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CB Financial Services

74 hedge funds and large institutions have $78.4M invested in CB Financial Services in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

6% more funds holding

Funds holding: 7074 (+4)

4% more capital invested

Capital invested by funds: $75.7M → $78.4M (+$2.7M)

0.84% less ownership

Funds ownership: 45.71%44.87% (-0.84%)

33% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 27

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$463K -$11.8K -348 -3%
HSA
27
HBK Sorce Advisory
Pennsylvania
$396K +$360K +10,615 New
Ameriprise
28
Ameriprise
Minnesota
$394K
Bank of New York Mellon
29
Bank of New York Mellon
New York
$367K -$19.8K -585 -5%
Morgan Stanley
30
Morgan Stanley
New York
$362K +$44.9K +1,324 +15%
FL
31
Fourthstone LLC
Missouri
$349K +$3.39K +100 +1%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$340K -$26.6K -785 -7%
Bank of America
33
Bank of America
North Carolina
$314K +$135K +3,985 +79%
N
34
Nuveen
North Carolina
$283K
Citadel Advisors
35
Citadel Advisors
Florida
$279K -$19.7K -582 -7%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$249K
SPIA
37
Steward Partners Investment Advisory
New York
$212K
Wells Fargo
38
Wells Fargo
California
$178K +$54.6K +1,611 +46%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$162K
Deutsche Bank
40
Deutsche Bank
Germany
$130K +$28.2K +830 +29%
JP Morgan Chase
41
JP Morgan Chase
New York
$126K -$20.3K -599 -14%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$116K -$44.5K -1,311 -28%
MIM
43
MetLife Investment Management
New Jersey
$102K
UBS Group
44
UBS Group
Switzerland
$76K -$180K -5,293 -71%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$73.2K
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$72.4K -$1.19K -35 -2%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$54.9K
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$40K -$6.61K -195 -15%
PFSRSONJ
49
Police & Firemen's Retirement System of New Jersey
New Jersey
$36.8K
HBW
50
Hazlett, Burt & Watson
West Virginia
$33K +$32.5K +958 New