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CB Financial Services

70 hedge funds and large institutions have $75.7M invested in CB Financial Services in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

25% more funds holding

Funds holding: 5670 (+14)

21% more capital invested

Capital invested by funds: $62.5M → $75.7M (+$13.1M)

2.02% more ownership

Funds ownership: 43.69%45.71% (+2%)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

Holders
70
Holders Change
+14
Holders Change %
+25%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
18
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$375K
Bank of New York Mellon
27
Bank of New York Mellon
New York
$369K +$9.72K +307 +3%
WB
28
WesBanco Bank
West Virginia
$362K -$6.43K -203 -2%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$350K +$334K +10,551 New
FL
30
Fourthstone LLC
Missouri
$329K -$783K -24,715 -71%
Morgan Stanley
31
Morgan Stanley
New York
$301K -$156K -4,917 -35%
Citadel Advisors
32
Citadel Advisors
Florida
$285K +$20K +632 +8%
N
33
Nuveen
North Carolina
$269K
GCP
34
GSA Capital Partners
United Kingdom
$269K +$257K +8,098 New
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$258K +$246K +7,770 New
UBS Group
36
UBS Group
Switzerland
$248K +$136K +4,309 +136%
SPIA
37
Steward Partners Investment Advisory
New York
$202K
Bank of America
38
Bank of America
North Carolina
$167K +$29.3K +924 +22%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$154K
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$154K -$54.4K -1,716 -27%
JP Morgan Chase
41
JP Morgan Chase
New York
$140K +$55.5K +1,752 +71%
Wells Fargo
42
Wells Fargo
California
$116K +$12.8K +404 +13%
MIM
43
MetLife Investment Management
New Jersey
$97.4K
Deutsche Bank
44
Deutsche Bank
Germany
$95.9K +$91.5K +2,888 New
Mirae Asset Global ETFs Holdings
45
Mirae Asset Global ETFs Holdings
Hong Kong
$70.2K -$13.8K -435 -17%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$69.7K -$50.7K -1,600 -43%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$52.3K +$49.9K +1,576 New
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$44.6K +$20.1K +635 +90%
PFSRSONJ
49
Police & Firemen's Retirement System of New Jersey
New Jersey
$35.1K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$29K +$9.12K +288 +50%

CBFV Hedge Fund Activity: Q3 2025 in Review

70 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q3 2025, worth a combined $75.7M — up 21% from $62.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CBFV positions and 3 closed out — a net gain of 14 holders — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.78M. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.89M.

  • 70 institutional investors held CB Financial Services (CBFV) as of Q3 2025, up from 56 in Q2 2025.
  • Funds reported $75.7M of CB Financial Services stock for Q3 2025, up 21% quarter-over-quarter.
  • 17 funds opened new CB Financial Services positions in Q3 2025 and 3 closed out, a net change of +14 holders.
  • The largest CB Financial Services buyer in Q3 2025 was Vanguard Group, an estimated $4.78M added.
  • The largest CB Financial Services seller in Q3 2025 was Endeavour Capital Advisors, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2025.