DaveManuel.com · Institutional Ownership · Who Owns It
CB FINL SVCS INC (CBFV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
79
Reporting holders
$85.8M
Reported value
45.1%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+1
Holder change
Institutions report 2,289,397 shares against 5,081,584 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | $11.6M | 305,098 | 0.02% | 31q | HELD |
| BlackRock, Inc. | $10.6M | 280,331 | 0.00% | 8q | +10.7%+$1.0M |
| ALLIANCEBERNSTEIN L.P. | $8.7M | 254,003 | 0.00% | 14q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $7.5M | 198,603 | 0.00% | 2q | +2.3%+$166.3K |
| M3F, Inc. | $6.5M | 171,696 | 1.54% | 7q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.8M | 154,165 | 0.00% | 21q | -1.0%-$61.9K |
| GEODE CAPITAL MANAGEMENT, LLC | $4.4M | 116,026 | 0.00% | 31q | +10.3%+$412.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.4M | 62,340 | 0.04% | 31q | -5.3%-$132.7K |
| Waldron Private Wealth LLC | $2.3M | 60,306 | 0.08% | 31q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $2.0M | 53,899 | 0.00% | 31q | -3.1%-$64.4K |
| STATE STREET CORP | $1.8M | 48,380 | 0.00% | 20q | -2.9%-$54.0K |
| DIMENSIONAL FUND ADVISORS LP | $1.4M | 36,428 | 0.00% | 16q | +1.0%+$13.0K |
| NORTHERN TRUST CORP | $1.4M | 36,210 | 0.00% | 20q | +6.4%+$82.9K |
| Empowered Funds, LLC | $1.4M | 35,840 | 0.01% | 13q | -2.7%-$37.9K |
| Wilmington Savings Fund Society, FSB | $1.3M | 33,642 | 0.03% | 8q | HELD |
| S&T Bank/PA | $1.3M | 33,642 | 0.38% | 7q | HELD |
| De Lisle Partners LLP | $1.3M | 33,674 | 0.14% | 10q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 31,283 | 0.00% | 2q | +17.5%+$176.5K |
| VANGUARD FIDUCIARY TRUST CO | $1.2M | 30,884 | 0.00% | 2q | -5.5%-$68.1K |
| ENDEAVOUR CAPITAL ADVISORS INC | $915.9K | 24,166 | 0.19% | 29q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $820.0K | 21,723 | 0.00% | 31q | HELD |
| GOLDMAN SACHS GROUP INC | $755.4K | 19,931 | 0.00% | 4q | -17.8%-$163.7K |
| SALZHAUER MICHAEL | $716.4K | 18,903 | 0.24% | 31q | HELD |
| MORGAN STANLEY | $595.0K | 15,699 | 0.00% | 35q | +77.3%+$259.5K |
| STIFEL FINANCIAL CORP | $585.7K | 15,453 | 0.00% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $510.5K | 13,470 | 0.00% | 5q | +8.2%+$38.9K |
| WESBANCO BANK INC | $504.3K | 13,307 | 0.01% | 30q | HELD |
| AMERICAN CENTURY COMPANIES INC | $498.3K | 13,149 | 0.00% | 20q | -9.8%-$53.9K |
| AMERIPRISE FINANCIAL INC | $427.9K | 11,291 | 0.00% | 7q | HELD |
| Bank of New York Mellon Corp | $407.5K | 10,752 | 0.00% | 5q | +14.8%+$52.6K |
| HBK Sorce Advisory LLC | $393.4K | 10,615 | 0.01% | 3q | HELD |
| Curi Capital, LLC | $378.3K | 9,981 | 0.01% | 2q | HELD |
