CB Financial Services Ownership | Who Owns CB Financial Services?

CB Financial Services Ownership Summary

CB Financial Services is owned by 15.26% institutional investors, 9.78% insiders, and 74.96% retail investors. Alliancebernstein is the largest institutional shareholder, holding 8.16% of CBFV shares. JHancock Regional Bank A is the top mutual fund, with 1.64% of its assets in CB Financial Services shares.

CBFV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CB Financial Services	15.26%	9.78%	74.96%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

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
Petiole usa	215.20K	4.19%	$6.15M
Manufacturers life insurance company, the	165.94K	3.23%	$4.74M
Waldron private wealth	120.61K	2.35%	$3.45M
Endeavour capital advisors	111.42K	2.17%	$3.18M
Bridgeway capital management	64.17K	1.25%	$1.83M
Blackrock funding, inc. /de	62.51K	1.22%	$1.79M
Vanguard group	62.27K	1.21%	$1.78M
Blackrock	56.96K	1.11%	$1.29M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Petiole usa	215.20K	3.87%	$6.15M
Endeavour capital advisors	111.42K	1.01%	$3.18M
Salzhauer michael	34.20K	0.50%	$977.52K
S&t bank/pa	33.64K	0.31%	$961.49K
M3f	32.05K	0.26%	$916.00K
De lisle partners llp	34.07K	0.14%	$978.95K
Waldron private wealth	120.61K	0.14%	$3.45M
Bridgeway capital management	64.17K	0.04%	$1.83M
Janney montgomery scott	356.80K	0.02%	$8.09M
683 capital management	12.02K	0.02%	$343.50K

Top Buyers

Holder	Shares	% Assets	Change
Waldron private wealth	120.61K	0.14%	60.31K
Janney montgomery scott	356.80K	0.02%	51.50K
S&t bank/pa	33.64K	0.31%	33.64K
M3f	32.05K	0.26%	32.05K
Susquehanna group, llp	45.72K	0.00%	21.63K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	-	-	-13.33K
Umb bank, n.a.	-	-	-12.38K
First national trust	-	-	-11.29K
Commonwealth equity services	11.15K	0.00%	-6.20K
Renaissance	49.10K	0.00%	-2.80K

New Positions

Holder	Shares	% Assets	Change	Value
M3f	32.05K	0.26%	32.05K	$916.00K
683 capital management	12.02K	0.02%	12.02K	$343.50K
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

Sold Out

Holder	Change
Innealta capital	-61.00
Royal bank of canada	-300.00
Tower research capital llc (trc)	-626.00
First national trust	-11.29K
Umb bank, n.a.	-12.38K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	39	-2.50%	1,716,825	5.82%	33	3.34%	15	15.38%	5	-54.55%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
JHancock Regional Bank A	83.54K	1.64%	-
Vanguard Institutional Extnd Mkt Idx Tr	61.01K	1.19%	-
JH Financial Opportunities	57.16K	1.12%	-
VT De Lisle America B USD	34.07K	0.67%	-
EA Bridgeway Omni Small-Cap Value ETF	34.00K	0.66%	33.00
iShares Core S&P Total US Stock Mkt ETF	26.66K	0.52%	6.00
Fidelity Extended Market Index	25.55K	0.50%	-163.00
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 09, 2024	LaCarte John J	-	Sell	$23.85K
Dec 16, 2024	Fox Mark E.	Chairman of the Board	Sell	$111.45K
Dec 09, 2024	Cobain Stephen	Chief Credit Officer	Sell	$1.27K
Dec 09, 2024	Fox Mark E.	Chairman of the Board	Buy	$1.93K
Dec 09, 2024	Fox Mark E.	Chairman of the Board	Buy	$6.97K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q3	-	-
2024 Q1	-	-
2023 Q4	2	-
2023 Q2	4	-

CBFV Ownership FAQ

Who Owns CB Financial Services?

CB Financial Services shareholders are primarily institutional investors at 15.26%, followed by 9.78% insiders and 74.96% retail investors. The average institutional ownership in CB Financial Services's industry, Regional Banks Stocks, is 42.21%, 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 Petiole usa (215.2K shares, 4.19%). Together, they hold 19.31% 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?

Petiole usa is CB Financial Services’s biggest shareholder by percentage of total assets invested, with 3.87% of its assets in 215.2K CB Financial Services shares, valued at 6.15M$.

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 1.64% of its total shares outstanding invested in 83.54K CB Financial Services shares.

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