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Rothschild Investment LLC’s CB Financial Services CBFV Stock Holding History

Rothschild Investment LLC’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 		$38 Hold
1
– – ﹤0.01% 3569
2026
Q1 		$34 Hold
1
– – ﹤0.01% 3508
2025
Q4 		$35 Buy
+1
New +$34 ﹤0.01% 3297

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Rothschild Investment LLC's CBFV Position: Q2 2026 in Review

Rothschild Investment LLC held its CB Financial Services (CBFV) position steady in Q2 2026 at 1 share worth $38. The position accounts for ﹤0.01% of the portfolio, ranked #3569.

Rothschild Investment LLC first reported a position in CBFV in Q4 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Rothschild Investment LLC held 1 share of CB Financial Services worth $38 as of Q2 2026.
  • Rothschild Investment LLC left its CB Financial Services share count unchanged in Q2 2026.
  • CB Financial Services made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3569 holding.
  • Rothschild Investment LLC first reported a position in CB Financial Services in Q4 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.