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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
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$11.1M -$427K -12,595 -4%
BlackRock
2
BlackRock
New York
$8.86M +$363K +10,707 +4%
AllianceBernstein
3
AllianceBernstein
Tennessee
$8.71M -$395K -11,635 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.69M +$109K +3,200 +1%
MI
5
M3F Inc
Utah
$5.72M
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.48M -$150K -4,421 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.7M +$13.1K +386 +0.4%
BCM
8
Bridgeway Capital Management
Texas
$2.36M
WPW
9
Waldron Private Wealth
Pennsylvania
$2.1M
Renaissance Technologies
10
Renaissance Technologies
New York
$1.98M -$113K -3,322 -6%
State Street
11
State Street
Massachusetts
$1.77M +$113K +3,331 +7%
EF
12
Empowered Funds
Pennsylvania
$1.28M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.27M +$48.3K +1,425 +4%
DLP
14
De Lisle Partners
United Kingdom
$1.18M
STB
15
S&T Bank
Pennsylvania
$1.17M
WSFS
16
Wilmington Savings Fund Society
Delaware
$1.17M
Northern Trust
17
Northern Trust
Illinois
$1.12M -$90.2K -2,659 -8%
ECA
18
Endeavour Capital Advisors
Connecticut
$936K -$846K -24,937 -48%
Goldman Sachs
19
Goldman Sachs
New York
$865K +$244K +7,180 +41%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$769K -$23.9K -705 -3%
SM
21
Salzhauer Michael
$659K
American Century Companies
22
American Century Companies
Missouri
$571K -$45.7K -1,347 -8%
Stifel Financial
23
Stifel Financial
Missouri
$540K -$848 -25 -0.2%
Barclays
24
Barclays
United Kingdom
$508K +$23.8K +701 +5%
WB
25
WesBanco Bank
West Virginia
$464K +$81.2K +2,395 +22%