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CB Financial Services

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.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

5% more funds holding

Funds holding: 7478 (+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

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
34
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
$10.4M -$456K -13,028 -4%
AllianceBernstein
2
AllianceBernstein
Tennessee
$8.85M +$139K +3,961 +2%
BlackRock
3
BlackRock
New York
$8.65M -$38.2K -1,091 -0.4%
VCM
4
Vanguard Capital Management
Pennsylvania
$6.64M +$6.8M +194,215 New
MI
5
M3F Inc
Utah
$5.86M +$260K +7,425 +5%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.33M -$53.6K -1,533 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.6M -$29.8K -852 -0.8%
BCM
8
Bridgeway Capital Management
Texas
$2.25M -$70K -2,000 -3%
WPW
9
Waldron Private Wealth
Pennsylvania
$2.06M
Renaissance Technologies
10
Renaissance Technologies
New York
$1.9M -$44.7K -1,278 -2%
State Street
11
State Street
Massachusetts
$1.7M -$30.5K -872 -2%
EF
12
Empowered Funds
Pennsylvania
$1.26M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.23M -$15.9K -455 -1%
DLP
14
De Lisle Partners
United Kingdom
$1.16M -$14K -400 -1%
Northern Trust
15
Northern Trust
Illinois
$1.16M +$65.4K +1,870 +6%
WSFS
16
Wilmington Savings Fund Society
Delaware
$1.15M
STB
17
S&T Bank
Pennsylvania
$1.15M
VFT
18
Vanguard Fiduciary Trust
Pennsylvania
$1.12M +$1.14M +32,681 New
VPM
19
Vanguard Portfolio Management
Pennsylvania
$910K +$932K +26,625 New
Goldman Sachs
20
Goldman Sachs
New York
$829K -$19.9K -569 -2%
ECA
21
Endeavour Capital Advisors
Connecticut
$826K -$93.8K -2,680 -10%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$740K -$15.5K -443 -2%
SM
23
Salzhauer Michael
$646K
Stifel Financial
24
Stifel Financial
Missouri
$528K -$1.75K -50 -0.3%
American Century Companies
25
American Century Companies
Missouri
$498K -$63.6K -1,816 -11%