CB Financial Services Ownership | Who Owns CB Financial Services?

CB Financial Services Ownership Summary

CB Financial Services is owned by 37.59% institutional investors, 9.84% insiders, and 52.56% 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	37.59%	9.84%	52.56%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

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 %
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%
Sep 30, 2023	40	-2.44%	1,622,339	-0.71%	31	3.10%	13	-31.58%	11	120.00%

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	37.08K	0.72%	44.00
EA Bridgeway Omni Small-Cap Value ETF	33.17K	0.65%	-
VT De Lisle America B USD	29.25K	0.57%	-
Fidelity Extended Market Index	27.08K	0.53%	1.29K
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 37.59%, followed by 9.84% insiders and 52.57% retail investors. The average institutional ownership in CB Financial Services's industry, Regional Banks Stocks, is 51.67%, 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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools