CB Financial Services Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 305.10 K | $11.56 M | -0.09% | 6.01% |
| BLACKROCK, INC. | 08/07/2026 | 280.33 K | $10.62 M | 10.72% | 5.53% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 254.00 K | $8.68 M | 0.05% | 5.01% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 198.60 K | $7.53 M | 2.26% | 3.91% |
| M3F, INC. | 08/13/2026 | 171.70 K | $6.51 M | 0.15% | 3.38% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 09/09/2026 | 154.17 K | $5.84 M | -1.05% | 3.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 116.03 K | $4.40 M | 10.34% | 2.29% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 62.34 K | $2.36 M | -5.32% | 1.23% |
| WALDRON PRIVATE WEALTH LLC | 07/20/2026 | 60.31 K | $2.29 M | 0.00% | 1.19% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 53.90 K | $2.04 M | -3.06% | 1.06% |
| CURATED WEALTH PARTNERS LLC | 07/13/2026 | 50.00 K | $58.64 K | 100.00% | 0.99% |
| STATE STREET CORP | 08/07/2026 | 48.38 K | $1.83 M | -2.86% | 0.95% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 36.43 K | $1.38 M | 0.95% | 0.72% |
| NORTHERN TRUST CORP | 08/13/2026 | 36.21 K | $1.37 M | 6.43% | 0.71% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 35.84 K | $1.36 M | -2.71% | 0.71% |
| DE LISLE PARTNERS LLP | 08/12/2026 | 33.67 K | $1.27 M | 0.00% | 0.66% |
| BRYN MAWR TRUST CO | 07/28/2026 | 33.64 K | $1.28 M | 0.00% | 0.66% |
| S&T BANK/PA | 08/12/2026 | 33.64 K | $1.28 M | 0.00% | 0.66% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 31.28 K | $1.19 M | 17.49% | 0.62% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 30.88 K | $1.17 M | -5.50% | 0.61% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/07/2026 | 24.17 K | $915.89 K | 0.00% | 0.48% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 21.72 K | $820.00 K | 0.00% | 0.43% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 19.93 K | $755.39 K | -17.81% | 0.39% |
| SALZHAUER MICHAEL | 07/20/2026 | 18.90 K | $716.42 K | 0.00% | 0.37% |
| MORGAN STANLEY | 08/13/2026 | 15.70 K | $594.99 K | 77.35% | 0.31% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 15.45 K | $585.67 K | 0.00% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 13.47 K | $510.51 K | 8.24% | 0.27% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 13.47 K | $510.51 K | 100.00% | 0.27% |
| WESBANCO BANK INC | 07/28/2026 | 13.31 K | $504.34 K | 0.00% | 0.26% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 13.15 K | $498.35 K | -9.76% | 0.26% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 11.29 K | $427.93 K | 0.00% | 0.22% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 10.75 K | $407.49 K | 14.84% | 0.21% |
| HBK SORCE ADVISORY LLC | 08/06/2026 | 10.62 K | $393.39 K | 0.00% | 0.21% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2026 | 9.98 K | $378.28 K | 0.00% | 0.20% |
| LPL FINANCIAL LLC | 08/07/2026 | 9.72 K | $368.24 K | 100.00% | 0.19% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/13/2026 | 9.26 K | $350.88 K | -0.74% | 0.18% |
| ABUNDANCE WEALTH COUNSELORS | 07/23/2026 | 8.41 K | $318.78 K | 100.00% | 0.17% |
| BARCLAYS PLC | 08/14/2026 | 8.21 K | $310.97 K | -5.36% | 0.16% |
| CITADEL ADVISORS LLC | 09/02/2026 | 8.16 K | $309.08 K | 33.12% | 0.16% |
| NUVEEN, LLC | 08/11/2026 | 8.11 K | $307.26 K | 0.00% | 0.16% |
| FOURTHSTONE LLC | 08/14/2026 | 8.08 K | $311.48 K | -21.10% | 0.16% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 6.08 K | $230.43 K | 0.00% | 0.12% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 5.63 K | $213.34 K | 100.00% | 0.11% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 5.59 K | $211.79 K | -24.66% | 0.11% |
| FIFTH THIRD BANCORP | 08/05/2026 | 4.65 K | $176.24 K | 0.00% | 0.09% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 4.56 K | $172.94 K | 114.02% | 0.09% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 08/13/2026 | 4.55 K | $172.45 K | 0.00% | 0.09% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 3.92 K | $148.61 K | 125.47% | 0.08% |
| RHUMBLINE ADVISERS | 08/12/2026 | 3.55 K | $134.47 K | 5.19% | 0.07% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 2.75 K | $104.30 K | -6.17% | 0.05% |
CB Financial Services Inc institutional Ownership - FAQ's
During the previous two years, 98 institutional investors and hedge funds held shares of CB Financial Services Inc. The most heavily invested institutionals were:
Janney Montgomery Scott LLC: 305,098
BlackRock, Inc.: 280,331
ALLIANCEBERNSTEIN L.P.: 254,003
VANGUARD CAPITAL MANAGEMENT LLC: 198,603
M3F, Inc.: 171,696
MANUFACTURERS LIFE INSURANCE COMPANY, THE: 154,165
46.55% of CB Financial Services Inc stock is owned by institutional investors.
Institutional investors have bought a total of 2.85 M shares in the last 24 months. This purchase volume represents approximately $96.29 M in transactions.