CB Financial Services, Inc. (CBFV) Ownership
CBFV ownership summary
as of October 18, 2026- Institutions
- 45.6% of shares outstanding
- Insiders
- 10.24% of shares outstanding
- Shares outstanding
- 5.1M
- Float
- 4.6M shares available to trade
- Short interest
- 1.70% 78K shares short
- Days to cover
- 16.42 short interest down 7.5% vs prior month
- Institutions 45.56%
- Insiders 10.24%
- Other investors 44.20%
CBFV top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Janney Montgomery Scott LLC | 6.00% | 305K | $11.5M | −263 (−0.1%) | June 30, 2026 |
| 2 | BlackRock Inc | 5.52% | 280K | $10.5M | +27,136 (+10.7%) | June 30, 2026 |
| 3 | AllianceBernstein L.P. | 5.00% | 254K | $9.5M | +120 (+0.0%) | June 30, 2026 |
| 4 | Vanguard Capital Management, LLC | 3.91% | 199K | $7.5M | +4,388 (+2.3%) | June 30, 2026 |
| 5 | M3F, Inc. | 3.38% | 172K | $6.4M | +257 (+0.1%) | June 30, 2026 |
| 6 | Manufacturers Life Insurance Co | 3.03% | 154K | $5.8M | −1,634 (−1.0%) | June 30, 2026 |
| 7 | Geode Capital Management, LLC | 2.28% | 116K | $4.4M | +10,869 (+10.3%) | June 30, 2026 |
| 8 | Bridgeway Capital Management, LLC | 1.23% | 62K | $2.3M | −3,500 (−5.3%) | June 30, 2026 |
| 9 | Waldron, LP | 1.19% | 60K | $2.3M | — | June 30, 2026 |
| 10 | Renaissance Technologies Corp | 1.06% | 54K | $2.0M | −1,700 (−3.1%) | June 30, 2026 |
| 11 | Curated Wealth Partners LLC | 0.98% | 50K | $1.9M | +50,000 (0.0%) | June 30, 2026 |
| 12 | State Street Corp | 0.95% | 48K | $1.8M | −1,426 (−2.9%) | June 30, 2026 |
| 13 | Dimensional Fund Advisors, Inc. | 0.72% | 36K | $1.4M | +343 (+1.0%) | June 30, 2026 |
| 14 | Northern Trust Corp | 0.71% | 36K | $1.4M | +2,187 (+6.4%) | June 30, 2026 |
| 15 | Empowered Funds, LLC | 0.71% | 36K | $1.3M | −1,000 (−2.7%) | June 30, 2026 |
| 16 | Bryn Mawr Trust Company | 0.66% | 34K | $1.3M | — | June 30, 2026 |
| 17 | S&T Bank | 0.66% | 34K | $1.3M | — | June 30, 2026 |
| 18 | Vanguard Portfolio Management, LLC | 0.62% | 31K | $1.2M | +4,658 (+17.5%) | June 30, 2026 |
| 19 | Vanguard Fiduciary Trust Co | 0.61% | 31K | $1.2M | −1,797 (−5.5%) | June 30, 2026 |
| 20 | Endeavour Capital Advisors Inc | 0.48% | 24K | $907,433 | — | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 9 holders added 100K shares and 7 cut 11K.
