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 Q1	$34	Buy	+1	New	+$35	﹤0.01%	3413

Other funds holding CBFV

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Root Financial Partners's CBFV Position: Q1 2026 in Review

Root Financial Partners opened a new position in CB Financial Services (CBFV) in Q1 2026: 1 share worth $34. The stake represents ﹤0.01% of the portfolio and ranks #3413 among its holdings.

78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

Root Financial Partners held 1 share of CB Financial Services worth $34 as of Q1 2026.
CB Financial Services was a new Root Financial Partners position in Q1 2026.
CB Financial Services made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3413 holding.
78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.