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Who owns CBFVWhat CBFV owns — n/a

Who owns CB Financial Services, Inc.?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.

Institutional ownership of CBFV from SEC Form 13F filings across 64 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 64 institutions disclosed 1.7M shares of CB Financial Services, Inc. worth $50.6M — about 34.2% of shares outstanding; the largest disclosed holder is Janney Montgomery Scott LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

64

13F holders

$50.6M

value, 2026 filers

34.2%

of shares outstanding (1.7M sh)

7

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CBFV's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Janney Montgomery Scott LLC305,098$11,5630.0%6%-0.1%
2BlackRock, Inc.280,331$10.6M0.0%5.5%+10.7%
3ALLIANCEBERNSTEIN L.P.254,003$8.7M0.0%5%0.0%
4VANGUARD CAPITAL MANAGEMENT LLC198,603$7.5M0.0%3.9%-48.9%
5MANUFACTURERS LIFE INSURANCE COMPANY, THE154,165$5.8M0.0%3%-1.0%
6GEODE CAPITAL MANAGEMENT, LLC116,026$4.4M0.0%2.3%+10.3%
7Curated Wealth Partners LLCNEW50,000$58,6430.0%1%new
8NORTHERN TRUST CORP36,210$1.4M0.0%0.7%+6.4%
9VANGUARD PORTFOLIO MANAGEMENT LLC31,283$1.2M0.0%0.6%+17.5%
10VANGUARD FIDUCIARY TRUST CO30,884$1.2M0.0%0.6%-5.5%
11ACADIAN ASSET MANAGEMENT LLC21,723$8200.0%0.4%0.0%
12GOLDMAN SACHS GROUP INC19,931$755,3850.0%0.4%-17.8%
13SALZHAUER MICHAEL18,903$716,4240.2%0.4%0.0%
14MORGAN STANLEY15,699$594,9920.0%0.3%+77.3%
15STIFEL FINANCIAL CORP15,453$585,6700.0%0.3%0.0%
16Sixth Street Partners Management Company, L.P.NEW13,470$510,5130.1%0.3%new
17CHARLES SCHWAB INVESTMENT MANAGEMENT INC13,470$510,5130.0%0.3%+8.2%
18WESBANCO BANK INC13,307$504,3360.0%0.3%0.0%
19AMERICAN CENTURY COMPANIES INC13,149$498,3470.0%0.3%-9.8%
20AMERIPRISE FINANCIAL INC11,291$427,9290.0%0.2%0.0%
21Bank of New York Mellon Corp10,752$407,4900.0%0.2%+14.8%
22HBK Sorce Advisory LLC10,615$393,3920.0%0.2%0.0%
23LPL Financial LLCNEW9,716$368,2360.0%0.2%new
24Connor, Clark & Lunn Investment Management Ltd.9,258$350,8780.0%0.2%-0.7%
25BARCLAYS PLC8,205$310,9700.0%0.2%-5.4%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.