CB Financial Services Ownership | Who Owns CB Financial Services?
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
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | CB Financial Services | 37.59% | 9.84% | 52.56% |
Sector | Financial Services Stocks | 49.80% | 13.92% | 36.27% |
Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Alliancebernstein | 412.66K | 8.04% | $9.35M |
Janney montgomery scott | 356.80K | 6.96% | $8.09M |
Petiole usa | 215.20K | 4.20% | $4.88M |
Manufacturers life insurance company, the | 167.53K | 3.27% | $3.80M |
Endeavour capital advisors | 111.33K | 2.17% | $2.52M |
Bridgeway capital management | 62.96K | 1.23% | $1.43M |
Vanguard group | 62.27K | 1.21% | $1.41M |
Waldron private wealth | 60.31K | 1.18% | $1.37M |
Blackrock | 56.96K | 1.11% | $1.29M |
Renaissance | 52.40K | 1.02% | $1.19M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Petiole usa | 215.20K | 4.09% | $4.88M |
Endeavour capital advisors | 111.33K | 0.88% | $2.52M |
Salzhauer michael | 34.20K | 0.60% | $775.04K |
De lisle partners llp | 26.83K | 0.13% | $594.73K |
Waldron private wealth | 60.31K | 0.06% | $1.37M |
Bridgeway capital management | 62.96K | 0.03% | $1.43M |
Janney montgomery scott | 356.80K | 0.02% | $8.09M |
First national trust | 13.35K | 0.01% | $302.42K |
Empowered funds | 30.96K | 0.01% | $701.64K |
Wesbanco bank | 11.28K | 0.01% | $255.54K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Alliancebernstein | 412.66K | 0.00% | 78.53K |
Janney montgomery scott | 356.80K | 0.02% | 51.50K |
Commonwealth equity services | 17.34K | 0.00% | 17.34K |
Morgan stanley | 9.24K | - | 2.93K |
Empowered funds | 30.96K | 0.01% | 2.16K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
S&t bank/pa | - | - | -33.64K |
First national trust | 13.35K | 0.01% | -6.59K |
Susquehanna group, llp | 19.62K | 0.00% | -1.86K |
American century companies | 19.29K | 0.00% | -707.00 |
Tower research capital llc (trc) | - | - | -626.00 |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Commonwealth equity services | 17.34K | 0.00% | 17.34K | $393.00K |
Sold Out
Holder | Change |
---|---|
Qube research | -1.00 |
Innealta capital | -61.00 |
Tower research capital llc (trc) | -626.00 |
S&t bank/pa | -33.64K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 39 | -4.88% | 1,931,414 | 0.76% | 37 | 2.69% | 15 | - | 9 | -10.00% |
Jun 30, 2024 | 41 | 5.13% | 1,916,768 | 8.37% | 37 | 3.14% | 15 | 25.00% | 10 | 25.00% |
Mar 31, 2024 | 39 | - | 1,768,646 | 3.02% | 34 | 3.06% | 12 | -20.00% | 8 | 60.00% |
Dec 31, 2023 | 39 | -2.50% | 1,716,825 | 5.82% | 33 | 3.34% | 15 | 15.38% | 5 | -54.55% |
Sep 30, 2023 | 40 | -2.44% | 1,622,339 | -0.71% | 31 | 3.10% | 13 | -31.58% | 11 | 120.00% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
JHancock Regional Bank A | 83.54K | 1.63% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 60.97K | 1.19% | - |
JH Financial Opportunities | 57.16K | 1.11% | - |
iShares Core S&P Total US Stock Mkt ETF | 37.08K | 0.72% | 44.00 |
EA Bridgeway Omni Small-Cap Value ETF | 33.17K | 0.65% | - |
VT De Lisle America B USD | 29.25K | 0.57% | - |
Fidelity Extended Market Index | 27.08K | 0.53% | 1.29K |
Manulife US Bank Equity Mother Fund | 24.20K | 0.47% | - |
Bridgeway Omni Small-Cap Value N | 20.40K | 0.40% | - |
Bridgeway Omni Small-Cap Value | 20.40K | 0.40% | - |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 15, 2023 | Fox Mark E. | - | Buy | $4.00K |
Dec 15, 2023 | Fox Mark E. | - | Buy | $6.54K |
Jun 05, 2023 | LaCarte John J | - | Buy | $144.76K |
May 16, 2023 | Guthrie Charles R. | - | Buy | $3.80K |
May 11, 2023 | Guthrie Charles R. | - | Buy | $3.86K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | - |
2024 Q3 | - | - |
2024 Q1 | - | - |
2023 Q4 | 2 | - |
2023 Q2 | 4 | - |
CBFV Ownership FAQ
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