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M3F Inc’s CB Financial Services CBFV Stock Holding History

M3F Inc’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
Q3 		$6.31M Sell
171,377
-319
-0.2% -$11.9K 1.61% 16
2026
Q2 		$6.51M Buy
171,696
+257
+0.1% +$9.16K 1.54% 14
2026
Q1 		$5.86M Buy
171,439
+7,425
+5% +$260K 1.45% 15
2025
Q4 		$5.72M Hold
164,014
– – 1.57% 14
2025
Q3 		$5.45M Sell
164,014
-11,344
-6% -$359K 1.54% 16
2025
Q2 		$5M Buy
175,358
+77,809
+80% +$2.22M 1.41% 17
2025
Q1 		$2.78M Buy
97,549
+65,494
+204% +$1.88M 0.76% 24
2024
Q4 		$916K Buy
+32,055
New +$947K 0.26% 28
2020
Q3 		– Sell
-41,266
Closed -$900K – 51
2020
Q2 		$900K Sell
41,266
-9,285
-18% -$207K 0.67% 33
2020
Q1 		$976K Buy
50,551
+4,514
+10% +$122K 0.7% 36
2019
Q4 		$1.39M Sell
46,037
-8,582
-16% -$244K 1.08% 29
2019
Q3 		$1.52M Sell
54,619
-3,086
-5% -$77.9K 1.1% 30
2019
Q2 		$1.37M Buy
+57,705
New +$1.36M 1.17% 24
2016
Q2 		– Sell
-15,846
Closed -$313K – 40
2016
Q1 		$313K Sell
15,846
-21,640
-58% -$441K 0.3% 36
2015
Q4 		$859K Buy
+37,486
New +$820K 0.86% 30

Other funds holding CBFV

GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

M3F Inc's CBFV Position: Q3 2026 in Review

M3F Inc reduced its CB Financial Services (CBFV) stake by 0.19% in Q3 2026, selling an estimated $11.9K and leaving 171,377 shares worth $6.31M. The position accounts for 1.61% of the portfolio, ranked #16.

M3F Inc first reported a position in CBFV in Q4 2015 and has held it in 15 quarters since. The position peaked at $6.51M in Q2 2026. 8 funds tracked by Wall St. Rank hold CBFV as of Q3 2026.

  • M3F Inc held 171,377 shares of CB Financial Services worth $6.31M as of Q3 2026.
  • M3F Inc sold 319 CB Financial Services shares in Q3 2026, an estimated $11.9K.
  • CB Financial Services made up 1.61% of M3F Inc's portfolio in Q3 2026, its #16 holding.
  • M3F Inc first reported a position in CB Financial Services in Q4 2015 and has held it in 15 quarters since.
  • M3F Inc's CB Financial Services position peaked at $6.51M in Q2 2026.
  • 8 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2026.

Based on M3F Inc's 13F filing for Q3 2026, filed 21 Oct 2026.