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CB Financial Services, Inc. hedge fund holdings

CBFVNASDAQ
$36.85-0.42 (-1.13%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

CBFV · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+13.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025279$13.7M$8.94M53Aug 14, 2025
Q3 20252814$8.18M$5.7M65Nov 14, 2025
Q4 20251919$1.74M$2.94M71Feb 14, 2026
Q1 20261023$842K$1.76M76May 15, 2026
Q2 20262116$3.37M$880K75Aug 14, 2026

Quarterly action breakdown

Q2 2026
75 filers
New position
5
$706K+18.6K sh
Increased
16
$2.67M+70.4K sh
Reduced
13
-$874K-23.1K sh
Out / sold
3
-$5.61K-148 sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Abundance Wealth CounselorsNew Buy+$319K$319K0.02%Jul 23, 2026
Fourthstone LLCReduce 21.10%-$83.3K$311K0.22%Aug 14, 2026
Empowered Funds, LLCReduce 2.71%-$37.9K$1.36M0.01%Aug 17, 2026
Steigerwald, Gordon & Koch Inc.Sell 100%-$1.66K$00.00%Jul 23, 2026

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