WT
CBFV icon

Whittier Trust’s CB Financial Services CBFV Stock Holding History

Whittier Trust’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 		– Sell
-170
Closed -$5.86K – 1354
2025
Q4 		$5.86K Hold
170
– – ﹤0.01% 1211
2025
Q3 		$5.63K Buy
+170
New +$5.38K ﹤0.01% 1213

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

Whittier Trust's CBFV Position: Q1 2026 in Review

Whittier Trust sold out of CB Financial Services (CBFV) in Q1 2026, closing a stake of 170 shares — an estimated $5.86K sold.

Whittier Trust first reported a position in CBFV in Q3 2025 and held it in 2 quarters. The position peaked at $5.86K in Q4 2025. 78 funds tracked by Wall St. Rank hold CBFV as of Q1 2026.

  • Whittier Trust reported no remaining CB Financial Services position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 170 CB Financial Services shares in Q1 2026, an estimated $5.86K.
  • Whittier Trust first reported a position in CB Financial Services in Q3 2025 and held it in 2 quarters.
  • Whittier Trust's CB Financial Services position peaked at $5.86K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held CB Financial Services as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.