Vanguard Capital Management
CBFV icon

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

Vanguard 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 		$7.31M Hold
198,603
– – ﹤0.01% 2943
2026
Q2 		$7.53M Buy
198,603
+4,388
+2% +$156K ﹤0.01% 2964
2026
Q1 		$6.64M Buy
+194,215
New +$6.8M ﹤0.01% 2941

Other funds holding CBFV

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
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
S&T Bank
S&T Bank Indiana, Pennsylvania $296M AUM 78.33% 1-Year Est. Return

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

Vanguard Capital Management held its CB Financial Services (CBFV) position steady in Q3 2026 at 198,603 shares worth $7.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2943.

Vanguard Capital Management first reported a position in CBFV in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.53M in Q2 2026. 61 funds tracked by Wall St. Rank hold CBFV as of Q3 2026.

  • Vanguard Capital Management held 198,603 shares of CB Financial Services worth $7.31M as of Q3 2026.
  • Vanguard Capital Management left its CB Financial Services share count unchanged in Q3 2026.
  • CB Financial Services made up ﹤0.01% of Vanguard Capital Management's portfolio in Q3 2026, its #2943 holding.
  • Vanguard Capital Management first reported a position in CB Financial Services in Q1 2026 and has held it in 3 quarters since.
  • Vanguard Capital Management's CB Financial Services position peaked at $7.53M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held CB Financial Services as of Q3 2026.

Based on Vanguard Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.