CB FINL SVCS INC (CBFV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
77
Reporting holders
$67.7M
Reported value
35.7%
Of shares outstanding
0.0%
Held as options
+4
Holder change
Institutions report 1,812,022 shares against 5,081,584 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $10.6M | 280,331 | 0.00% | 8q | +10.7%+$1.0M |
| ALLIANCEBERNSTEIN L.P. | $8.7M | 254,003 | 0.00% | 14q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.5M | 198,603 | 0.00% | 2q | +2.3%+$166.3K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.8M | 154,165 | 0.00% | 21q | -1.0%-$61.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $4.4M | 116,026 | 0.00% | 31q | +10.3%+$412.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.4M | 62,340 | 0.04% | 31q | -5.3%-$132.7K |
| Waldron Private Wealth LLC | $2.3M | 60,306 | 0.08% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $2.0M | 53,899 | 0.00% | 31q | -3.1%-$64.4K |
| STATE STREET CORP | $1.8M | 48,380 | 0.00% | 20q | -2.9%-$54.0K |
| DIMENSIONAL FUND ADVISORS LP | $1.4M | 36,428 | 0.00% | 16q | +1.0%+$13.0K |
| NORTHERN TRUST CORP | $1.4M | 36,210 | 0.00% | 20q | +6.4%+$82.9K |
| Empowered Funds, LLC | $1.4M | 35,840 | 0.01% | 13q | -2.7%-$37.9K |
| Wilmington Savings Fund Society, FSB | $1.3M | 33,642 | 0.03% | 8q | HELD |
| S&T Bank/PA | $1.3M | 33,642 | 0.38% | 7q | HELD |
| De Lisle Partners LLP | $1.3M | 33,674 | 0.14% | 10q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 31,283 | 0.00% | 2q | +17.5%+$176.5K |
| VANGUARD FIDUCIARY TRUST CO | $1.2M | 30,884 | 0.00% | 2q | -5.5%-$68.1K |
| ENDEAVOUR CAPITAL ADVISORS INC | $915.9K | 24,166 | 0.19% | 29q | HELD |
| GOLDMAN SACHS GROUP INC | $755.4K | 19,931 | 0.00% | 4q | -17.8%-$163.7K |
| SALZHAUER MICHAEL | $716.4K | 18,903 | 0.24% | 31q | HELD |
| MORGAN STANLEY | $595.0K | 15,699 | 0.00% | 35q | +77.3%+$259.5K |
| STIFEL FINANCIAL CORP | $585.7K | 15,453 | 0.00% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $510.5K | 13,470 | 0.00% | 5q | +8.2%+$38.9K |
| Sixth Street Partners Management Company, L.P. | $510.5K | 13,470 | 0.00% | new | NEW |
| WESBANCO BANK INC | $504.3K | 13,307 | 0.01% | 30q | HELD |
| AMERICAN CENTURY COMPANIES INC | $498.3K | 13,149 | 0.00% | 20q | -9.8%-$53.9K |
| AMERIPRISE FINANCIAL INC | $427.9K | 11,291 | 0.00% | 7q | -50.0%-$427.9K |
| Bank of New York Mellon Corp | $407.5K | 10,752 | 0.00% | 5q | +14.8%+$52.6K |
| HBK Sorce Advisory LLC | $393.4K | 10,615 | 0.01% | 3q | HELD |
| Curi Capital, LLC | $378.3K | 9,981 | 0.01% | 2q | HELD |
| LPL Financial LLC | $368.2K | 9,716 | 0.00% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $350.9K | 9,258 | 0.00% | 4q | -0.7%-$2.6K |
| Abundance Wealth Counselors | $318.8K | 8,411 | 0.02% | new | NEW |
