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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

WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 15 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.
  • 15 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.