57% buyers of institutions opening or closing positions this quarter
2 more new buyers than exits, ownership fell 0.80 percentage points vs the prior quarter, and 1 well-known fund manager in the top 25.
57% buyers of institutions opening or closing positions this quarter
31.1% institutional ownership
S&T BANK/PA portfolio allocation
Institutional ownership vs Banks - Regional peers
No Form 4 insider transactions on file
Latest positioning in CBFV across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CBFV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 254K | $8.9M | +1.6% | 5.005% | 0.00% |
| 2 | BlackRock, Inc. | 253K | $8.7M | -0.4% | 4.992% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 194K | $6.6M | — | 3.829% | 0.00% |
| 4 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 156K | $5.3M | -1.0% | 3.072% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 105K | $3.6M | -0.8% | 2.073% | 0.00% |
| 6 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 66K | $2.3M | -2.9% | 1.298% | 0.05% |
| 7 | Waldron Private Wealth LLC | 60K | $2.1M | 0.0% | 1.189% | 0.08% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 56K | $1.9M | -2.3% | 1.096% | 0.00% |
| 9 | STATE STREET CORP | 50K | $1.7M | -1.7% | 0.982% | 0.00% |
| 10 | Empowered Funds, LLC | 37K | $1.3M | 0.0% | 0.726% | 0.01% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 36K | $1.2M | -1.3% | 0.711% | 0.00% |
| 12 | De Lisle Partners LLP | 34K | $1.2M | -1.2% | 0.664% | 0.14% |
| 13 | NORTHERN TRUST CORP | 34K | $1.2M | +5.8% | 0.671% | 0.00% |
| 14 | BRYN MAWR TRUST Co | 34K | $1.1M | 0.0% | 0.663% | 0.03% |
| 15 | S&T BANK/PA | 34K | $1.1M | 0.0% | 0.663% | 0.43% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 33K | $1.1M | — | 0.644% | 0.00% |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 27K | $910K | — | 0.525% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 24K | $829K | -2.3% | 0.478% | 0.00% |
| 19 | ENDEAVOUR CAPITAL ADVISORS INC | 24K | $826K | -10.0% | 0.476% | 0.19% |
| 20 | SALZHAUER MICHAEL | 19K | $646K | 0.0% | 0.373% | 0.30% |
| 21 | STIFEL FINANCIAL CORP | 15K | $528K | -0.3% | 0.305% | 0.00% |
| 22 | AMERICAN CENTURY COMPANIES INC | 15K | $498K | -11.1% | 0.287% | 0.00% |
| 23 | WESBANCO BANK INC | 13K | $455K | 0.0% | 0.262% | 0.01% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12K | $425K | -6.4% | 0.245% | 0.00% |
| 25 | AMERIPRISE FINANCIAL INC | 11K | $386K | 0.0% | 0.223% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CBFV — a direct measure of their conviction.
Filings activity in CBFV during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CBFV position in Q1 2026
Institutions that fully closed their CBFV position in Q1 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 76 | +2.7% | 31.12% | 0.80 pp | $59M | 2.5% |
| Q4 2025 | 74 | +10% | 31.92% | +1.51 pp | $61M | +5.0% |
| Q3 2025 | 67 | +18% | 30.41% | +5.68 pp | $58M | +23% |
| Q2 2025 | 57 | +16% | 24.73% | +0.75 pp | $47M | +3.2% |
| Q1 2025 | 49 | +4.3% | 23.98% | 2.06 pp | $46M | 7.9% |
| Q4 2024 | 47 | +15% | 26.04% | +2.94 pp | $50M | +13% |
| Q3 2024 | 41 | 2.4% | 23.10% | +5.25 pp | $44M | +29% |
| Q2 2024 | 42 | — | 17.85% | — | $34M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for CBFV.
Quick answers to the most common questions about buying CBFV stock.
Based on Q1 2026 13F filings, institutional ownership of CB Financial Services, Inc. stands at 31.1%, held across 76 reporting institutions.
ALLIANCEBERNSTEIN L.P. is the largest reported institutional holder of CBFV, with approximately 253,883 shares worth $0.01B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CBFV, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for CBFV is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
8 institutions opened new positions in CBFV during Q1 2026, while 6 fully exited. 14 added to existing positions and 52 trimmed.
CBFV institutional ownership fell by 0.80 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 71.3% of all reported 13F value in CBFV, and the top 25 account for 92.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.