We are live on ! Find out more
CBFV icon

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
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$32K +$1.66K +49 +6%
Osaic Holdings
52
Osaic Holdings
Arizona
$25.6K +$24.9K +733 New
AIP
53
Ameritas Investment Partners
Nebraska
$16.6K
Legal & General Group
54
Legal & General Group
United Kingdom
$14.6K
Russell Investments Group
55
Russell Investments Group
United Kingdom
$14.4K -$4.51K -133 -24%
TRCT
56
Tower Research Capital (TRC)
New York
$11.1K -$12.9K -381 -55%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$9.73K -$407 -12 -4%
SCM
58
Sterling Capital Management
North Carolina
$9.13K -$1.76K -52 -17%
WT
59
Whittier Trust
California
$5.86K
AB
60
Amalgamated Bank
New York
$5K -$543 -16 -10%
Federated Hermes
61
Federated Hermes
Pennsylvania
$4.11K +$4K +118 New
Citigroup
62
Citigroup
New York
$3.7K +$1.8K +53 +100%
EP
63
Essential Partners
California
$3.69K -$882 -26 -20%
GEA
64
Glen Eagle Advisors
New Jersey
$2.62K
FFA
65
Farther Finance Advisors
California
$2.62K +$2.54K +75 New
GI
66
GAMMA Investing
California
$1.92K +$1.08K +32 +139%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1K -$34 -1 -2%
RBC
68
Roble Belko & Company
Pennsylvania
$1K
IA
69
IFP Advisors
Florida
$627 +$339 +10 +125%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$523 +$509 +15 New
EWA
71
EverSource Wealth Advisors
Alabama
$209 +$102 +3 +100%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$139 -$203 -6 -60%
AF
73
Allworth Financial
California
$35 -$34 -1 -50%
RIL
74
Rothschild Investment LLC
Illinois
$35 +$34 +1 New
GCP
75
GSA Capital Partners
United Kingdom
-$269K -8,098 Closed