Royal Bank of Canada
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Royal Bank of Canada’s CB Financial Services CBFV Stock Holding History

Royal Bank of Canada’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 		– Sell
-41
Closed -$1K – 7164
2025
Q4 		$1K Sell
41
-1
-2% -$34 ﹤0.01% 6968
2025
Q3 		$1K Sell
42
-327
-89% -$10.4K ﹤0.01% 6954
2025
Q2 		$11K Buy
+369
New +$10.5K ﹤0.01% 6444
2025
Q1 		– Sell
-4
Closed – – 6844
2024
Q4 		$0 Sell
4
-296
-99% -$8.74K ﹤0.01% 6914
2024
Q3 		$8K Hold
300
– – ﹤0.01% 6385
2024
Q2 		$7K Hold
300
– – ﹤0.01% 6438
2024
Q1 		$6K Hold
300
– – ﹤0.01% 6372
2023
Q4 		$7K Hold
300
– – ﹤0.01% 6576
2023
Q3 		$6K Sell
300
-54
-15% -$1.17K ﹤0.01% 6561
2023
Q2 		$7K Buy
354
+8
+2% +$162 ﹤0.01% 6564
2023
Q1 		$8K Buy
346
+240
+226% +$5.38K ﹤0.01% 6395
2022
Q4 		$2K Buy
+106
New +$2.31K ﹤0.01% 6917
2022
Q2 		– Sell
-42
Closed -$1K – 7392
2022
Q1 		$1K Hold
42
– – ﹤0.01% 7577
2021
Q4 		$1K Buy
+42
New +$1K ﹤0.01% 7485
2021
Q3 		– Sell
-1,333
Closed -$29K – 7642
2021
Q2 		$29K Buy
1,333
+843
+172% +$18.4K ﹤0.01% 6360
2021
Q1 		$11K Buy
490
+67
+16% +$1.38K ﹤0.01% 6749
2020
Q4 		$8K Buy
+423
New +$8.89K ﹤0.01% 6468
2020
Q3 		– Sell
-37
Closed -$1K – 6639
2020
Q2 		$1K Sell
37
-42
-53% -$937 ﹤0.01% 6388
2020
Q1 		$2K Buy
+79
New +$2.14K ﹤0.01% 6276
2019
Q2 		– Sell
-31
Closed -$1K – 6883
2019
Q1 		$1K Buy
+31
New +$771 ﹤0.01% 6622
2018
Q4 		– Sell
-118
Closed -$3K – 6770
2018
Q3 		$3K Buy
118
+78
+195% +$2.53K ﹤0.01% 6401
2018
Q2 		$1K Buy
+40
New +$1.35K ﹤0.01% 6336

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada's CBFV Position: Q1 2026 in Review

Royal Bank of Canada sold out of CB Financial Services (CBFV) in Q1 2026, closing a stake of 41 shares — an estimated $1K sold.

Royal Bank of Canada first reported a position in CBFV in Q2 2018 and held it in 22 quarters. The position peaked at $29K in Q2 2021. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • Royal Bank of Canada reported no remaining CB Financial Services position as of Q1 2026 after selling out during the quarter.
  • Royal Bank of Canada sold 41 CB Financial Services shares in Q1 2026, an estimated $1K.
  • Royal Bank of Canada first reported a position in CB Financial Services in Q2 2018 and held it in 22 quarters.
  • Royal Bank of Canada's CB Financial Services position peaked at $29K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.