CB Financial Services Ownership | Who Owns CB Financial Services?

CB Financial Services Ownership Summary

CB Financial Services is owned by 37.02% institutional investors, 10.05% insiders, and 52.93% retail investors. Janney montgomery scott is the largest institutional shareholder, holding 6.32% of CBFV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.81% of its assets in CB Financial Services shares.

CBFV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CB Financial Services	37.02%	10.05%	52.93%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.54%	12.70%	55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Janney montgomery scott	318.39K	6.32%	$11.10M
Alliancebernstein	261.56K	5.21%	$8.69M
Blackrock funding, inc. /de	254.29K	5.05%	$8.86M
Vanguard group	249.27K	4.95%	$8.69M
M3f	164.01K	3.27%	$5.45M
Manufacturers life insurance company, the	161.75K	3.22%	$5.37M
Geode capital management	106.01K	2.10%	$3.70M
Bridgeway capital management	67.84K	1.35%	$2.25M
Waldron private wealth	60.31K	1.20%	$2.10M
Renaissance	56.88K	1.13%	$1.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	164.01K	1.54%	$5.45M
S&t bank/pa	33.64K	0.31%	$1.12M
Salzhauer michael	18.90K	0.27%	$658.96K
Endeavour capital advisors	26.85K	0.26%	$935.85K
De lisle partners llp	34.07K	0.14%	$1.13M
Waldron private wealth	60.31K	0.08%	$2.10M
Fourthstone	10.01K	0.07%	$348.81K
Bridgeway capital management	67.84K	0.05%	$2.25M
Bryn mawr trust	33.64K	0.03%	$1.17M
Janney montgomery scott	318.39K	0.03%	$11.10M

Top Buyers

Holder	Shares	% Assets	Change
Susquehanna group, llp	45.72K	0.00%	21.63K
Blackrock funding, inc. /de	254.29K	0.00%	10.71K
Hbk sorce advisory	10.62K	0.01%	10.62K
Millennium management	10.53K	0.00%	10.53K
Goldman sachs group	24.82K	0.00%	7.18K

Top Sellers

Holder	Shares	% Assets	Change
Petiole usa	-	-	-69.48K
Endeavour capital advisors	26.85K	0.26%	-24.94K
Alliancebernstein	261.56K	0.00%	-22.13K
Jane street group	-	-	-18.86K
Janney montgomery scott	318.39K	0.03%	-12.60K

New Positions

Holder	Shares	% Assets	Change	Value
Hbk sorce advisory	10.62K	0.01%	10.62K	$395.51K
Millennium management	10.53K	0.00%	10.53K	$301.00K
Rockefeller capital management	1.58K	0.00%	1.58K	$52.34K
Hazlett, burt & watson	958.00	0.01%	958.00	$33.00K
Russell investments group	547.00	-	547.00	$18.17K

Sold Out

Holder	Change
True wealth design	-1.00
Innealta capital	-61.00
Srs capital advisors	-74.00
Raymond james financial	-3.49K
Org partners	-7.42K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	59	-14.49%	1,864,629	-18.17%	37	1.80%	23	-32.35%	17	-10.53%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	141.50K	2.81%	-
iShares Russell 2000 ETF	87.46K	1.74%	87.46K
JHancock Regional Bank A	83.54K	1.66%	-
JH Financial Opportunities	57.16K	1.13%	-
John Hancock Financial Opportunities Fund	57.16K	1.12%	-
Vanguard Institutional Extnd Mkt Idx Tr	48.03K	0.95%	-
Fidelity Small Cap Index	46.52K	0.92%	-55.00
iShares Russell 2000 Value ETF	39.00K	0.77%	39.00K
EA Bridgeway Omni Small-Cap Value ETF	36.84K	0.73%	36.84K
VT De Lisle America B USD	34.07K	0.68%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 05, 2026	Cobain Stephen	Chief Credit Officer	Sell	$69.27
Mar 05, 2026	Cobain Stephen	Chief Credit Officer	Sell	$900.12
Mar 05, 2026	Cobain Stephen	Chief Credit Officer	Sell	$793.96
Mar 05, 2026	Cobain Stephen	Chief Credit Officer	Sell	$44.35K
Mar 05, 2026	Cobain Stephen	Chief Credit Officer	Sell	$10.60K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	15
2025 Q4	1	-
2025 Q3	-	18
2025 Q2	1	5
2025 Q1	-	-

CBFV Ownership FAQ

Who Owns CB Financial Services?

CB Financial Services shareholders are primarily institutional investors at 37.02%, followed by 10.05% insiders and 52.93% retail investors. The average institutional ownership in CB Financial Services's industry, Regional Banks Stocks, is 31.54%, which CB Financial Services exceeds.

Who owns the most shares of CB Financial Services?

CB Financial Services’s largest shareholders are Janney montgomery scott (318.39K shares, 6.32%), Alliancebernstein (261.56K shares, 5.21%), and Blackrock funding, inc. /de (254.29K shares, 5.05%). Together, they hold 16.58% 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?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of CB Financial Services shares, with 2.81% of its total shares outstanding invested in 141.5K CB Financial Services shares.

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