Rockefeller Capital Management
CBFV icon

Rockefeller Capital Management’s CB Financial Services CBFV Stock Holding History

Rockefeller Capital Management’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
Q2 		$36.9K Sell
973
-603
-38% -$21.5K ﹤0.01% 3496
2026
Q1 		$53.9K Hold
1,576
– – ﹤0.01% 3237
2025
Q4 		$54.9K Hold
1,576
– – ﹤0.01% 3022
2025
Q3 		$52.3K Buy
+1,576
New +$49.9K ﹤0.01% 2892

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Rockefeller Capital Management's CBFV Position: Q2 2026 in Review

Rockefeller Capital Management reduced its CB Financial Services (CBFV) stake by 38% in Q2 2026, selling an estimated $21.5K and leaving 973 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3496.

Rockefeller Capital Management first reported a position in CBFV in Q3 2025 and has held it in 4 quarters since. The position peaked at $54.9K in Q4 2025. 80 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Rockefeller Capital Management held 973 shares of CB Financial Services worth $36.9K as of Q2 2026.
  • Rockefeller Capital Management sold 603 CB Financial Services shares in Q2 2026, an estimated $21.5K.
  • CB Financial Services made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3496 holding.
  • Rockefeller Capital Management first reported a position in CB Financial Services in Q3 2025 and has held it in 4 quarters since.
  • Rockefeller Capital Management's CB Financial Services position peaked at $54.9K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.