CB Financial Services Ownership | Who Owns CB Financial Services?

CB Financial Services Ownership Summary

CB Financial Services is owned by 37.36% institutional investors, 9.84% insiders, and 52.79% retail investors. Alliancebernstein is the largest institutional shareholder, holding 8.04% of CBFV shares. JHancock Regional Bank A is the top mutual fund, with 1.63% of its assets in CB Financial Services shares.

CBFV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CB Financial Services	37.36%	9.84%	52.79%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Regional Banks Stocks	49.57%	11.62%	38.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Alliancebernstein	412.66K	8.04%	$9.35M
Janney montgomery scott	356.80K	6.96%	$8.09M
Petiole usa	215.20K	4.20%	$4.88M
Manufacturers life insurance company, the	167.53K	3.27%	$3.80M
Endeavour capital advisors	111.33K	2.17%	$2.52M
Bridgeway capital management	62.96K	1.23%	$1.43M
Vanguard group	62.27K	1.21%	$1.41M
Waldron private wealth	60.31K	1.18%	$1.37M
Blackrock	56.96K	1.11%	$1.29M
Renaissance	52.40K	1.02%	$1.19M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Petiole usa	215.20K	4.09%	$4.88M
Endeavour capital advisors	111.33K	0.88%	$2.52M
Salzhauer michael	34.20K	0.60%	$775.04K
De lisle partners llp	26.83K	0.13%	$594.73K
Waldron private wealth	60.31K	0.06%	$1.37M
Bridgeway capital management	62.96K	0.03%	$1.43M
Janney montgomery scott	356.80K	0.02%	$8.09M
First national trust	13.35K	0.01%	$302.42K
Empowered funds	30.96K	0.01%	$701.64K
Wesbanco bank	11.28K	0.01%	$255.54K

Top Buyers

Holder	Shares	% Assets	Change
Alliancebernstein	412.66K	0.00%	78.53K
Janney montgomery scott	356.80K	0.02%	51.50K
Commonwealth equity services	17.34K	0.00%	17.34K
Morgan stanley	9.24K	-	2.93K
Empowered funds	30.96K	0.01%	2.16K

Top Sellers

Holder	Shares	% Assets	Change
S&t bank/pa	-	-	-33.64K
First national trust	13.35K	0.01%	-6.59K
Susquehanna group, llp	19.62K	0.00%	-1.86K
American century companies	19.29K	0.00%	-707.00
Tower research capital llc (trc)	-	-	-626.00

New Positions

Holder	Shares	% Assets	Change	Value
Commonwealth equity services	17.34K	0.00%	17.34K	$393.00K

Sold Out

Holder	Change
Qube research	-1.00
Innealta capital	-61.00
Tower research capital llc (trc)	-626.00
S&t bank/pa	-33.64K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	40	-2.44%	1,622,339	-0.71%	31	3.10%	13	-31.58%	11	120.00%
Jun 30, 2023	41	13.89%	1,633,920	9.27%	31	3.73%	19	90.00%	5	-44.44%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
JHancock Regional Bank A	83.54K	1.63%	-
Vanguard Institutional Extnd Mkt Idx Tr	60.97K	1.19%	-
JH Financial Opportunities	57.16K	1.11%	-
iShares Core S&P Total US Stock Mkt ETF	36.76K	0.72%	-
EA Bridgeway Omni Small-Cap Value ETF	32.94K	0.64%	-
VT De Lisle America B USD	29.25K	0.57%	-
Fidelity Extended Market Index	27.08K	0.53%	1.29K
Bridgeway Omni Small-Cap Value	20.40K	0.40%	-
Bridgeway Omni Small-Cap Value N	20.40K	0.40%	-
Avantis US Small Cap Value ETF	18.59K	0.36%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 15, 2023	Fox Mark E.	-	Buy	$4.00K
Dec 15, 2023	Fox Mark E.	-	Buy	$6.54K
Jun 05, 2023	LaCarte John J	-	Buy	$144.76K
May 16, 2023	Guthrie Charles R.	-	Buy	$3.80K
May 11, 2023	Guthrie Charles R.	-	Buy	$3.86K

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 37.36%, followed by 9.84% insiders and 52.80% retail investors. The average institutional ownership in CB Financial Services's industry, Regional Banks Stocks, is 49.57%, which CB Financial Services falls below.

Who owns the most shares of CB Financial Services?

CB Financial Services’s largest shareholders are Alliancebernstein (412.66K shares, 8.04%), Janney montgomery scott (356.8K shares, 6.96%), and Petiole usa (215.2K shares, 4.20%). Together, they hold 19.19% 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 4.09% of its assets in 215.2K CB Financial Services shares, valued at 4.88M$.

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 1.63% of its total shares outstanding invested in 83.54K CB Financial Services shares.

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