CB Financial Services Inc (CBFV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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M3f, Inc.

DECREASED

Shares171,377 from 171,696

Change-319 (0%)

Value$6.3M (-$197.0K)

Filed 2026-10-21

Geode Capital Management, LLC

DECREASED

Shares115,288 from 116,026

Change-738 (-1%)

Value$4.2M (-$152.5K)

Filed 2026-11-06

Waldron Private Wealth LLC

UNCHANGED

Shares60,306 from 60,306

Change0 (0%)

Value$2.2M (-$65.1K)

Filed 2026-11-02

Dimensional Fund Advisors LP

INCREASED

Shares36,940 from 36,428

Change+512 (+1%)

Value$1.4M (-$20.0K)

Filed 2026-11-04

Wilmington Savings Fund Society, FSB

UNCHANGED

Shares33,642 from 33,642

Change0 (0%)

Value$1.2M (-$36.3K)

Filed 2026-10-23

Endeavour Capital Advisors Inc

UNCHANGED

Shares24,166 from 24,166

Change0 (0%)

Value$889.8K (-$26.1K)

Filed 2026-11-06

Salzhauer Michael

UNCHANGED

Shares18,903 from 18,903

Change0 (0%)

Value$696.0K (-$20.4K)

Filed 2026-10-28

Wesbanco Bank Inc

DECREASED

Shares13,281 from 13,307

Change-26 (0%)

Value$489.0K (-$15.3K)

Filed 2026-11-04

Bank of New York Mellon Corp

INCREASED

Shares11,135 from 10,752

Change+383 (+4%)

Value$410.0K (+$2.5K)

Filed 2026-11-05

HBK Sorce Advisory LLC

UNCHANGED

Shares10,615 from 10,615

Change0 (0%)

Value$432.0K (+$38.6K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares9,403 from 8,205

Change+1,198 (+15%)

Value$346.2K (+$35.2K)

Filed 2026-11-06

LPL Financial LLC

DECREASED

Shares9,281 from 9,716

Change-435 (-4%)

Value$341.7K (-$26.5K)

Filed 2026-11-06

Fifth Third Bancorp

UNCHANGED

Shares4,650 from 4,650

Change0 (0%)

Value$171.2K (-$5.0K)

Filed 2026-11-05

Deutsche Bank Ag\

DECREASED

Shares4,016 from 4,563

Change-547 (-12%)

Value$147.9K (-$25.1K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares2,809 from 2,596

Change+213 (+8%)

Value$103.4K (+$5.0K)

Filed 2026-11-06

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares958 from 958

Change0 (0%)

Value$35.0K (-$1.0K)

Filed 2026-11-04

Gamma Investing LLC

INCREASED

Shares327 from 115

Change+212 (+184%)

Value$12.0K (+$7.7K)

Filed 2026-10-08

Citigroup Inc

DECREASED

Shares300 from 2,173

Change-1,873 (-86%)

Value$11.0K (-$71.3K)

Filed 2026-11-04

Sterling Capital Management LLC

INCREASED

Shares92 from 86

Change+6 (+7%)

Value$3.4K (+$128)

Filed 2026-10-22

Farther Finance Advisors, LLC

INCREASED

Shares88 from 75

Change+13 (+17%)

Value$3.2K (+$397)

Filed 2026-10-08

Essential Partners LLC

DECREASED

Shares23 from 31

Change-8 (-26%)

Value$847 (-$328)

Filed 2026-10-14

IFP Advisors, Inc

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$589 (-$17)

Filed 2026-10-16

PNC Financial Services Group, Inc.

UNCHANGED

Shares15 from 15

Change0 (0%)

Value$552 (-$17)

Filed 2026-11-06

SJS Investment Consulting Inc.

NEW

Shares5

Change+5

Value$185

Filed 2026-10-26

EverSource Wealth Advisors, LLC

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$184 (-$6)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$114 ($0)

Filed 2026-11-06

Root Financial Partners, LLC

NEW

Shares1

Change+1

Value$37

Filed 2026-10-21

Covestor Ltd

NEW

Shares1

Change+1

Value$0

Filed 2026-10-30

True Wealth Design, LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$37 (-$1)

Filed 2026-10-13

Janney Montgomery Scott LLC

N/A

Shares— from 305,098

Change-305,098 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 280,331

Change-280,331 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 254,003

Change-254,003 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 198,603

Change-198,603 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 154,165

Change-154,165 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 62,340

Change-62,340 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 53,899

Change-53,899 (-100%)

Value—

State Street Corp

N/A

Shares— from 48,380

Change-48,380 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 36,210

Change-36,210 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 35,840

Change-35,840 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 33,674

Change-33,674 (-100%)

Value—

S&T Bank

N/A

Shares— from 33,642

Change-33,642 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 31,283

Change-31,283 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 30,884

Change-30,884 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 21,723

Change-21,723 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 19,931

Change-19,931 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 15,699

Change-15,699 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 15,453

Change-15,453 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 13,470

Change-13,470 (-100%)

