Raymond James Financial
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Raymond James Financial’s CB Financial Services CBFV Stock Holding History

Raymond James Financial’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
-3,486
Closed -$99.4K – 5251
2025
Q2 		$99.4K Buy
+3,486
New +$99.5K ﹤0.01% 4878

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AllianceBernstein
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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

Raymond James Financial's CBFV Position: Q3 2025 in Review

Raymond James Financial sold out of CB Financial Services (CBFV) in Q3 2025, closing a stake of 3,486 shares — an estimated $99.4K sold.

Raymond James Financial first reported a position in CBFV in Q2 2025 and held it in 1 quarter. The position peaked at $99.4K in Q2 2025. 70 funds tracked by Wall St. Rank hold CBFV as of Q3 2025.

  • Raymond James Financial reported no remaining CB Financial Services position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 3,486 CB Financial Services shares in Q3 2025, an estimated $99.4K.
  • Raymond James Financial first reported a position in CB Financial Services in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's CB Financial Services position peaked at $99.4K in Q2 2025.
  • 70 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.