Salzhauer Michael’s CB Financial Services CBFV Stock Holding History

Salzhauer Michael’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	$716K	Hold	18,903	–	–	0.25%	53
2026 Q1	$646K	Hold	18,903	–	–	0.3%	47
2025 Q4	$659K	Hold	18,903	–	–	0.27%	50
2025 Q3	$628K	Sell	18,903 -300	-2%	-$9.5K	0.3%	47
2025 Q2	$547K	Hold	19,203	–	–	0.32%	50
2025 Q1	$546K	Sell	19,203 -15,000	-44%	-$431K	0.33%	50
2024 Q4	$978K	Hold	34,203	–	–	0.5%	38
2024 Q3	$956K	Hold	34,203	–	–	0.59%	34
2024 Q2	$775K	Hold	34,203	–	–	0.6%	35
2024 Q1	$739K	Hold	34,203	–	–	0.56%	35
2023 Q4	$814K	Sell	34,203 -1,147	-3%	-$25.4K	0.69%	31
2023 Q3	$756K	Sell	35,350 -573	-2%	-$12.4K	0.81%	25
2023 Q2	$744K	Sell	35,923 -650	-2%	-$13.2K	0.78%	23
2023 Q1	$794K	Hold	36,573	–	–	0.7%	33
2022 Q4	$784K	Hold	36,573	–	–	0.46%	44
2022 Q3	$796K	Hold	36,573	–	–	0.49%	42
2022 Q2	$836K	Hold	36,573	–	–	0.5%	42
2022 Q1	$878K	Hold	36,573	–	–	0.39%	44
2021 Q4	$880K	Hold	36,573	–	–	0.33%	45
2021 Q3	$858K	Hold	36,573	–	–	0.35%	47
2021 Q2	$810K	Hold	36,573	–	–	0.36%	45
2021 Q1	$810K	Buy	36,573 +2,300	+7%	+$47.3K	0.42%	46
2020 Q4	$686K	Hold	34,273	–	–	0.49%	40
2020 Q3	$654K	Hold	34,273	–	–	0.73%	30
2020 Q2	$748K	Hold	34,273	–	–	0.98%	25
2020 Q1	$662K	Buy	34,273 +5,000	+17%	+$135K	1.13%	26
2019 Q4	$882K	Hold	29,273	–	–	0.4%	47
2019 Q3	$813K	Hold	29,273	–	–	0.42%	49
2019 Q2	$695K	Hold	29,273	–	–	0.32%	58
2019 Q1	$695K	Hold	29,273	–	–	0.34%	56
2018 Q4	$725K	Hold	29,273	–	–	0.4%	51
2018 Q3	$903K	Hold	29,273	–	–	0.34%	61
2018 Q2	$1.01M	Hold	29,273	–	–	0.37%	59
2018 Q1	$909K	Hold	29,273	–	–	0.34%	63
2017 Q4	$878K	Hold	29,273	–	–	0.34%	64
2017 Q3	$851K	Hold	29,273	–	–	0.37%	63
2017 Q2	$760K	Buy	29,273 +8,005	+38%	+$217K	0.34%	67
2017 Q1	$602K	Buy	21,268 +5,000	+31%	+$134K	0.29%	76
2016 Q4	$421K	Buy	+16,268	New	+$395K	0.21%	93

Other funds holding CBFV

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

HBW

Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Salzhauer Michael's CBFV Position: Q2 2026 in Review

Salzhauer Michael held its CB Financial Services (CBFV) position steady in Q2 2026 at 18,903 shares worth $716K. The position accounts for 0.25% of the portfolio, ranked #53.

Salzhauer Michael first reported a position in CBFV in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.01M in Q2 2018. 16 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

Salzhauer Michael held 18,903 shares of CB Financial Services worth $716K as of Q2 2026.
Salzhauer Michael left its CB Financial Services share count unchanged in Q2 2026.
CB Financial Services made up 0.25% of Salzhauer Michael's portfolio in Q2 2026, its #53 holding.
Salzhauer Michael first reported a position in CB Financial Services in Q4 2016 and has held it in 39 quarters since.
Salzhauer Michael's CB Financial Services position peaked at $1.01M in Q2 2018.
16 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.