Wilmington Savings Fund Society’s CB Financial Services CBFV Stock Holding History

Wilmington Savings Fund Society’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	$1.28M	Hold	33,642	–	–	0.03%	282
2026 Q1	$1.15M	Hold	33,642	–	–	0.03%	298
2025 Q4	$1.17M	Hold	33,642	–	–	0.03%	286
2025 Q3	$1.12M	Hold	33,642	–	–	0.03%	294
2025 Q2	$959K	Hold	33,642	–	–	0.02%	441
2025 Q1	$957K	Hold	33,642	–	–	0.02%	431
2024 Q4	$961K	Hold	33,642	–	–	0.02%	434
2024 Q3	$941K	Buy	+33,642	New	+$853K	0.02%	437

Other funds holding CBFV

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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 New York $72.6B AUM 54.88% 1-Year Est. Return

Wilmington Savings Fund Society's CBFV Position: Q2 2026 in Review

Wilmington Savings Fund Society held its CB Financial Services (CBFV) position steady in Q2 2026 at 33,642 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #282.

Wilmington Savings Fund Society first reported a position in CBFV in Q3 2024 and has held it in 8 quarters since. 80 funds tracked by Wall St. Rank hold CBFV as of Q2 2026.

Wilmington Savings Fund Society held 33,642 shares of CB Financial Services worth $1.28M as of Q2 2026.
Wilmington Savings Fund Society left its CB Financial Services share count unchanged in Q2 2026.
CB Financial Services made up 0.03% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #282 holding.
Wilmington Savings Fund Society first reported a position in CB Financial Services in Q3 2024 and has held it in 8 quarters since.
80 funds tracked by Wall St. Rank held CB Financial Services as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.