LPL Financial’s CB Financial Services CBFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$368K Buy
+9,716
New +$346K ﹤0.01% 5290

Other funds holding CBFV

LPL Financial's CBFV Position: Q2 2026 in Review

LPL Financial opened a new position in CB Financial Services (CBFV) in Q2 2026: 9,716 shares worth $368K. The stake represents ﹤0.01% of the portfolio and ranks #5290 among its holdings.

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

  • LPL Financial held 9,716 shares of CB Financial Services worth $368K as of Q2 2026.
  • CB Financial Services was a new LPL Financial position in Q2 2026.
  • CB Financial Services made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5290 holding.
  • 81 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.