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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
UBS Group
51
UBS Group
Switzerland
$44.2K -$31.1K -889 -41%
TRCT
52
Tower Research Capital (TRC)
New York
$38.3K +$28.1K +803 +253%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$36.2K -$3.08K -88 -8%
PFSRSONJ
54
Police & Firemen's Retirement System of New Jersey
New Jersey
$36.1K
HBW
55
Hazlett, Burt & Watson
West Virginia
$33K
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$30.6K -$700 -20 -2%
Osaic Holdings
57
Osaic Holdings
Arizona
$25.1K
AIP
58
Ameritas Investment Partners
Nebraska
$16.3K
Russell Investments Group
59
Russell Investments Group
United Kingdom
$14.7K +$525 +15 +4%
Legal & General Group
60
Legal & General Group
United Kingdom
$14.4K
UBS AM
61
UBS AM
Illinois
$12.1K +$12.4K +354 New
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$8.41K -$1.16K -33 -12%
Citigroup
63
Citigroup
New York
$7.32K +$3.78K +108 +102%
SCM
64
Sterling Capital Management
North Carolina
$5.23K -$3.81K -109 -42%
Federated Hermes
65
Federated Hermes
Pennsylvania
$3.35K -$700 -20 -17%
EP
66
Essential Partners
California
$3.04K -$595 -17 -16%
FFA
67
Farther Finance Advisors
California
$2.59K
GEA
68
Glen Eagle Advisors
New Jersey
$2.56K
GI
69
GAMMA Investing
California
$2.5K +$630 +18 +33%
SGK
70
Steigerwald Gordon & Koch
Virginia
$1.66K +$1.72K +49 New
RBC
71
Roble Belko & Company
Pennsylvania
$1K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$820 +$315 +9 +60%
IA
73
IFP Advisors
Florida
$547 -$70 -2 -11%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$239 +$105 +3 +75%
EWA
75
EverSource Wealth Advisors
Alabama
$171 -$35 -1 -17%

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.