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CB Financial Services

70 hedge funds and large institutions have $75.7M invested in CB Financial Services in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

25% more funds holding

Funds holding: 5670 (+14)

21% more capital invested

Capital invested by funds: $62.5M → $75.7M (+$13.1M)

2.02% more ownership

Funds ownership: 43.69%45.71% (+2%)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

Holders
70
Holders Change
+14
Holders Change %
+25%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
18
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$11M -$300K -9,478 -3%
AllianceBernstein
2
AllianceBernstein
Tennessee
$8.69M -$701K -22,127 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.17M +$4.78M +150,873 +158%
BlackRock
4
BlackRock
New York
$8.09M +$473K +14,928 +7%
MI
5
M3F Inc
Utah
$5.45M -$359K -11,344 -6%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.37M -$164K -5,165 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.51M -$62.9K -1,985 -2%
BCM
8
Bridgeway Capital Management
Texas
$2.25M +$73K +2,303 +4%
WPW
9
Waldron Private Wealth
Pennsylvania
$2M
Renaissance Technologies
10
Renaissance Technologies
New York
$2M +$161K +5,083 +9%
ECA
11
Endeavour Capital Advisors
Connecticut
$1.72M -$1.89M -59,633 -54%
State Street
12
State Street
Massachusetts
$1.57M +$154K +4,855 +11%
EF
13
Empowered Funds
Pennsylvania
$1.22M +$73K +2,303 +7%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.17M +$855 +27 +0.1%
Northern Trust
15
Northern Trust
Illinois
$1.16M -$53.6K -1,691 -5%
DLP
16
De Lisle Partners
United Kingdom
$1.13M
STB
17
S&T Bank
Pennsylvania
$1.12M
WSFS
18
Wilmington Savings Fund Society
Delaware
$1.12M
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$756K +$480K +15,157 +196%
SM
20
Salzhauer Michael
$628K -$9.5K -300 -2%
American Century Companies
21
American Century Companies
Missouri
$589K -$5.58K -176 -1%
Goldman Sachs
22
Goldman Sachs
New York
$586K +$559K +17,639 New
Stifel Financial
23
Stifel Financial
Missouri
$516K -$9.5K -300 -2%
Barclays
24
Barclays
United Kingdom
$461K -$63K -1,989 -13%
Charles Schwab
25
Charles Schwab
California
$453K

CBFV Hedge Fund Activity: Q3 2025 in Review

70 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in CB Financial Services (CBFV) for Q3 2025, worth a combined $75.7M — up 21% from $62.5M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CBFV positions and 3 closed out — a net gain of 14 holders — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.78M. The largest seller was Endeavour Capital Advisors, cutting an estimated $1.89M.

  • 70 institutional investors held CB Financial Services (CBFV) as of Q3 2025, up from 56 in Q2 2025.
  • Funds reported $75.7M of CB Financial Services stock for Q3 2025, up 21% quarter-over-quarter.
  • 17 funds opened new CB Financial Services positions in Q3 2025 and 3 closed out, a net change of +14 holders.
  • The largest CB Financial Services buyer in Q3 2025 was Vanguard Group, an estimated $4.78M added.
  • The largest CB Financial Services seller in Q3 2025 was Endeavour Capital Advisors, an estimated $1.89M sold.

Based on aggregated 13F filings for Q3 2025.