CB Financial Services
CBFV
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.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
5% more funds holding
Funds holding: 74 → 78 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$349K |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$260K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$139K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$65.4K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$28.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$456K |
| 2 |
Barclays
London,
United Kingdom
|
-$207K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$118K |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$113K |
| 5 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$93.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Allworth Financial
Folsom,
California
| $69 | +$35 | +1 | +100% |
|
|
RIL
77
Rothschild Investment LLC
Chicago,
Illinois
| $34 | – | – | – |
|
|
RFP
78
Root Financial Partners
Encinitas,
California
| $34 | +$35 | +1 | New |
|
|
WT
79
Whittier Trust
South Pasadena,
California
| – | -$5.86K | -170 | Closed |
|
|
AB
80
Amalgamated Bank
New York
| – | -$5K | -143 | Closed |
|
81
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -41 | Closed |
|
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.