Value—

American Century Companies Inc

N/A

Shares— from 13,149

Change-13,149 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 11,291

Change-11,291 (-100%)

Value—

Curi Capital, LLC

N/A

Shares— from 9,981

Change-9,981 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 9,258

Change-9,258 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,155

Change-8,155 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 8,107

Change-8,107 (-100%)

Value—

Fourthstone LLC

N/A

Shares— from 8,083

Change-8,083 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,080

Change-6,080 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 5,629

Change-5,629 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 5,588

Change-5,588 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 4,550

Change-4,550 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 3,921

Change-3,921 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 3,548

Change-3,548 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 2,752

Change-2,752 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,211

Change-2,211 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 2,156

Change-2,156 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 2,100

Change-2,100 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 1,725

Change-1,725 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,148

Change-1,148 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 1,056

Change-1,056 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 973

Change-973 (-100%)

Value—

UBS Group AG

N/A

Shares— from 902

Change-902 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 733

Change-733 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 664

Change-664 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 476

Change-476 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 460

Change-460 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 420

Change-420 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 354

Change-354 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 81

Change-81 (-100%)

Value—

Glen Eagle Advisors, LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 64

Change-64 (-100%)

Value—

Roble, Belko & Company, Inc

N/A

Shares— from 22

Change-22 (-100%)

