Stifel Financial
CBFV icon

Stifel Financial’s CB Financial Services CBFV Stock Holding History

Stifel Financial’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 		$528K Sell
15,453
-50
-0.3% -$1.75K ﹤0.01% 2849
2025
Q4 		$540K Sell
15,503
-25
-0.2% -$848 ﹤0.01% 2812
2025
Q3 		$516K Sell
15,528
-300
-2% -$9.5K ﹤0.01% 2793
2025
Q2 		$451K Hold
15,828
– – ﹤0.01% 2837
2025
Q1 		$450K Sell
15,828
-100
-0.6% -$2.87K ﹤0.01% 2735
2024
Q4 		$455K Sell
15,928
-155
-1% -$4.58K ﹤0.01% 2732
2024
Q3 		$450K Sell
16,083
-225
-1% -$5.7K ﹤0.01% 2740
2024
Q2 		$370K Buy
16,308
+73
+0.4% +$1.62K ﹤0.01% 2803
2024
Q1 		$351K Hold
16,235
– – ﹤0.01% 2814
2023
Q4 		$387K Buy
16,235
+658
+4% +$14.5K ﹤0.01% 2703
2023
Q3 		$333K Sell
15,577
-513
-3% -$11.1K ﹤0.01% 2726
2023
Q2 		$333K Buy
16,090
+300
+2% +$6.09K ﹤0.01% 2758
2023
Q1 		$343K Buy
15,790
+763
+5% +$17.1K ﹤0.01% 2728
2022
Q4 		$322K Hold
15,027
– – ﹤0.01% 2708
2022
Q3 		$327K Hold
15,027
– – ﹤0.01% 2675
2022
Q2 		$343K Sell
15,027
-100
-0.7% -$2.24K ﹤0.01% 2674
2022
Q1 		$363K Hold
15,127
– – ﹤0.01% 2758
2021
Q4 		$364K Sell
15,127
-8
-0.1% -$191 ﹤0.01% 2791
2021
Q3 		$355K Hold
15,135
– – ﹤0.01% 2789
2021
Q2 		$336K Hold
15,135
– – ﹤0.01% 2824
2021
Q1 		$335K Hold
15,135
– – ﹤0.01% 2720
2020
Q4 		$303K Hold
15,135
– – ﹤0.01% 2586
2020
Q3 		$289K Hold
15,135
– – ﹤0.01% 2428
2020
Q2 		$331K Hold
15,135
– – ﹤0.01% 2290
2020
Q1 		$294K Sell
15,135
-150
-1% -$4.06K ﹤0.01% 2198
2019
Q4 		$465K Sell
15,285
-700
-4% -$19.9K ﹤0.01% 2303
2019
Q3 		$444K Sell
15,985
-200
-1% -$5.05K ﹤0.01% 2231
2019
Q2 		$385K Sell
16,185
-100
-0.6% -$2.35K ﹤0.01% 2337
2019
Q1 		$386K Hold
16,285
– – ﹤0.01% 2207
2018
Q4 		$399K Hold
16,285
– – ﹤0.01% 2068
2018
Q3 		$503K Hold
16,285
– – ﹤0.01% 2088
2018
Q2 		$555K Sell
16,285
-250
-2% -$8.42K ﹤0.01% 1977
2018
Q1 		$514K Hold
16,535
– – ﹤0.01% 1959
2017
Q4 		$500K Buy
16,535
+930
+6% +$27.8K ﹤0.01% 1910
2017
Q3 		$454K Buy
15,605
+150
+1% +$4.11K ﹤0.01% 1940
2017
Q2 		$404K Sell
15,455
-100
-0.6% -$2.72K ﹤0.01% 1983
2017
Q1 		$439K Sell
15,555
-100
-0.6% -$2.67K ﹤0.01% 1886
2016
Q4 		$408K Buy
15,655
+100
+0.6% +$2.43K ﹤0.01% 1881
2016
Q3 		$365K Buy
15,555
+200
+1% +$4.47K ﹤0.01% 1886
2016
Q2 		$327K Buy
+15,355
New +$326K ﹤0.01% 2000
2016
Q1 		– Sell
-15,005
Closed -$344K – 2254
2015
Q4 		$344K Hold
15,005
– – ﹤0.01% 1839
2015
Q3 		$318K Buy
15,005
+100
+0.7% +$2.05K ﹤0.01% 1796
2015
Q2 		$297K Buy
14,905
+150
+1% +$2.98K ﹤0.01% 1963
2015
Q1 		$291K Buy
+14,755
New +$292K ﹤0.01% 1917

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

Stifel Financial's CBFV Position: Q1 2026 in Review

Stifel Financial reduced its CB Financial Services (CBFV) stake by 0.32% in Q1 2026, selling an estimated $1.75K and leaving 15,453 shares worth $528K. The position accounts for ﹤0.01% of the portfolio, ranked #2849.

Stifel Financial first reported a position in CBFV in Q1 2015 and has held it in 44 quarters since. The position peaked at $555K in Q2 2018. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • Stifel Financial held 15,453 shares of CB Financial Services worth $528K as of Q1 2026.
  • Stifel Financial sold 50 CB Financial Services shares in Q1 2026, an estimated $1.75K.
  • CB Financial Services made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2849 holding.
  • Stifel Financial first reported a position in CB Financial Services in Q1 2015 and has held it in 44 quarters since.
  • Stifel Financial's CB Financial Services position peaked at $555K in Q2 2018.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.