CB Financial Services Ownership | Who Owns CB Financial Services?


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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


TypeName% Inst% Insiders% Retail
StockCB Financial Services40.20%9.87%49.93%
SectorFinancial Services Stocks 48.74%15.36%35.90%
IndustryRegional Banks Stocks51.14%12.22%36.63%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Alliancebernstein419.42K8.16%$11.99M
Janney montgomery scott356.80K6.96%$8.09M
Blackrock funding, inc. /de228.65K4.55%$6.52M
M3f175.36K3.49%$5.00M
Manufacturers life insurance company, the165.94K3.23%$4.74M
Endeavour capital advisors111.42K2.22%$3.18M
Bridgeway capital management64.17K1.25%$1.83M
Vanguard group62.27K1.21%$1.78M
Waldron private wealth60.31K1.20%$1.72M
Blackrock56.96K1.11%$1.29M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
M3f175.36K1.41%$5.00M
Endeavour capital advisors111.42K1.09%$3.18M
Salzhauer michael19.20K0.32%$547.29K
S&t bank/pa33.64K0.31%$961.49K
De lisle partners llp34.07K0.14%$970.09K
Waldron private wealth60.31K0.07%$1.72M
Org partners7.42K0.05%$213.15K
Bridgeway capital management64.17K0.04%$1.83M
Janney montgomery scott356.80K0.02%$8.09M
Bryn mawr trust33.64K0.02%$961.49K

Top Buyers

HolderShares% AssetsChange
Blackrock funding, inc. /de228.65K0.00%175.01K
M3f175.36K1.41%77.81K
Janney montgomery scott356.80K0.02%51.50K
S&t bank/pa33.64K0.31%33.64K
Susquehanna group, llp45.72K0.00%21.63K

Top Sellers

HolderShares% AssetsChange
Petiole usa---69.48K
Jane street group---18.86K
Fourthstone---13.33K
Qube research---12.41K
Umb bank, n.a.---12.38K

New Positions

HolderShares% AssetsChangeValue
Ameriprise financial11.29K0.00%11.29K$322.70K
Goldman sachs group10.83K-10.83K$309.64K
Millennium management10.53K0.00%10.53K$301.00K
Raymond james financial3.49K-3.49K$99.35K
Sterling capital management126.000.00%126.00$3.59K

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2025486.67%2,060,437-3.75%402.32%21-4.55%1318.18%
Dec 31, 202417-57.50%784,211-60.09%151.04%6-62.50%3-66.67%
Sep 30, 202439-4.88%1,931,4140.76%372.69%15-9-10.00%
Jun 30, 2024415.13%1,916,7688.37%373.14%1525.00%1025.00%
Mar 31, 202439-1,768,6463.02%343.06%12-20.00%860.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
JHancock Regional Bank A83.54K1.68%-
iShares Russell 2000 ETF64.39K1.29%-1.26K
JH Financial Opportunities57.16K1.15%-
John Hancock Financial Opportunities Fund57.16K1.12%-
Vanguard Institutional Extnd Mkt Idx Tr46.50K0.94%-18.62K
iShares Russell 2000 Value ETF40.20K0.81%30.00
EA Bridgeway Omni Small-Cap Value ETF35.36K0.71%-
VT De Lisle America B USD34.07K0.69%-
iShares Core S&P Total US Stock Mkt ETF27.93K0.56%9.00
Fidelity Extended Market Index25.66K0.52%-67.00

Recent Insider Transactions


DateNameRoleActivityValue
Jul 30, 2025LaCarte John J-Sell$3.49K
Jul 30, 2025LaCarte John J-Sell$7.70K
Jul 30, 2025LaCarte John J-Sell$1.23K
Jul 30, 2025LaCarte John J-Sell$1.73K
Jul 30, 2025LaCarte John J-Sell$199.38

Insider Transactions Trends


DateBuySell
2025 Q3-6
2025 Q215
2025 Q1--
2024 Q3--
2024 Q1--

CBFV Ownership FAQ


Who Owns CB Financial Services?

CB Financial Services shareholders are primarily institutional investors at 40.20%, followed by 9.87% insiders and 49.93% retail investors. The average institutional ownership in CB Financial Services's industry, Regional Banks Stocks, is 51.14%, which CB Financial Services falls below.

Who owns the most shares of CB Financial Services?

CB Financial Services’s largest shareholders are Alliancebernstein (419.42K shares, 8.16%), Janney montgomery scott (356.8K shares, 6.96%), and Blackrock funding, inc. /de (228.65K shares, 4.55%). Together, they hold 19.67% of CB Financial Services’s total shares outstanding.

Does Blackrock own CB Financial Services?

Yes, BlackRock owns 1.11% of CB Financial Services, totaling 56.96K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 1.29M$. In the last quarter, BlackRock increased its holdings by 1.34K shares, a 2.42% change.

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 1.41% of its assets in 175.36K CB Financial Services shares, valued at 5M$.

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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