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Root Financial Partners’s CB Financial Services CBFV Stock Holding History

Root Financial 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
2026
Q2 		– Sell
-1
Closed -$34 – 868
2026
Q1 		$34 Buy
+1
New +$35 ﹤0.01% 3413

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Root Financial Partners's CBFV Position: Q2 2026 in Review

Root Financial Partners sold out of CB Financial Services (CBFV) in Q2 2026, closing a stake of 1 share — an estimated $34 sold.

Root Financial Partners first reported a position in CBFV in Q1 2026 and held it in 1 quarter. The position peaked at $34 in Q1 2026. 80 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Root Financial Partners reported no remaining CB Financial Services position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1 CB Financial Services share in Q2 2026, an estimated $34.
  • Root Financial Partners first reported a position in CB Financial Services in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's CB Financial Services position peaked at $34 in Q1 2026.
  • 80 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.