CB Financial Services Ownership | Who Owns CB Financial Services?
CB Financial Services Ownership Summary
CB Financial Services is owned by 40.20% institutional investors, 9.87% insiders, and 49.93% retail investors. Alliancebernstein is the largest institutional shareholder, holding 8.16% 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 | 40.20% | 9.87% | 49.93% |
Sector | Financial Services Stocks | 48.74% | 15.36% | 35.90% |
Industry | Regional Banks Stocks | 51.14% | 12.22% | 36.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Alliancebernstein | 419.42K | 8.16% | $11.99M |
Janney montgomery scott | 356.80K | 6.96% | $8.09M |
Blackrock funding, inc. /de | 228.65K | 4.55% | $6.52M |
M3f | 175.36K | 3.49% | $5.00M |
Manufacturers life insurance company, the | 165.94K | 3.23% | $4.74M |
Endeavour capital advisors | 111.42K | 2.22% | $3.18M |
Bridgeway capital management | 64.17K | 1.25% | $1.83M |
Vanguard group | 62.27K | 1.21% | $1.78M |
Waldron private wealth | 60.31K | 1.20% | $1.72M |
Blackrock | 56.96K | 1.11% | $1.29M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
M3f | 175.36K | 1.41% | $5.00M |
Endeavour capital advisors | 111.42K | 1.09% | $3.18M |
Salzhauer michael | 19.20K | 0.32% | $547.29K |
S&t bank/pa | 33.64K | 0.31% | $961.49K |
De lisle partners llp | 34.07K | 0.14% | $970.09K |
Waldron private wealth | 60.31K | 0.07% | $1.72M |
Org partners | 7.42K | 0.05% | $213.15K |
Bridgeway capital management | 64.17K | 0.04% | $1.83M |
Janney montgomery scott | 356.80K | 0.02% | $8.09M |
Bryn mawr trust | 33.64K | 0.02% | $961.49K |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock funding, inc. /de | 228.65K | 0.00% | 175.01K |
M3f | 175.36K | 1.41% | 77.81K |
Janney montgomery scott | 356.80K | 0.02% | 51.50K |
S&t bank/pa | 33.64K | 0.31% | 33.64K |
Susquehanna group, llp | 45.72K | 0.00% | 21.63K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Petiole usa | - | - | -69.48K |
Jane street group | - | - | -18.86K |
Fourthstone | - | - | -13.33K |
Qube research | - | - | -12.41K |
Umb bank, n.a. | - | - | -12.38K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Ameriprise financial | 11.29K | 0.00% | 11.29K | $322.70K |
Goldman sachs group | 10.83K | - | 10.83K | $309.64K |
Millennium management | 10.53K | 0.00% | 10.53K | $301.00K |
Raymond james financial | 3.49K | - | 3.49K | $99.35K |
Sterling capital management | 126.00 | 0.00% | 126.00 | $3.59K |
Sold Out
Holder | Change |
---|---|
Innealta capital | -61.00 |
Royal bank of canada | -300.00 |
Tower research capital llc (trc) | -626.00 |
Connor, clark & lunn investment management | -8.47K |
Schonfeld strategic advisors | -8.74K |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
JHancock Regional Bank A | 83.54K | 1.68% | - |
iShares Russell 2000 ETF | 64.39K | 1.29% | -1.26K |
JH Financial Opportunities | 57.16K | 1.15% | - |
John Hancock Financial Opportunities Fund | 57.16K | 1.12% | - |
Vanguard Institutional Extnd Mkt Idx Tr | 46.50K | 0.94% | -18.62K |
iShares Russell 2000 Value ETF | 40.20K | 0.81% | 30.00 |
EA Bridgeway Omni Small-Cap Value ETF | 35.36K | 0.71% | - |
VT De Lisle America B USD | 34.07K | 0.69% | - |
iShares Core S&P Total US Stock Mkt ETF | 27.93K | 0.56% | 9.00 |
Fidelity Extended Market Index | 25.66K | 0.52% | -67.00 |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jul 30, 2025 | LaCarte John J | - | Sell | $3.49K |
Jul 30, 2025 | LaCarte John J | - | Sell | $7.70K |
Jul 30, 2025 | LaCarte John J | - | Sell | $1.23K |
Jul 30, 2025 | LaCarte John J | - | Sell | $1.73K |
Jul 30, 2025 | LaCarte John J | - | Sell | $199.38 |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q3 | - | 6 |
2025 Q2 | 1 | 5 |
2025 Q1 | - | - |
2024 Q3 | - | - |
2024 Q1 | - | - |
CBFV Ownership FAQ
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