| LPL Financial LLC | $368.2K | 9,716 | 0.00% | new | NEW |
| Connor, Clark & Lunn Investment Management Ltd. | $350.9K | 9,258 | 0.00% | 4q | -0.7%-$2.6K |
| Fourthstone LLC | $311.5K | 8,083 | 0.22% | 6q | -21.1%-$83.3K |
| BARCLAYS PLC | $311.0K | 8,205 | 0.00% | 25q | -5.4%-$17.6K |
| CITADEL ADVISORS LLC | $309.1K | 8,155 | 0.00% | 6q | +33.1%+$76.9K |
| Nuveen, LLC | $307.3K | 8,107 | 0.00% | 5q | HELD |
| Steward Partners Investment Advisory, LLC | $230.4K | 6,080 | 0.00% | 15q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $213.3K | 5,629 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $211.8K | 5,588 | 0.00% | 31q | -24.7%-$69.3K |
| FIFTH THIRD BANCORP | $176.2K | 4,650 | 0.00% | 31q | HELD |
| DEUTSCHE BANK AG\ | $172.9K | 4,563 | 0.00% | 4q | +114.0%+$92.1K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $172.4K | 4,550 | 0.00% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $148.6K | 3,921 | 0.00% | 31q | +125.5%+$82.7K |
| RHUMBLINE ADVISERS | $134.5K | 3,548 | 0.00% | 5q | +5.2%+$6.6K |
| MetLife Investment Management, LLC | $104.3K | 2,752 | 0.00% | 5q | -6.2%-$6.9K |
| Russell Investments Group, Ltd. | $98.4K | 2,596 | 0.00% | 4q | +505.1%+$82.1K |
| JPMORGAN CHASE & CO | $82.5K | 2,211 | 0.00% | 6q | +3.1%+$2.5K |
| CITIGROUP INC | $82.4K | 2,173 | 0.00% | 8q | +915.4%+$74.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $81.7K | 2,156 | 0.00% | 5q | -2.6%-$2.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $79.6K | 2,100 | 0.00% | 5q | HELD |
| Vanguard Global Advisers, LLC | $65.4K | 1,725 | 0.00% | 2q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $43.5K | 1,148 | 0.00% | 31q | +8.3%+$3.3K |
| Police & Firemen's Retirement System of New Jersey | $40.0K | 1,056 | 0.00% | 5q | HELD |
| Rockefeller Capital Management L.P. | $36.9K | 973 | 0.00% | 4q | -38.3%-$22.9K |
| HAZLETT, BURT & WATSON, INC. | $36.0K | 958 | 0.01% | 3q | HELD |
| UBS Group AG | $34.2K | 902 | 0.00% | 31q | -30.2%-$14.8K |
| OSAIC HOLDINGS, INC. | $27.8K | 733 | 0.00% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $25.2K | 664 | 0.00% | 6q | -40.7%-$17.3K |
| Ameritas Investment Partners, Inc. | $18.0K | 476 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $17.0K | 460 | 0.00% | new | NEW |
| Legal & General Group Plc | $15.9K | 420 | 0.00% | 5q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13.4K | 354 | 0.00% | 2q | HELD |
| GAMMA Investing LLC | $4.4K | 115 | 0.00% | 4q | +57.5%+$1.6K |
| Sterling Capital Management LLC | $3.3K | 86 | 0.00% | 5q | -43.8%-$2.5K |
| Arax Advisory Partners | $3.1K | 81 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $2.8K | 75 | 0.00% | 3q | HELD |
