Root Financial Partners
CBFV icon

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
Q3 		$37 Buy
+1
New +$37 ﹤0.01% 3747
2026
Q2 		– Sell
-1
Closed -$34 – 868
2026
Q1 		$34 Buy
+1
New +$35 ﹤0.01% 3413

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Farther Finance Advisors
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Essential Partners
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IFP Advisors
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SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
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Root Financial Partners's CBFV Position: Q3 2026 in Review

Root Financial Partners opened a new position in CB Financial Services (CBFV) in Q3 2026: 1 share worth $37. The stake represents ﹤0.01% of the portfolio and ranks #3747 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CBFV as recently as Q1 2026.

Root Financial Partners first reported a position in CBFV in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold CBFV as of Q3 2026.

  • Root Financial Partners held 1 share of CB Financial Services worth $37 as of Q3 2026.
  • CB Financial Services was a new Root Financial Partners position in Q3 2026.
  • CB Financial Services made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3747 holding.
  • Root Financial Partners first reported a position in CB Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.