SGK
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Steigerwald Gordon & Koch’s CB Financial Services CBFV Stock Holding History

Steigerwald Gordon & Koch’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 		– Sell
-49
Closed -$1.66K – 769
2026
Q1 		$1.66K Buy
+49
New +$1.72K ﹤0.01% 702

Other funds holding CBFV

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 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
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Steigerwald Gordon & Koch's CBFV Position: Q2 2026 in Review

Steigerwald Gordon & Koch sold out of CB Financial Services (CBFV) in Q2 2026, closing a stake of 49 shares — an estimated $1.66K sold.

Steigerwald Gordon & Koch first reported a position in CBFV in Q1 2026 and held it in 1 quarter. The position peaked at $1.66K in Q1 2026. 9 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Steigerwald Gordon & Koch reported no remaining CB Financial Services position as of Q2 2026 after selling out during the quarter.
  • Steigerwald Gordon & Koch sold 49 CB Financial Services shares in Q2 2026, an estimated $1.66K.
  • Steigerwald Gordon & Koch first reported a position in CB Financial Services in Q1 2026 and held it in 1 quarter.
  • Steigerwald Gordon & Koch's CB Financial Services position peaked at $1.66K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.