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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
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

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 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 $72.6B AUM 54.88% 1-Year Est. Return

Sterling Capital Management's CBFV Position: Q2 2026 in Review

Sterling Capital Management reduced its CB Financial Services (CBFV) stake by 44% in Q2 2026, selling an estimated $2.39K and leaving 86 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Sterling Capital Management first reported a position in CBFV in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.4K in Q3 2025. 81 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Sterling Capital Management held 86 shares of CB Financial Services worth $3.26K as of Q2 2026.
  • Sterling Capital Management sold 67 CB Financial Services shares in Q2 2026, an estimated $2.39K.
  • CB Financial Services made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2827 holding.
  • Sterling Capital Management first reported a position in CB Financial Services in Q2 2025 and has held it in 5 quarters since.
  • Sterling Capital Management's CB Financial Services position peaked at $10.4K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.