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CB Financial Services

48 hedge funds and large institutions have $58.6M invested in CB Financial Services in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

4% more funds holding

Funds holding: 4648 (+2)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

4% less capital invested

Capital invested by funds: $61.2M → $58.6M (-$2.57M)

1.57% less ownership

Funds ownership: 41.81%40.24% (-1.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
13
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$12.2M +$235K +8,193 +2%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$9.58M -$470K -16,350 -5%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.69M -$30.6K -1,064 -0.6%
ECA
4
Endeavour Capital Advisors
Connecticut
$3.17M
MI
5
M3F Inc
Utah
$2.77M +$1.88M +65,494 +204%
PU
6
Petiole USA
New York
$1.98M -$4.19M -145,714 -68%
BCM
7
Bridgeway Capital Management
Texas
$1.85M +$23.8K +828 +1%
Vanguard Group
8
Vanguard Group
Pennsylvania
$1.77M +$1.18K +41 +0.1%
WPW
9
Waldron Private Wealth
Pennsylvania
$1.72M -$1.73M -60,306 -50%
Millennium Management
10
Millennium Management
New York
$1.57M +$1.28M +44,492 +422%
BlackRock
11
BlackRock
New York
$1.53M -$255K -8,864 -14%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.44M +$71.8K +2,500 +5%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.39M -$5.75K -200 -0.4%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.15M -$151K -5,264 -12%
DLP
15
De Lisle Partners
United Kingdom
$973K
EF
16
Empowered Funds
Pennsylvania
$967K +$23.8K +828 +2%
STB
17
S&T Bank
Pennsylvania
$957K
WSFS
18
Wilmington Savings Fund Society
Delaware
$957K
FL
19
Fourthstone LLC
Missouri
$765K +$773K +26,902 New
Goldman Sachs
20
Goldman Sachs
New York
$641K +$336K +11,704 +108%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$612K +$106K +3,679 +21%
Citadel Advisors
22
Citadel Advisors
Florida
$550K +$555K +19,333 New
SM
23
Salzhauer Michael
$546K -$431K -15,000 -44%
Jane Street
24
Jane Street
New York
$537K +$542K +18,860 New
American Century Companies
25
American Century Companies
Missouri
$510K -$17K -593 -3%

CBFV Hedge Fund Activity: Q1 2025 in Review

48 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q1 2025, worth a combined $58.6M — down 4.2% from $61.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CBFV positions and 6 closed out — a net gain of 2 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was M3F Inc, adding an estimated $1.88M. The largest seller was Petiole USA, cutting an estimated $4.19M.

  • 48 institutional investors held CB Financial Services (CBFV) as of Q1 2025, up from 46 in Q4 2024.
  • Funds reported $58.6M of CB Financial Services stock for Q1 2025, down 4.2% quarter-over-quarter.
  • 8 funds opened new CB Financial Services positions in Q1 2025 and 6 closed out, a net change of +2 holders.
  • The largest CB Financial Services buyer in Q1 2025 was M3F Inc, an estimated $1.88M added.
  • The largest CB Financial Services seller in Q1 2025 was Petiole USA, an estimated $4.19M sold.

Based on aggregated 13F filings for Q1 2025.