UBS Group
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UBS Group’s CB Financial Services CBFV Stock Holding History

UBS Group’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 		$44.2K Sell
1,292
-889
-41% -$31.1K ﹤0.01% 7452
2025
Q4 		$76K Sell
2,181
-5,293
-71% -$180K ﹤0.01% 7032
2025
Q3 		$248K Buy
7,474
+4,309
+136% +$136K ﹤0.01% 6545
2025
Q2 		$90.2K Buy
3,165
+628
+25% +$17.9K ﹤0.01% 7320
2025
Q1 		$72.2K Sell
2,537
-1,327
-34% -$38.1K ﹤0.01% 7304
2024
Q4 		$110K Sell
3,864
-1,116
-22% -$33K ﹤0.01% 6811
2024
Q3 		$139K Buy
4,980
+3,767
+311% +$95.5K ﹤0.01% 6119
2024
Q2 		$27.5K Buy
1,213
+850
+234% +$18.9K ﹤0.01% 7111
2024
Q1 		$7.85K Sell
363
-2,298
-86% -$52.8K ﹤0.01% 7359
2023
Q4 		$63.4K Buy
2,661
+2,291
+619% +$50.6K ﹤0.01% 6418
2023
Q3 		$7.92K Buy
370
+20
+6% +$432 ﹤0.01% 7205
2023
Q2 		$7.25K Hold
350
– – ﹤0.01% 7312
2023
Q1 		$7.6K Sell
350
-529
-60% -$11.9K ﹤0.01% 7793
2022
Q4 		$18.8K Sell
879
-185
-17% -$4.03K ﹤0.01% 7712
2022
Q3 		$24K Buy
1,064
+658
+162% +$14.8K ﹤0.01% 7136
2022
Q2 		$9K Sell
406
-421
-51% -$9.45K ﹤0.01% 8118
2022
Q1 		$19K Sell
827
-522
-39% -$13K ﹤0.01% 7499
2021
Q4 		$32K Sell
1,349
-564
-29% -$13.5K ﹤0.01% 7320
2021
Q3 		$45K Buy
1,913
+1,267
+196% +$29.2K ﹤0.01% 6411
2021
Q2 		$15K Sell
646
-1,585
-71% -$34.5K ﹤0.01% 7637
2021
Q1 		$50K Sell
2,231
-687
-24% -$14.1K ﹤0.01% 6544
2020
Q4 		$58K Buy
2,918
+2,162
+286% +$45.4K ﹤0.01% 6056
2020
Q3 		$15K Sell
756
-1,406
-65% -$26.5K ﹤0.01% 6511
2020
Q2 		$48K Buy
2,162
+1,456
+206% +$32.5K ﹤0.01% 5887
2020
Q1 		$14K Sell
706
-680
-49% -$18.4K ﹤0.01% 6713
2019
Q4 		$41K Buy
1,386
+783
+130% +$22.2K ﹤0.01% 6460
2019
Q3 		$17K Sell
603
-390
-39% -$9.84K ﹤0.01% 6825
2019
Q2 		$23K Buy
993
+182
+22% +$4.28K ﹤0.01% 6509
2019
Q1 		$19K Sell
811
-1,837
-69% -$45.7K ﹤0.01% 6336
2018
Q4 		$66K Buy
2,648
+678
+34% +$18.2K ﹤0.01% 5870
2018
Q3 		$61K Buy
1,970
+669
+51% +$21.7K ﹤0.01% 6002
2018
Q2 		$45K Buy
+1,301
New +$43.8K ﹤0.01% 6057
2017
Q3 		– Sell
-681
Closed -$18K – 7732
2017
Q2 		$18K Sell
681
-711
-51% -$19.3K ﹤0.01% 6368
2017
Q1 		$39K Sell
1,392
-4,225
-75% -$113K ﹤0.01% 5693
2016
Q4 		$145K Buy
5,617
+4,428
+372% +$108K ﹤0.01% 5015
2016
Q3 		$28K Buy
1,189
+189
+19% +$4.22K ﹤0.01% 5993
2016
Q2 		$21K Buy
1,000
+852
+576% +$18.1K ﹤0.01% 6259
2016
Q1 		$3K Sell
148
-255
-63% -$5.2K ﹤0.01% 7180
2015
Q4 		$9K Sell
403
-982
-71% -$21.5K ﹤0.01% 7348
2015
Q3 		$29K Sell
1,385
-75
-5% -$1.54K ﹤0.01% 6318
2015
Q2 		$29K Buy
1,460
+409
+39% +$8.13K ﹤0.01% 6502
2015
Q1 		$21K Buy
1,051
+373
+55% +$7.38K ﹤0.01% 6933
2014
Q4 		$13K Buy
+678
New +$13.4K ﹤0.01% 8137

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

UBS Group's CBFV Position: Q1 2026 in Review

UBS Group reduced its CB Financial Services (CBFV) stake by 41% in Q1 2026, selling an estimated $31.1K and leaving 1,292 shares worth $44.2K. The position accounts for ﹤0.01% of the portfolio, ranked #7452.

UBS Group first reported a position in CBFV in Q4 2014 and has held it in 43 quarters since. The position peaked at $248K in Q3 2025. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • UBS Group held 1,292 shares of CB Financial Services worth $44.2K as of Q1 2026.
  • UBS Group sold 889 CB Financial Services shares in Q1 2026, an estimated $31.1K.
  • CB Financial Services made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7452 holding.
  • UBS Group first reported a position in CB Financial Services in Q4 2014 and has held it in 43 quarters since.
  • UBS Group's CB Financial Services position peaked at $248K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.