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 6.09% of CBFV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.79% 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	31.75%	12.70%	55.55%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Janney montgomery scott	305.36K	6.09%	$10.44M
Alliancebernstein	261.56K	5.21%	$8.69M
Blackrock funding, inc. /de	253.19K	5.05%	$8.65M
Vanguard group	249.27K	4.95%	$8.69M
M3f	171.44K	3.42%	$5.86M
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%	$2.06M
Renaissance	56.88K	1.13%	$1.98M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
M3f	171.44K	1.45%	$5.86M
S&t bank/pa	33.64K	0.43%	$1.15M
Salzhauer michael	18.90K	0.30%	$646.11K
Endeavour capital advisors	24.17K	0.19%	$826.00K
De lisle partners llp	33.67K	0.14%	$1.16M
Waldron private wealth	60.31K	0.08%	$2.06M
Fourthstone	10.01K	0.07%	$348.81K
Bridgeway capital management	67.84K	0.05%	$2.25M
Bryn mawr trust	33.64K	0.03%	$1.15M
Janney montgomery scott	305.36K	0.03%	$10.44M

Top Buyers

Holder	Shares	% Assets	Change
Vanguard fiduciary trust	32.68K	0.00%	32.68K
Susquehanna group, llp	45.72K	0.00%	21.63K
Millennium management	10.53K	0.00%	10.53K
M3f	171.44K	1.45%	7.42K
Goldman sachs group	24.82K	0.00%	7.18K

Top Sellers

Holder	Shares	% Assets	Change
Petiole usa	-	-	-69.48K
Alliancebernstein	261.56K	0.00%	-22.13K
Jane street group	-	-	-18.86K
Janney montgomery scott	305.36K	0.03%	-13.03K
Qube research	-	-	-12.41K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	32.68K	0.00%	32.68K	$1.12M
Millennium management	10.53K	0.00%	10.53K	$301.00K
Vanguard global advisers	1.73K	-	1.73K	$58.96K
Rockefeller capital management	1.58K	0.00%	1.58K	$52.34K
Hazlett, burt & watson	958.00	0.01%	958.00	$33.00K

Sold Out

Holder	Change
True wealth design	-1.00
Innealta capital	-61.00
Srs capital advisors	-74.00
Amalgamated bank	-143.00
Whittier trust	-170.00

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	2.79%	-
iShares Russell 2000 ETF	86.14K	1.70%	705.00
JHancock Regional Bank A	83.54K	1.65%	-
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	45.68K	0.90%	-185.00
iShares Russell 2000 Value ETF	38.73K	0.76%	210.00
EA Bridgeway Omni Small-Cap Value ETF	35.84K	0.71%	-
VT De Lisle America B USD	33.67K	0.66%	-

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 31.75%, which CB Financial Services exceeds.

Who owns the most shares of CB Financial Services?

CB Financial Services’s largest shareholders are Janney montgomery scott (305.36K shares, 6.09%), Alliancebernstein (261.56K shares, 5.21%), and Blackrock funding, inc. /de (253.2K shares, 5.05%). Together, they hold 16.34% 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 1.45% of its assets in 171.44K CB Financial Services shares, valued at 5.86M$.

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 2.79% of its total shares outstanding invested in 141.5K CB Financial Services shares.

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