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
AAP
76
Arax Advisory Partners
Colorado
-$2.46K -74 Closed
TWD
77
True Wealth Design
Ohio
-$34 -1 Closed