$CBFV

$40.39 +$1.24 (3.17%) Close

$CBFV Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 5.1M shares outstanding

Who owns CBFV?

By type of holder

Institutions 45.1% Insiders 11.8% Everyone else 43.2%

Concentration Top 10 holders own 37.5%

Janney Montgomery Scott LLC 6.0% · BlackRock, Inc. 5.5%

Institutional ownership

45.1%

+1.2 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+61.6K

by institutions in Q2 2026

New / sold out

5 / 4

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +27.1K
Geode Capital Management, LLC +10.9K

Biggest sellers in Q2 2026

Goldman Sachs Group Inc −4.3K
Bridgeway Capital Management, LLC −3.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$133K

2 notices from 2 people

Shares covered

3.7K

0.07% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Guthrie Charles R. Officer $71.5K
Cobain Stephen Officer $62K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+29.9%

+2.95% a year

Each share's claim on the business

−23.0%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$17.6M vs $5.92M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years62% 3–5 years19% 1–3 years15% Under 1 year4%

Quarterly turnover

2.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting CBFV on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
JM Janney Montgomery Scott LLC	305.1K	6.00%	−263 (−0.1%)	≤2021	0.0%
Shares held by quarter Peak holding364.9K (Q3'24) Change over 8 quarters−59.8K Share of the company6.000% Janney Montgomery Scott LLC's full portfolio →
B BlackRock, Inc.	280.3K	5.52%	+27.1K (+10.7%)	≤2021	0.0%
Shares held by quarter Peak holding280.3K (Q2'26) Change over 8 quarters+222.1K Share of the company5.520% BlackRock, Inc.'s full portfolio →

Janney Montgomery Scott LLC

305.1K

% of company

6.00%

Change vs last qtr

−263 (−0.1%)

Held since

≤2021

BlackRock, Inc.

280.3K

% of company

5.52%

Change vs last qtr

+27.1K (+10.7%)

Held since

≤2021

27 more super investors behind a free account

See every manager holding CB Financial Services Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CBFV on Form N-PORT; together they hold 16.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$5.36M	141.5K	2.78%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$3.66M	96.5K	1.90%	0.00%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$5.36M

% of company

2.78%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$3.66M

% of company

1.90%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding CB Financial Services Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
LJ LaCarte John J Insider	224.6K	4.42%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company4.420% LaCarte John J's insider activity →
BR Burchianti Ralph Insider	138.6K	2.73%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.730% Burchianti Ralph's insider activity →

LaCarte John J

Insider

224.6K

% of company

4.42%

Change vs last qtr

—

Held since

—

Burchianti Ralph

Insider

138.6K

% of company

2.73%

Change vs last qtr

—

Held since

—

11 more holders behind a free account

See every insider and 5%+ holder of CB Financial Services Inc.

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