CB Financial Services share count unchanged in Q2 2026.
CB Financial Services made up ﹤0.01% of Legal & General Group's portfolio in Q2 2026, its #3204 holding.
Legal & General Group first reported a position in CB Financial Services in Q2 2018 and has held it in 14 quarters since.
Legal & General Group's CB Financial Services position peaked at $24K in Q2 2018.
80 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.