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ORG Partners’s CB Financial Services CBFV Stock Holding History

ORG Partners’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
-7,423
Closed -$213K – 1604
2025
Q2 		$213K Hold
7,423
– – 0.05% 308
2025
Q1 		$211K Buy
+7,423
New +$213K 0.05% 271

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

ORG Partners's CBFV Position: Q3 2025 in Review

ORG Partners sold out of CB Financial Services (CBFV) in Q3 2025, closing a stake of 7,423 shares — an estimated $213K sold.

ORG Partners first reported a position in CBFV in Q1 2025 and held it in 2 quarters. The position peaked at $213K in Q2 2025. 70 funds tracked by Wall St. Rank hold CBFV as of Q3 2025.

  • ORG Partners reported no remaining CB Financial Services position as of Q3 2025 after selling out during the quarter.
  • ORG Partners sold 7,423 CB Financial Services shares in Q3 2025, an estimated $213K.
  • ORG Partners first reported a position in CB Financial Services in Q1 2025 and held it in 2 quarters.
  • ORG Partners's CB Financial Services position peaked at $213K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.