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
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 $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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management increased its CB Financial Services (CBFV) stake by 2.3% in Q2 2026, buying an estimated $156K and bringing the position to 198,603 shares worth $7.53M. The position accounts for ﹤0.01% of the portfolio, ranked #2964.

Vanguard Capital Management first reported a position in CBFV in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

  • Vanguard Capital Management held 198,603 shares of CB Financial Services worth $7.53M as of Q2 2026.
  • Vanguard Capital Management bought 4,388 CB Financial Services shares in Q2 2026, an estimated $156K.
  • CB Financial Services made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #2964 holding.
  • Vanguard Capital Management first reported a position in CB Financial Services in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.