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CB Financial Services

56 hedge funds and large institutions have $62.5M invested in CB Financial Services in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

17% more funds holding

Funds holding: 4856 (+8)

7% more capital invested

Capital invested by funds: $58.6M → $62.5M (+$3.93M)

3.45% more ownership

Funds ownership: 40.24%43.69% (+3.4%)

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$9.7M +$109K +3,816 +1%
AllianceBernstein
2
AllianceBernstein
Tennessee
$8.08M -$4.11M -143,929 -34%
BlackRock
3
BlackRock
New York
$6.52M +$4.99M +175,008 +326%
MI
4
M3F Inc
Utah
$5M +$2.22M +77,809 +80%
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.76M +$58.3K +2,044 +1%
ECA
6
Endeavour Capital Advisors
Connecticut
$3.18M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.07M +$1.62M +56,889 +112%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.71M +$938K +32,879 +53%
BCM
9
Bridgeway Capital Management
Texas
$1.87M +$15.3K +537 +0.8%
WPW
10
Waldron Private Wealth
Pennsylvania
$1.72M
Renaissance Technologies
11
Renaissance Technologies
New York
$1.57M +$177K +6,217 +13%
State Street
12
State Street
Massachusetts
$1.21M +$869K +30,451 +253%
Northern Trust
13
Northern Trust
Illinois
$1.04M +$715K +25,049 +219%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1,000K +$388K +13,587 +63%
FL
15
Fourthstone LLC
Missouri
$987K +$220K +7,719 +29%
EF
16
Empowered Funds
Pennsylvania
$984K +$15.3K +537 +2%
DLP
17
De Lisle Partners
United Kingdom
$970K
STB
18
S&T Bank
Pennsylvania
$959K
WSFS
19
Wilmington Savings Fund Society
Delaware
$959K
SM
20
Salzhauer Michael
$547K
American Century Companies
21
American Century Companies
Missouri
$510K
Barclays
22
Barclays
United Kingdom
$452K +$241K +8,435 +114%
Stifel Financial
23
Stifel Financial
Missouri
$451K
Morgan Stanley
24
Morgan Stanley
New York
$398K +$102K +3,579 +34%
Charles Schwab
25
Charles Schwab
California
$389K +$389K +13,644 New

CBFV Hedge Fund Activity: Q2 2025 in Review

56 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q2 2025, worth a combined $62.5M — up 6.7% from $58.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CBFV positions and 7 closed out — a net gain of 8 holders — while 22 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock, adding an estimated $4.99M. The largest seller was AllianceBernstein, cutting an estimated $4.11M.

  • 56 institutional investors held CB Financial Services (CBFV) as of Q2 2025, up from 48 in Q1 2025.
  • Funds reported $62.5M of CB Financial Services stock for Q2 2025, up 6.7% quarter-over-quarter.
  • 15 funds opened new CB Financial Services positions in Q2 2025 and 7 closed out, a net change of +8 holders.
  • The largest CB Financial Services buyer in Q2 2025 was BlackRock, an estimated $4.99M added.
  • The largest CB Financial Services seller in Q2 2025 was AllianceBernstein, an estimated $4.11M sold.

Based on aggregated 13F filings for Q2 2025.