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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
TRCT
51
Tower Research Capital (TRC)
New York
$23.2K +$21.9K +692 +11,533%
Russell Investments Group
52
Russell Investments Group
United Kingdom
$18.2K +$17.3K +547 New
AIP
53
Ameritas Investment Partners
Nebraska
$15.8K
Legal & General Group
54
Legal & General Group
United Kingdom
$13.9K
SCM
55
Sterling Capital Management
North Carolina
$10.4K +$5.96K +188 +149%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$9.66K
WT
57
Whittier Trust
California
$5.63K +$5.38K +170 New
AB
58
Amalgamated Bank
New York
$5K
EP
59
Essential Partners
California
$4.38K +$4.18K +132 New
GEA
60
Glen Eagle Advisors
New Jersey
$2.49K
AAP
61
Arax Advisory Partners
Colorado
$2.46K +$2.34K +74 New
Citigroup
62
Citigroup
New York
$1.76K -$47.9K -1,511 -97%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$1K -$10.4K -327 -89%
RBC
64
Roble Belko & Company
Pennsylvania
$1K +$697 +22 New
GI
65
GAMMA Investing
California
$764 +$729 +23 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$332 +$317 +10 New
IA
67
IFP Advisors
Florida
$266 +$253 +8 New
EWA
68
EverSource Wealth Advisors
Alabama
$100 +$95 +3 New
AF
69
Allworth Financial
California
$67 +$63 +2 New
TWD
70
True Wealth Design
Ohio
$34 +$32 +1 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$302K -10,595 Closed
OP
72
ORG Partners
Indiana
-$213K -7,423 Closed
Raymond James Financial
73
Raymond James Financial
Florida
-$99.4K -3,486 Closed

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.