Sterling Capital Management
CBFV icon

Sterling Capital Management’s CB Financial Services CBFV Stock Holding History

Sterling Capital Management’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 		$3.39K Buy
92
+6
+7% +$223 ﹤0.01% 3019
2026
Q2 		$3.26K Sell
86
-67
-44% -$2.39K ﹤0.01% 2827
2026
Q1 		$5.23K Sell
153
-109
-42% -$3.81K ﹤0.01% 2709
2025
Q4 		$9.13K Sell
262
-52
-17% -$1.76K ﹤0.01% 2653
2025
Q3 		$10.4K Buy
314
+188
+149% +$5.96K ﹤0.01% 2466
2025
Q2 		$3.59K Buy
+126
New +$3.6K ﹤0.01% 2691

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Vanguard Capital Management
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MI
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Waldron Private Wealth
Waldron Private Wealth Bridgeville, Pennsylvania $2.88B AUM 16.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $21.7B AUM 41.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sterling Capital Management's CBFV Position: Q3 2026 in Review

Sterling Capital Management increased its CB Financial Services (CBFV) stake by 7% in Q3 2026, buying an estimated $223 and bringing the position to 92 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3019.

Sterling Capital Management first reported a position in CBFV in Q2 2025 and has held it in 6 quarters since. The position peaked at $10.4K in Q3 2025. 61 funds tracked by Wall St. Rank hold CBFV as of Q3 2026.

  • Sterling Capital Management held 92 shares of CB Financial Services worth $3.39K as of Q3 2026.
  • Sterling Capital Management bought 6 CB Financial Services shares in Q3 2026, an estimated $223.
  • CB Financial Services made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2026, its #3019 holding.
  • Sterling Capital Management first reported a position in CB Financial Services in Q2 2025 and has held it in 6 quarters since.
  • Sterling Capital Management's CB Financial Services position peaked at $10.4K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2026.

Based on Sterling Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.