IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

CB Financial Services Inc (CBFV)

CUSIP: 12479G101 | NYSE | Financial Services · Banks - Regional | Micro Cap | 171 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

M3f, Inc.171,377
8.9% of portfolio›$6.3M
Waldron Private Wealth LLC60,306
0.1% of portfolio›$2.2M
Dimensional Fund Advisors LP36,940
0.0% of portfolio›$1.4M
Wilmington Savings Fund Society, FSB33,642
0.0% of portfolio›$1.2M
Salzhauer Michael18,903
0.3% of portfolio›$696.0K
Wesbanco Bank Inc13,281
0.0% of portfolio›$489.0K
Bank of New York Mellon Corp11,135
0.0% of portfolio›$410.0K
Hazlett, Burt & Watson, Inc.958
0.0% of portfolio›$35.0K
Gamma Investing LLC327
0.0% of portfolio›$12.0K
Citigroup Inc300
0.0% of portfolio›$11.0K
Sterling Capital Management LLC92
0.0% of portfolio›$3.4K
Farther Finance Advisors, LLC88
0.0% of portfolio›$3.2K
Essential Partners LLC23
0.0% of portfolio›$847
IFP Advisors, Inc16
0.0% of portfolio›$589
SJS Investment Consulting Inc.5
0.0% of portfolio›$185
EverSource Wealth Advisors, LLC5
0.0% of portfolio›$184
True Wealth Design, LLC1
0.0% of portfolio›$37
Root Financial Partners, LLC1
0.0% of portfolio›$37
Covestor Ltd1
0.0% of portfolio›$0
StyleTurnoverLocationFiled
M3f, Inc.
171,377$6.3M8.9%YieldMediumSalt Lake City, UT2026-10-21
Waldron Private Wealth LLC
60,306$2.2M0.1%ETFVery LowBridgeville, PA2026-11-02
Dimensional Fund Advisors LP
36,940$1.4M0.0%IndexLowAustin, TX2026-11-04
Wilmington Savings Fund Society, FSB
33,642$1.2M0.0%CoreLowWilmington, DE2026-10-23
Salzhauer Michael
18,903$696.0K0.3%GARPLowNew York, NY2026-10-28
Wesbanco Bank Inc
13,281$489.0K0.0%CoreLowWheeling, WV2026-11-04
Bank of New York Mellon Corp
11,135$410.0K0.0%CoreLowNew York, NY2026-11-05
Hazlett, Burt & Watson, Inc.
958$35.0K0.0%CoreVery LowWheeling, WV2026-11-04
Gamma Investing LLC
327$12.0K0.0%IndexVery LowFoster City, CA2026-10-08
Citigroup Inc
300$11.0K0.0%CoreMediumNew York, NY2026-11-04
Sterling Capital Management LLC
92$3.4K0.0%GARPMediumCharlotte, NC2026-10-22
Farther Finance Advisors, LLC
88$3.2K0.0%IndexLowSan Francisco, CA2026-10-08
Essential Partners LLC
23$8470.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
16$5890.0%GrowthLowTampa, FL2026-10-16
SJS Investment Consulting Inc.
5$1850.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
5$1840.0%CoreMediumBirmingham, AL2026-11-04
True Wealth Design, LLC
1$370.0%ETFMediumAkron, OH2026-10-13
Root Financial Partners, LLC
1$370.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
1$00.0%ValueHighLondon, United Kingdom2026-10-30