CB Financial Services Ownership | Who Owns CB Financial Services?

CB Financial Services Ownership Summary

CB Financial Services is owned by 45.37% institutional investors, 10.00% insiders, and 44.64% retail investors. Janney montgomery scott is the largest institutional shareholder, holding 6.59% of CBFV shares. JHancock Regional Bank A is the top mutual fund, with 1.68% of its assets in CB Financial Services shares.

CBFV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CB Financial Services	45.37%	10.00%	44.64%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Janney montgomery scott	330.98K	6.59%	$10.99M
Alliancebernstein	261.56K	5.21%	$8.69M
Vanguard group	246.07K	4.90%	$8.17M
Blackrock funding, inc. /de	243.58K	4.85%	$8.09M
M3f	164.01K	3.27%	$5.45M
Manufacturers life insurance company, the	161.75K	3.22%	$5.37M
Geode capital management	105.62K	2.10%	$3.51M
Bridgeway capital management	67.84K	1.35%	$2.25M
Waldron private wealth	60.31K	1.20%	$2.00M
Renaissance	60.20K	1.20%	$2.00M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	164.01K	1.54%	$5.45M
Endeavour capital advisors	51.78K	0.52%	$1.72M
S&t bank/pa	33.64K	0.31%	$1.12M
Salzhauer michael	18.90K	0.30%	$627.77K
De lisle partners llp	34.07K	0.14%	$1.13M
Waldron private wealth	60.31K	0.08%	$2.00M
Fourthstone	9.91K	0.06%	$328.98K
Bridgeway capital management	67.84K	0.05%	$2.25M
Janney montgomery scott	330.98K	0.03%	$10.99M
Gsa capital partners llp	8.10K	0.02%	$269.00K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	246.07K	0.00%	150.87K
Susquehanna group, llp	45.72K	0.00%	21.63K
Goldman sachs group	17.64K	0.00%	17.64K
Acadian asset management	22.87K	0.00%	15.16K
Blackrock funding, inc. /de	243.58K	0.00%	14.93K

Top Sellers

Holder	Shares	% Assets	Change
Petiole usa	-	-	-69.48K
Endeavour capital advisors	51.78K	0.52%	-59.63K
Fourthstone	9.91K	0.06%	-24.71K
Alliancebernstein	261.56K	0.00%	-22.13K
Jane street group	-	-	-18.86K

New Positions

Holder	Shares	% Assets	Change	Value
Millennium management	10.53K	0.00%	10.53K	$301.00K
Gsa capital partners llp	8.10K	0.02%	8.10K	$269.00K
Los angeles capital management	7.77K	0.00%	7.77K	$258.04K
Deutsche bank ag\	2.89K	-	2.89K	$95.91K
Rockefeller capital management	1.58K	0.00%	1.58K	$52.34K

Sold Out

Holder	Change
Innealta capital	-61.00
Raymond james financial	-3.49K
Org partners	-7.42K
Schonfeld strategic advisors	-8.74K
Fiduciary trust	-9.32K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	67	19.64%	2,278,598	3.82%	45	2.38%	32	-13.51%	19	375.00%
Jun 30, 2025	56	16.67%	2,194,682	6.52%	43	2.70%	37	76.19%	4	-69.23%
Mar 31, 2025	48	6.67%	2,060,437	-3.75%	40	2.32%	21	-4.55%	13	18.18%
Dec 31, 2024	17	-57.50%	784,211	-60.09%	15	1.04%	6	-62.50%	3	-66.67%
Sep 30, 2024	39	-4.88%	1,931,414	0.76%	37	2.69%	15	-	9	-10.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
JHancock Regional Bank A	83.54K	1.68%	-
iShares Russell 2000 ETF	65.84K	1.32%	-
JH Financial Opportunities	57.16K	1.15%	-
John Hancock Financial Opportunities Fund	57.16K	1.12%	-
Fidelity Small Cap Index	46.65K	0.94%	46.65K
Vanguard Institutional Extnd Mkt Idx Tr	46.50K	0.94%	-18.62K
iShares Russell 2000 Value ETF	40.44K	0.81%	-
EA Bridgeway Omni Small-Cap Value ETF	36.84K	0.74%	-
VT De Lisle America B USD	34.07K	0.69%	-
iShares Core S&P Total US Stock Mkt ETF	28.18K	0.57%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 18, 2025	Sharp Bruce A.	SEVP & Chief Comm Loan Officer	Buy	$32.80K
Sep 17, 2025	GEORGE JENNIFER L	SEVP and COO	Sell	$330.50
Sep 17, 2025	GEORGE JENNIFER L	SEVP and COO	Sell	$72.40K
Sep 17, 2025	GEORGE JENNIFER L	SEVP and COO	Sell	$990.30
Sep 17, 2025	GEORGE JENNIFER L	SEVP and COO	Sell	$66.04

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	1	-
2025 Q3	-	18
2025 Q2	1	5
2025 Q1	-	-
2024 Q3	-	-

CBFV Ownership FAQ

Who Owns CB Financial Services?

CB Financial Services shareholders are primarily institutional investors at 45.37%, followed by 10.00% insiders and 44.63% retail investors. The average institutional ownership in CB Financial Services's industry, Regional Banks Stocks, is 38.26%, which CB Financial Services exceeds.

Who owns the most shares of CB Financial Services?

CB Financial Services’s largest shareholders are Janney montgomery scott (330.98K shares, 6.59%), Alliancebernstein (261.56K shares, 5.21%), and Vanguard group (246.07K shares, 4.90%). Together, they hold 16.70% of CB Financial Services’s total shares outstanding.

Does Blackrock own CB Financial Services?

BlackRock is not among the top 10 institutional shareholders of CB Financial Services.

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

M3f is CB Financial Services’s biggest shareholder by percentage of total assets invested, with 1.54% of its assets in 164.01K CB Financial Services shares, valued at 5.45M$.

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 1.68% of its total shares outstanding invested in 83.54K CB Financial Services shares.

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