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Nuveen’s CB Financial Services CBFV Stock Holding History

Nuveen’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 		$277K Hold
8,107
– – ﹤0.01% 3023
2025
Q4 		$283K Hold
8,107
– – ﹤0.01% 3062
2025
Q3 		$269K Hold
8,107
– – ﹤0.01% 3085
2025
Q2 		$231K Buy
+8,107
New +$231K ﹤0.01% 3123

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
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

Nuveen's CBFV Position: Q1 2026 in Review

Nuveen held its CB Financial Services (CBFV) position steady in Q1 2026 at 8,107 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #3023.

Nuveen first reported a position in CBFV in Q2 2025 and has held it in 4 quarters since. The position peaked at $283K in Q4 2025. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • Nuveen held 8,107 shares of CB Financial Services worth $277K as of Q1 2026.
  • Nuveen left its CB Financial Services share count unchanged in Q1 2026.
  • CB Financial Services made up ﹤0.01% of Nuveen's portfolio in Q1 2026, its #3023 holding.
  • Nuveen first reported a position in CB Financial Services in Q2 2025 and has held it in 4 quarters since.
  • Nuveen's CB Financial Services position peaked at $283K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on Nuveen's 13F filing for Q1 2026, filed 30 Apr 2026.