| Fourthstone LLC | $311.5K | 8,083 | 0.22% | 6q | -21.1%-$83.3K |
| BARCLAYS PLC | $311.0K | 8,205 | 0.00% | 25q | -5.4%-$17.6K |
| CITADEL ADVISORS LLC | $309.1K | 8,155 | 0.00% | 6q | +33.1%+$76.9K |
| Nuveen, LLC | $307.3K | 8,107 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $230.4K | 6,080 | 0.00% | 15q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $213.3K | 5,629 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $211.8K | 5,588 | 0.00% | 31q | -24.7%-$69.3K |
| FIFTH THIRD BANCORP | $176.2K | 4,650 | 0.00% | 31q | HELD |
| DEUTSCHE BANK AG\ | $172.9K | 4,563 | 0.00% | 4q | +114.0%+$92.1K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $172.4K | 4,550 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $148.6K | 3,921 | 0.00% | 31q | +12.7%+$16.8K |
| RHUMBLINE ADVISERS | $134.5K | 3,548 | 0.00% | 5q | +5.2%+$6.6K |
| MetLife Investment Management, LLC | $104.3K | 2,752 | 0.00% | 5q | -6.2%-$6.9K |
| Russell Investments Group, Ltd. | $98.4K | 2,596 | 0.00% | 4q | +505.1%+$82.1K |
| JPMORGAN CHASE & CO | $82.5K | 2,211 | 0.00% | 6q | +3.1%+$2.5K |
| CITIGROUP INC | $82.4K | 2,173 | 0.00% | 8q | +915.4%+$74.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $81.7K | 2,156 | 0.00% | 5q | -2.6%-$2.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $79.6K | 2,100 | 0.00% | 5q | HELD |
| Vanguard Global Advisers, LLC | $65.4K | 1,725 | 0.00% | 2q | HELD |
| Curated Wealth Partners LLC | $58.6K | 50,000 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $43.5K | 1,148 | 0.00% | 31q | +8.3%+$3.3K |
| Police & Firemen's Retirement System of New Jersey | $40.0K | 1,056 | 0.00% | 5q | HELD |
| Rockefeller Capital Management L.P. | $36.9K | 973 | 0.00% | 4q | -38.3%-$22.9K |
| UBS Group AG | $34.2K | 902 | 0.00% | 31q | -30.2%-$14.8K |
| OSAIC HOLDINGS, INC. | $27.8K | 733 | 0.00% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $25.2K | 664 | 0.00% | 6q | -40.7%-$17.3K |
| Ameritas Investment Partners, Inc. | $18.0K | 476 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $17.0K | 460 | 0.00% | new | NEW |
| Legal & General Group Plc | $15.9K | 420 | 0.00% | 5q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.4K | 354 | 0.00% | 2q | HELD |
| Janney Montgomery Scott LLC | $11.6K | 305,098 | 0.02% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $10.0K | 263 | 0.00% | new | NEW |
| M3F, Inc. | $6.5K | 171,696 | 1.54% | 7q | HELD |
| GAMMA Investing LLC | $4.4K | 115 | 0.00% | 4q | +57.5%+$1.6K |
| Sterling Capital Management LLC | $3.3K | 86 | 0.00% | 5q | -43.8%-$2.5K |
| Arax Advisory Partners | $3.1K | 81 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $2.8K | 75 | 0.00% | 3q | HELD |