Value—

FMR LLC

N/A

Shares— from 7

Change-7 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
M3f, Inc.	DECREASED	171,377	171,696	-319	0%	$6.5M	$6.3M	-$197.0K	2026-10-21
Geode Capital Management, LLC	DECREASED	115,288	116,026	-738	-1%	$4.4M	$4.2M	-$152.5K	2026-11-06
Waldron Private Wealth LLC	UNCHANGED	60,306	60,306	0	0%	$2.3M	$2.2M	-$65.1K	2026-11-02
Dimensional Fund Advisors LP	INCREASED	36,940	36,428	+512	+1%	$1.4M	$1.4M	-$20.0K	2026-11-04
Wilmington Savings Fund Society, FSB	UNCHANGED	33,642	33,642	0	0%	$1.3M	$1.2M	-$36.3K	2026-10-23
Endeavour Capital Advisors Inc	UNCHANGED	24,166	24,166	0	0%	$915.9K	$889.8K	-$26.1K	2026-11-06
Salzhauer Michael	UNCHANGED	18,903	18,903	0	0%	$716.4K	$696.0K	-$20.4K	2026-10-28
Wesbanco Bank Inc	DECREASED	13,281	13,307	-26	0%	$504.3K	$489.0K	-$15.3K	2026-11-04
Bank of New York Mellon Corp	INCREASED	11,135	10,752	+383	+4%	$407.5K	$410.0K	+$2.5K	2026-11-05
HBK Sorce Advisory LLC	UNCHANGED	10,615	10,615	0	0%	$393.4K	$432.0K	+$38.6K	2026-11-06
Barclays PLC	INCREASED	9,403	8,205	+1,198	+15%	$311.0K	$346.2K	+$35.2K	2026-11-06
LPL Financial LLC	DECREASED	9,281	9,716	-435	-4%	$368.2K	$341.7K	-$26.5K	2026-11-06
Fifth Third Bancorp	UNCHANGED	4,650	4,650	0	0%	$176.2K	$171.2K	-$5.0K	2026-11-05
Deutsche Bank Ag\	DECREASED	4,016	4,563	-547	-12%	$172.9K	$147.9K	-$25.1K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	2,809	2,596	+213	+8%	$98.4K	$103.4K	+$5.0K	2026-11-06
Hazlett, Burt & Watson, Inc.	UNCHANGED	958	958	0	0%	$36.0K	$35.0K	-$1.0K	2026-11-04
Gamma Investing LLC	INCREASED	327	115	+212	+184%	$4.4K	$12.0K	+$7.7K	2026-10-08
Citigroup Inc	DECREASED	300	2,173	-1,873	-86%	$82.4K	$11.0K	-$71.3K	2026-11-04
Sterling Capital Management LLC	INCREASED	92	86	+6	+7%	$3.3K	$3.4K	+$128	2026-10-22
Farther Finance Advisors, LLC	INCREASED	88	75	+13	+17%	$2.8K	$3.2K	+$397	2026-10-08
Essential Partners LLC	DECREASED	23	31	-8	-26%	$1.2K	$847	-$328	2026-10-14
IFP Advisors, Inc	UNCHANGED	16	16	0	0%	$606	$589	-$17	2026-10-16
PNC Financial Services Group, Inc.	UNCHANGED	15	15	0	0%	$569	$552	-$17	2026-11-06
SJS Investment Consulting Inc.	NEW	5	—	+5	—	—	$185	—	2026-10-26
EverSource Wealth Advisors, LLC	UNCHANGED	5	5	0	0%	$190	$184	-$6	2026-11-04
Allworth Financial LP	UNCHANGED	3	3	0	0%	$114	$114	$0	2026-11-06
Root Financial Partners, LLC	NEW	1	—	+1	—	—	$37	—	2026-10-21
Covestor Ltd	NEW	1	—	+1	—	—	$0	—	2026-10-30
True Wealth Design, LLC	UNCHANGED	1	1	0	0%	$38	$37	-$1	2026-10-13
Janney Montgomery Scott LLC	N/A	—	305,098	-305,098	-100%	$11.6M	—	—	—
BlackRock, Inc.	N/A	—	280,331	-280,331	-100%	$10.6M	—	—	—
Alliancebernstein L.P.	N/A	—	254,003	-254,003	-100%	$8.7M	—	—	—
Vanguard Capital Management LLC	N/A	—	198,603	-198,603	-100%	$7.5M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	154,165	-154,165	-100%	$5.8M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	62,340	-62,340	-100%	$2.4M	—	—	—
Renaissance Technologies LLC	N/A	—	53,899	-53,899	-100%	$2.0M	—	—	—
State Street Corp	N/A	—	48,380	-48,380	-100%	$1.8M	—	—	—
Northern Trust Corp	N/A	—	36,210	-36,210	-100%	$1.4M	—	—	—
Empowered Funds, LLC	N/A	—	35,840	-35,840	-100%	$1.4M	—	—	—
De Lisle Partners LLP	N/A	—	33,674	-33,674	-100%	$1.3M	—	—	—
S&T Bank	N/A	—	33,642	-33,642	-100%	$1.3M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	31,283	-31,283	-100%	$1.2M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	30,884	-30,884	-100%	$1.2M	—	—	—
Acadian Asset Management LLC	N/A	—	21,723	-21,723	-100%	$820.0K	—	—	—
Goldman Sachs Group Inc	N/A	—	19,931	-19,931	-100%	$755.4K	—	—	—
Morgan Stanley	N/A	—	15,699	-15,699	-100%	$595.0K	—	—	—
Stifel Financial Corp	N/A	—	15,453	-15,453	-100%	$585.7K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	13,470	-13,470	-100%	$510.5K	—	—	—
American Century Companies Inc	N/A	—	13,149	-13,149	-100%	$498.3K	—	—	—
Ameriprise Financial Inc	N/A	—	11,291	-11,291	-100%	$427.9K	—	—	—
Curi Capital, LLC	N/A	—	9,981	-9,981	-100%	$378.3K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	9,258	-9,258	-100%	$350.9K	—	—	—
Citadel Advisors LLC	N/A	—	8,155	-8,155	-100%	$309.1K	—	—	—
Nuveen, LLC	N/A	—	8,107	-8,107	-100%	$307.3K	—	—	—
Fourthstone LLC	N/A	—	8,083	-8,083	-100%	$311.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,080	-6,080	-100%	$230.4K	—	—	—
AQR Capital Management LLC	N/A	—	5,629	-5,629	-100%	$213.3K	—	—	—
Bank of America Corp	N/A	—	5,588	-5,588	-100%	$211.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	4,550	-4,550	-100%	$172.4K	—	—	—
Wells Fargo & Company	N/A	—	3,921	-3,921	-100%	$148.6K	—	—	—
Rhumbline Advisers	N/A	—	3,548	-3,548	-100%	$134.5K	—	—	—
MetLife Investment Management, LLC	N/A	—	2,752	-2,752	-100%	$104.3K	—	—	—
JPMorgan Chase & Co	N/A	—	2,211	-2,211	-100%	$82.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	2,156	-2,156	-100%	$81.7K	—	—	—
New York State Common Retirement Fund	N/A	—	2,100	-2,100	-100%	$79.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	1,725	-1,725	-100%	$65.4K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,148	-1,148	-100%	$43.5K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	1,056	-1,056	-100%	$40.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	973	-973	-100%	$36.9K	—	—	—
UBS Group AG	N/A	—	902	-902	-100%	$34.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	733	-733	-100%	$27.8K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	664	-664	-100%	$25.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	476	-476	-100%	$18.0K	—	—	—
Royal Bank of Canada	N/A	—	460	-460	-100%	$17.0K	—	—	—
Legal & General Group Plc	N/A	—	420	-420	-100%	$15.9K	—	—	—
UBS Asset Management Americas LLC	N/A	—	354	-354	-100%	$13.4K	—	—	—
Arax Advisory Partners	N/A	—	81	-81	-100%	$3.1K	—	—	—
Glen Eagle Advisors, LLC	N/A	—	75	-75	-100%	$2.8K	—	—	—
California State Teachers Retirement System	N/A	—	64	-64	-100%	$2.4K	—	—	—
Roble, Belko & Company, Inc	N/A	—	22	-22	-100%	$1	—	—	—
FMR LLC	N/A	—	7	-7	-100%	$265	—	—	—
Rothschild Investment LLC	N/A	—	1	-1	-100%	$38	—	—	—

Showing 82 of 82 institutions