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CB Financial Services
CBFV

Overview Fund Activity

46 hedge funds and large institutions have $61.2M invested in CB Financial Services in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
13
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WPW
Waldron Private Wealth
Pennsylvania
$3.45M
2
STB
S&T Bank
Pennsylvania
$961K
3
MI
M3F Inc
Utah
$916K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.31M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$355K

Top Sellers

1
FL
Fourthstone LLC
Missouri
$0
2
UB
UMB Bank
Missouri
$0
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$10.1M
4
FNT
First National Trust
Pennsylvania
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$319K -$177K -6,198 -36%
HSA
27
HBK Sorce Advisory
Pennsylvania
$318K – – –
WB
28
WesBanco Bank
West Virginia
$318K – – –
Goldman Sachs
29
Goldman Sachs
New York
$310K +$310K +10,834 New
Millennium Management
30
Millennium Management
New York
$301K +$301K +10,532 New
Northern Trust
31
Northern Trust
Illinois
$293K +$4.26K +149 +1%
FT
32
Fiduciary Trust
Massachusetts
$266K +$266K +9,323 New
Morgan Stanley
33
Morgan Stanley
New York
$234K +$26.4K +924 +13%
Connor, Clark & Lunn Investment Management (CC&L)
34
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$216K +$216K +7,575 New
Barclays
35
Barclays
United Kingdom
$212K -$26.9K -943 -11%
SPIA
36
Steward Partners Investment Advisory
New York
$174K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$133K – – –
UBS Group
38
UBS Group
Switzerland
$110K -$31.9K -1,116 -22%
Bank of America
39
Bank of America
North Carolina
$109K +$99.7K +3,488 +1,093%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$88K +$30.4K +1,103 +53%
Citigroup
41
Citigroup
New York
$71.5K +$24.4K +855 +52%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$17K – – –
Wells Fargo
43
Wells Fargo
California
$3.06K – – –
GEA
44
Glen Eagle Advisors
New Jersey
$2.14K – – –
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$829 – – –
FL
46
Fourthstone LLC
Missouri
– -$373K -13,329 Closed
UB
47
UMB Bank
Missouri
– -$346K -12,385 Closed
FNT
48
First National Trust
Pennsylvania
– -$316K -11,291 Closed
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