| Glen Eagle Advisors, LLC | $2.8K | 75 | 0.00% | 19q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.4K | 64 | 0.00% | 5q | -74.0%-$6.9K |
| Essential Partners LLC | $1.2K | 31 | 0.00% | 4q | -65.2%-$2.2K |
| Roble, Belko & Company, Inc | $1.0K | 22 | 0.00% | 4q | HELD |
| IFP Advisors, Inc | $606 | 16 | 0.00% | 4q | HELD |
| PNC Financial Services Group, Inc. | $569 | 15 | 0.00% | 3q | -37.5% |
| FMR LLC | $265 | 7 | 0.00% | 4q | HELD |
| EverSource Wealth Advisors, LLC | $190 | 5 | 0.00% | 4q | HELD |
| Allworth Financial LP | $114 | 3 | 0.00% | 4q | +50.0% |
| ROTHSCHILD INVESTMENT LLC | $38 | 1 | 0.00% | 3q | HELD |
| True Wealth Design, LLC | $38 | 1 | 0.00% | new | NEW |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-25 | 2026-08-25 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 11 | $8.3M | 224,475 | 2 | 3 | 1 | 0.0% |
| Q2 2026 | 79 | $85.8M | 2,289,397 | 5 | 19 | 21 | 0.0% |
| Q1 2026 | 78 | $76.3M | 2,227,783 | 4 | 13 | 32 | 0.0% |
| Q4 2025 | 74 | $78.4M | 2,248,392 | 7 | 17 | 26 | 0.0% |
| Q3 2025 | 70 | $75.8M | 2,282,944 | 17 | 17 | 19 | 0.0% |
| Q2 2025 | 56 | $62.6M | 2,195,051 | 15 | 22 | 4 | 0.0% |
| Q1 2025 | 48 | $58.6M | 2,060,437 | 8 | 12 | 12 | 0.0% |
| Q4 2024 | 45 | $61.2M | 2,140,774 | 9 | 12 | 8 | 0.0% |
| Q3 2024 | 40 | $54.9M | 1,965,056 | 3 | 11 | 7 | 0.0% |
| Q2 2024 | 41 | $43.4M | 1,916,768 | 2 | 8 | 11 | 0.0% |
| Q1 2024 | 39 | $39.1M | 1,810,070 | 1 | 8 | 6 | 0.0% |
| Q4 2023 | 39 | $41.0M | 1,722,995 | 1 | 14 | 4 | 0.0% |
| Q3 2023 | 40 | $34.8M | 1,622,339 | 3 | 9 | 10 | 0.0% |
| Q2 2023 | 41 | $33.7M | 1,633,920 | 5 | 12 | 5 | 0.0% |
| Q1 2023 | 36 | $32.5M | 1,495,364 | 1 | 7 | 8 | 0.0% |
| Q4 2022 | 36 | $32.1M | 1,495,020 | 3 | 4 | 10 | 0.0% |
| Q3 2022 | 33 | $30.8M | 1,413,591 | 1 | 4 | 6 | 0.0% |
| Q2 2022 | 34 | $31.5M | 1,389,458 | 0 | 10 | 10 | 0.0% |
| Q1 2022 | 39 | $33.2M | 1,379,682 | 2 | 3 | 13 | 0.0% |
| Q4 2021 | 44 | $39.6M | 1,661,591 | 4 | 6 | 13 | 0.0% |
| Q3 2021 | 40 | $32.6M | 1,394,097 | 4 | 6 | 15 | 0.0% |
| Q2 2021 | 40 | $29.0M | 1,309,199 | 6 | 8 | 14 | 0.0% |
| Q1 2021 | 45 | $34.6M | 1,562,694 | 7 | 11 | 11 | 0.0% |
| Q4 2020 | 38 | $30.0M | 1,462,350 | 1 | 14 | 7 | 0.0% |
| Q3 2020 | 40 | $27.8M | 1,459,358 | 0 | 8 | 18 | 0.0% |
| Q2 2020 | 50 | $34.3M | 1,571,375 | 19 | 13 | 6 | 0.0% |
| Q1 2020 | 41 | $26.6M | 1,378,786 | 5 | 13 | 13 | 0.0% |
| Q4 2019 | 50 | $44.9M | 1,491,305 | 9 | 11 | 16 | 0.0% |
| Q3 2019 | 44 | $39.1M | 1,412,288 | 6 | 9 | 17 | 0.0% |
| Q2 2019 | 42 | $34.0M | 1,433,586 | 7 | 11 | 15 | 0.0% |
| Q1 2019 | 46 | $37.6M | 1,535,574 | 3 | 12 | 14 | 0.0% |
| Q4 2018 | 45 | $39.0M | 1,574,785 | 0 | 0 | 2 | 0.0% |