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CB Financial Services

78 hedge funds and large institutions have $76.3M invested in CB Financial Services in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 34 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

5% more funds holding

Funds holding: 7478 (+4)

0.98% less ownership

Funds ownership: 44.87%43.89% (-0.98%)

3% less capital invested

Capital invested by funds: $78.4M → $76.3M (-$2.03M)

62% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 34

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
34
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WB
26
WesBanco Bank
West Virginia
$455K
Charles Schwab
27
Charles Schwab
California
$425K -$29.8K -852 -6%
Ameriprise
28
Ameriprise
Minnesota
$386K
HSA
29
HBK Sorce Advisory
Pennsylvania
$377K
FL
30
Fourthstone LLC
Missouri
$350K +$8.36K +239 +2%
CRC
31
Curi RMB Capital
Illinois
$341K +$349K +9,981 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$320K -$40.9K -1,170 -11%
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$319K -$15.4K -439 -4%
Morgan Stanley
34
Morgan Stanley
New York
$303K -$53.7K -1,534 -15%
Barclays
35
Barclays
United Kingdom
$296K -$207K -5,907 -41%
N
36
Nuveen
North Carolina
$277K
Bank of America
37
Bank of America
North Carolina
$254K -$56.1K -1,603 -18%
Citadel Advisors
38
Citadel Advisors
Florida
$209K -$65.4K -1,868 -23%
SPIA
39
Steward Partners Investment Advisory
New York
$208K
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$159K
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$156K -$113K -3,220 -41%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$115K +$1.33K +38 +1%
MIM
43
MetLife Investment Management
New Jersey
$100K
Mirae Asset Global ETFs Holdings
44
Mirae Asset Global ETFs Holdings
Hong Kong
$75.6K +$4.72K +135 +6%
JP Morgan Chase
45
JP Morgan Chase
New York
$75.1K -$51.3K -1,465 -41%
Deutsche Bank
46
Deutsche Bank
Germany
$72.9K -$55.5K -1,586 -43%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$71.8K
Wells Fargo
48
Wells Fargo
California
$59.4K -$118K -3,358 -66%
VGA
49
Vanguard Global Advisers
Pennsylvania
$59K +$60.4K +1,725 New
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$53.9K

CBFV Hedge Fund Activity: Q1 2026 in Review

78 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q1 2026, worth a combined $76.3M — down 2.6% from $78.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CBFV positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 34 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $349K. The largest seller was Janney Montgomery Scott, cutting an estimated $456K.

  • 78 institutional investors held CB Financial Services (CBFV) as of Q1 2026, up from 74 in Q4 2025.
  • Funds reported $76.3M of CB Financial Services stock for Q1 2026, down 2.6% quarter-over-quarter.
  • 8 funds opened new CB Financial Services positions in Q1 2026 and 3 closed out, a net change of +5 holders.
  • The largest CB Financial Services buyer in Q1 2026 was Curi RMB Capital, an estimated $349K added.
  • The largest CB Financial Services seller in Q1 2026 was Janney Montgomery Scott, an estimated $456K sold.

Based on aggregated 13F filings for Q1 2026.