CBFV top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.78% | 141K | $5.3M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 1.91% | 97K | $3.6M | −1,088 (−1.1%) | September 30, 2026 |
| 3 | JHancock Regional Bank A | 1.64% | 84K | $3.1M | — | August 31, 2026 |
| 4 | JH Financial Opportunities | 1.12% | 57K | $2.1M | — | August 31, 2026 |
| 5 | Fidelity Small Cap Index | 1.01% | 52K | $1.9M | −64 (−0.1%) | July 31, 2026 |
| 6 | iShares Russell 2000 Value ETF | 0.88% | 45K | $1.7M | +68 (+0.2%) | September 30, 2026 |
| 7 | EA Bridgeway Omni Small-Cap Value ETF | 0.71% | 36K | $1.3M | — | September 30, 2026 |
| 8 | VT De Lisle America B USD | 0.62% | 31K | $1.2M | −2,200 (−6.5%) | September 30, 2026 |
| 9 | iShares Core S&P Total US Stock Mkt ETF | 0.61% | 31K | $1.2M | +30 (+0.1%) | September 30, 2026 |
| 10 | Vanguard Russell 2000 ETF | 0.53% | 27K | $1.0M | +186 (+0.7%) | September 30, 2026 |
| 11 | Fidelity Extended Market Index | 0.46% | 23K | $879,459 | −126 (−0.5%) | August 31, 2026 |
| 12 | BSF Systematic US Eq Abs Ret A2 USD | 0.39% | 20K | $739,435 | — | December 31, 2025 |
| 13 | Bridgeway Omni Small-Cap Value N | 0.31% | 16K | $597,045 | −2,500 (−13.6%) | June 30, 2026 |
| 14 | iShares Micro-Cap ETF | 0.30% | 15K | $569,408 | −105 (−0.7%) | September 30, 2026 |
| 15 | Avantis US Small Cap Value ETF | 0.24% | 12K | $457,810 | — | September 30, 2026 |
| 16 | Schwab Small Cap Index | 0.22% | 11K | $427,319 | — | August 31, 2026 |
| 17 | Fidelity Total Market Index | 0.17% | 8,605 | $323,118 | — | August 31, 2026 |
| 18 | iShares Russell 2000 Small-Cap Idx Instl | 0.16% | 8,079 | $303,366 | — | August 31, 2026 |
| 19 | Goldman Sachs ActiveBeta® US SmCp Eq ETF | 0.14% | 7,318 | $274,791 | — | September 30, 2026 |
| 20 | Fidelity Series Total Market Index | 0.14% | 6,916 | $259,696 | — | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
CBFV insider transactions
latest 7| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-03-05 | Stephen Cobain | Sell | $34.58 | 1,792 | $61,967 |
| 2026-02-06 | Charles R Guthrie | Sell | $37.35 | 1,913 | $71,451 |
| 2025-11-18 | Bruce A Sharp | Buy | $32.80 | 1,000 | $32,800 |
| 2025-09-17 | Jennifer L George | Sell | $33.15 | 5,042 | $167,142 |
| 2025-07-30 | John J Lacarte | Sell | $33.30 | 633 | $21,079 |
| 2025-05-28 | John Swiatek | Buy | $28.80 | 1,200 | $34,560 |
| 2025-05-13 | John Swiatek | Sell | $29.50 | 2,500 | $73,750 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
CBFV shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns CBFV
Institutional investors own 45.6% of CB Financial Services's shares and insiders 10.24%. The largest holder is Janney Montgomery Scott LLC with 6.00% of the shares (305K), as of June 30, 2026. Among the top 20 institutions, 9 added shares and 7 reduced their stake in the latest filings. Short interest is 1.70% of the float, or 16.42 days of average trading volume. The share count rose 30.3% since 2014.
Related: CBFV analyst forecast, CBFV key metrics, CBFV dividend history. See the CBFV stock overview for the latest quote and news.
CBFV ownership FAQ
Who owns the most CB Financial Services stock?
The largest shareholders of CB Financial Services are Janney Montgomery Scott LLC (6.00%), BlackRock Inc (5.52%), AllianceBernstein L.P. (5.00%), Vanguard Capital Management, LLC (3.91%), M3F, Inc. (3.38%).
What percentage of CB Financial Services is owned by institutions?
Institutions hold 45.6% of CB Financial Services's shares outstanding; insiders hold 10.24%.
Which funds own CB Financial Services?
The largest fund holders of CB Financial Services are Vanguard MStar Total Stk Mkt Idx Invest (2.78%), iShares Russell 2000 ETF (1.91%), JHancock Regional Bank A (1.64%), JH Financial Opportunities (1.12%), Fidelity Small Cap Index (1.01%).
What is CB Financial Services's short interest?
78K shares of CB Financial Services were sold short, 1.70% of the float; at the average daily volume it would take 16.42 days to cover.
Are insiders buying or selling CB Financial Services?
Of the latest 7 reported insider transactions in CB Financial Services (since May 13, 2025), 2 were purchases and 5 were sales.
How many shares of CB Financial Services are outstanding?
CB Financial Services has 5.1M shares outstanding, of which 4.6M are in the public float.