| Glen Eagle Advisors, LLC | $2.8K | 75 | 0.00% | 19q | HELD |
| Integrated Wealth Concepts LLC | $1.6K | 42 | 0.00% | new | NEW |
| Essential Partners LLC | $1.2K | 31 | 0.00% | 4q | -65.2%-$2.2K |
| ACADIAN ASSET MANAGEMENT LLC | $820 | 21,723 | 0.00% | 31q | HELD |
| IFP Advisors, Inc | $606 | 16 | 0.00% | 4q | HELD |
| PNC Financial Services Group, Inc. | $569 | 15 | 0.00% | 3q | -37.5% |
| FMR LLC | $265 | 7 | 0.00% | 4q | HELD |
| EverSource Wealth Advisors, LLC | $190 | 5 | 0.00% | 4q | HELD |
| Allworth Financial LP | $114 | 3 | 0.00% | 4q | +50.0% |
| ROTHSCHILD INVESTMENT LLC | $38 | 1 | 0.00% | 3q | HELD |
| True Wealth Design, LLC | $38 | 1 | 0.00% | new | NEW |
| HAZLETT, BURT & WATSON, INC. | $36 | 958 | 0.01% | 3q | HELD |
| Roble, Belko & Company, Inc | $1 | 22 | 0.00% | 4q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G | BlackRock, Inc. | 5.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 77 | $67.7M | 1,812,022 | 9 | 19 | 21 | 0.0% |
| Q1 2026 | 73 | $59.7M | 1,741,310 | 4 | 13 | 30 | 0.0% |
| Q4 2025 | 67 | $60.7M | 1,741,784 | 6 | 16 | 23 | 0.0% |
| Q3 2025 | 63 | $58.3M | 1,755,929 | 15 | 15 | 17 | 0.0% |
| Q2 2025 | 51 | $47.6M | 1,670,779 | 14 | 19 | 4 | 0.0% |
| Q1 2025 | 43 | $45.8M | 1,610,420 | 7 | 10 | 11 | 0.0% |
| Q4 2024 | 40 | $49.8M | 1,740,806 | 8 | 11 | 6 | 0.0% |
| Q3 2024 | 36 | $44.2M | 1,580,105 | 3 | 10 | 7 | 0.0% |
| Q2 2024 | 36 | $34.1M | 1,506,322 | 1 | 6 | 11 | 0.0% |
| Q1 2024 | 34 | $30.6M | 1,416,785 | 1 | 7 | 5 | 0.0% |
| Q4 2023 | 34 | $31.2M | 1,308,988 | 1 | 12 | 4 | 0.0% |
| Q3 2023 | 35 | $26.2M | 1,219,068 | 3 | 8 | 9 | 0.0% |
| Q2 2023 | 34 | $24.8M | 1,205,523 | 4 | 11 | 4 | 0.0% |
| Q1 2023 | 29 | $23.9M | 1,101,334 | 1 | 6 | 6 | 0.0% |
| Q4 2022 | 23 | $20.1M | 938,387 | 2 | 2 | 5 | 0.0% |
| Q3 2022 | 35 | $32.6M | 1,496,048 | 1 | 4 | 7 | 0.0% |
| Q2 2022 | 36 | $33.4M | 1,471,916 | 0 | 11 | 10 | 0.0% |
| Q1 2022 | 41 | $35.1M | 1,461,882 | 2 | 4 | 14 | 0.0% |
| Q4 2021 | 45 | $37.8M | 1,586,764 | 4 | 6 | 14 | 0.0% |
| Q3 2021 | 41 | $32.6M | 1,394,209 | 4 | 6 | 16 | 0.0% |
| Q2 2021 | 41 | $29.0M | 1,309,736 | 6 | 8 | 15 | 0.0% |
| Q1 2021 | 46 | $34.6M | 1,565,338 | 7 | 12 | 11 | 0.0% |
| Q4 2020 | 39 | $30.0M | 1,463,403 | 1 | 15 | 7 | 0.0% |
| Q3 2020 | 41 | $27.9M | 1,460,318 | 0 | 9 | 18 | 0.0% |
| Q2 2020 | 51 | $34.3M | 1,571,560 | 19 | 14 | 6 | 0.0% |
| Q1 2020 | 42 | $26.6M | 1,378,812 | 5 | 13 | 13 | 0.0% |
| Q4 2019 | 51 | $44.9M | 1,491,331 | 9 | 11 | 17 | 0.0% |
| Q3 2019 | 45 | $39.2M | 1,412,828 | 6 | 9 | 17 | 0.0% |
| Q2 2019 | 43 | $34.1M | 1,434,126 | 7 | 11 | 16 | 0.0% |
| Q1 2019 | 47 | $37.6M | 1,536,562 | 3 | 13 | 14 | 0.0% |
| Q4 2018 | 46 | $39.0M | 1,574,947 | 0 | 0 | 2 | 0.0% |