CB Financial Services Ownership | Who Owns CB Financial Services?


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CB Financial Services Ownership Summary


CB Financial Services is owned by 37.59% institutional investors, 9.84% insiders, and 52.56% retail investors. Alliancebernstein is the largest institutional shareholder, holding 8.04% of CBFV shares. JHancock Regional Bank A is the top mutual fund, with 1.63% of its assets in CB Financial Services shares.

CBFV Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCB Financial Services37.59%9.84%52.56%
SectorFinancial Services Stocks 49.80%13.92%36.27%
IndustryRegional Banks Stocks51.67%12.06%36.27%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Alliancebernstein412.66K8.04%$9.35M
Janney montgomery scott356.80K6.96%$8.09M
Petiole usa215.20K4.20%$4.88M
Manufacturers life insurance company, the167.53K3.27%$3.80M
Endeavour capital advisors111.33K2.17%$2.52M
Bridgeway capital management62.96K1.23%$1.43M
Vanguard group62.27K1.21%$1.41M
Waldron private wealth60.31K1.18%$1.37M
Blackrock56.96K1.11%$1.29M
Renaissance52.40K1.02%$1.19M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Petiole usa215.20K4.09%$4.88M
Endeavour capital advisors111.33K0.88%$2.52M
Salzhauer michael34.20K0.60%$775.04K
De lisle partners llp26.83K0.13%$594.73K
Waldron private wealth60.31K0.06%$1.37M
Bridgeway capital management62.96K0.03%$1.43M
Janney montgomery scott356.80K0.02%$8.09M
First national trust13.35K0.01%$302.42K
Empowered funds30.96K0.01%$701.64K
Wesbanco bank11.28K0.01%$255.54K

Top Buyers

HolderShares% AssetsChange
Alliancebernstein412.66K0.00%78.53K
Janney montgomery scott356.80K0.02%51.50K
Commonwealth equity services17.34K0.00%17.34K
Morgan stanley9.24K-2.93K
Empowered funds30.96K0.01%2.16K

Top Sellers

HolderShares% AssetsChange
S&t bank/pa---33.64K
First national trust13.35K0.01%-6.59K
Susquehanna group, llp19.62K0.00%-1.86K
American century companies19.29K0.00%-707.00
Tower research capital llc (trc)---626.00

New Positions

HolderShares% AssetsChangeValue
Commonwealth equity services17.34K0.00%17.34K$393.00K

Sold Out

HolderChange
Qube research-1.00
Innealta capital-61.00
Tower research capital llc (trc)-626.00
S&t bank/pa-33.64K

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 202439-4.88%1,931,4140.76%372.69%15-9-10.00%
Jun 30, 2024415.13%1,916,7688.37%373.14%1525.00%1025.00%
Mar 31, 202439-1,768,6463.02%343.06%12-20.00%860.00%
Dec 31, 202339-2.50%1,716,8255.82%333.34%1515.38%5-54.55%
Sep 30, 202340-2.44%1,622,339-0.71%313.10%13-31.58%11120.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
JHancock Regional Bank A83.54K1.63%-
Vanguard Institutional Extnd Mkt Idx Tr60.97K1.19%-
JH Financial Opportunities57.16K1.11%-
iShares Core S&P Total US Stock Mkt ETF37.08K0.72%44.00
EA Bridgeway Omni Small-Cap Value ETF33.17K0.65%-
VT De Lisle America B USD29.25K0.57%-
Fidelity Extended Market Index27.08K0.53%1.29K
Manulife US Bank Equity Mother Fund24.20K0.47%-
Bridgeway Omni Small-Cap Value N20.40K0.40%-
Bridgeway Omni Small-Cap Value20.40K0.40%-

Recent Insider Transactions


DateNameRoleActivityValue
Dec 15, 2023Fox Mark E.-Buy$4.00K
Dec 15, 2023Fox Mark E.-Buy$6.54K
Jun 05, 2023LaCarte John J-Buy$144.76K
May 16, 2023Guthrie Charles R.-Buy$3.80K
May 11, 2023Guthrie Charles R.-Buy$3.86K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q3--
2024 Q1--
2023 Q42-
2023 Q24-

CBFV Ownership FAQ


Who Owns CB Financial Services?

CB Financial Services shareholders are primarily institutional investors at 37.59%, followed by 9.84% insiders and 52.57% retail investors. The average institutional ownership in CB Financial Services's industry, Regional Banks Stocks, is 51.67%, which CB Financial Services falls below.

Who owns the most shares of CB Financial Services?

CB Financial Services’s largest shareholders are Alliancebernstein (412.66K shares, 8.04%), Janney montgomery scott (356.8K shares, 6.96%), and Petiole usa (215.2K shares, 4.20%). Together, they hold 19.19% of CB Financial Services’s total shares outstanding.

Does Blackrock own CB Financial Services?

Yes, BlackRock owns 1.11% of CB Financial Services, totaling 56.96K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.29M$. In the last quarter, BlackRock increased its holdings by 1.34K shares, a 2.42% change.

Who is CB Financial Services’s biggest shareholder by percentage of total assets invested?

Petiole usa is CB Financial Services’s biggest shareholder by percentage of total assets invested, with 4.09% of its assets in 215.2K CB Financial Services shares, valued at 4.88M$.

Who is the top mutual fund holder of CB Financial Services shares?

JHancock Regional Bank A is the top mutual fund holder of CB Financial Services shares, with 1.63% of its total shares outstanding invested in 83.54K CB Financial Services shares.

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