13FBOX
CB FINL SVCS INC COM · 13F Institutional Holdings
Options Calculator Rankings
C

CB FINL SVCS INC COM

CBFV
Institutions
82
Combined AUM (Q2 2026)
$86.1M
Combined Shares (Q2 2026)
2.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+94,753
29 · 8 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-24,633
26 · 4 Exit · ≈
⚖️ Net
+70,120
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$86.1M
Institutions
82
New Buys
8
Adds
21
Reduces
22
Exits
4
Unchanged
31
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Janney Montgomery Scott LLC
0.02%0.03%#10$11.6M305,098$10.4M305,361-263-0.09%Reduce
BlackRock, Inc.
<0.01%<0.01%#39$10.6M280,331$8.7M253,195+27,136+10.72%Add
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#18$8.7M254,003$8.9M253,883+120+0.05%Add
VANGUARD CAPITAL MANAGEMENT LLC
<0.01%<0.01%#37$7.5M198,603$6.6M194,215+4,388+2.26%Add
M3F, Inc.
1.54%1.45%#1$6.5M171,696$5.9M171,439+257+0.15%Add
MANUFACTURERS LIFE INSURANCE COMPANY, THE
<0.01%<0.01%#17$5.8M154,165$5.3M155,799-1,634-1.05%Reduce
GEODE CAPITAL MANAGEMENT, LLC
<0.01%<0.01%#34$4.4M116,026$3.6M105,157+10,869+10.34%Add
BRIDGEWAY CAPITAL MANAGEMENT, LLC
0.04%0.05%#8$2.4M62,340$2.3M65,840-3,500-5.32%Reduce
Waldron Private Wealth LLC
0.08%0.08%#7$2.3M60,306$2.1M60,30600.00%Unchanged
RENAISSANCE TECHNOLOGIES LLC
<0.01%<0.01%#19$2.0M53,899$1.9M55,599-1,700-3.06%Reduce
STATE STREET CORP
<0.01%<0.01%#55$1.8M48,380$1.7M49,806-1,426-2.86%Reduce
DIMENSIONAL FUND ADVISORS LP
<0.01%<0.01%#33$1.4M36,428$1.2M36,085+343+0.95%Add
NORTHERN TRUST CORP
<0.01%<0.01%#38$1.4M36,210$1.2M34,023+2,187+6.43%Add
Empowered Funds, LLC
0.01%0.01%#15$1.4M35,840$1.3M36,840-1,000-2.71%Reduce
Wilmington Savings Fund Society, FSB
0.03%0.03%#9$1.3M33,642$1.1M33,64200.00%Unchanged
S&T BANK/PA
0.38%0.43%#2$1.3M33,642$1.1M33,64200.00%Unchanged
De Lisle Partners LLP
0.14%0.14%#6$1.3M33,674$1.2M33,67400.00%Unchanged
VANGUARD PORTFOLIO MANAGEMENT LLC
<0.01%<0.01%#56$1.2M31,283$910,04326,625+4,658+17.49%Add
VANGUARD FIDUCIARY TRUST CO
<0.01%<0.01%#32$1.2M30,884$1.1M32,681-1,797-5.50%Reduce
ENDEAVOUR CAPITAL ADVISORS INC
0.19%0.19%#5$915,89324,166$825,99524,16600.00%Unchanged
ACADIAN ASSET MANAGEMENT LLC
<0.01%<0.01%#21$823,30221,723$740,00021,72300.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#51$755,38519,931$828,86524,250-4,319-17.81%Reduce
SALZHAUER MICHAEL
0.2%0.3%#4$716,42418,903$646,10518,90300.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#60$594,99215,699$300,9589,062+6,637+73.24%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#26$585,67015,453$528,18415,45300.00%Unchanged
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
<0.01%<0.01%#49$510,51313,470$425,33612,444+1,026+8.24%Add
WESBANCO BANK INC
0.01%0.01%#12$504,33613,307$454,83213,30700.00%Unchanged
AMERICAN CENTURY COMPANIES INC
<0.01%<0.01%#35$498,34713,149$498,03714,571-1,422-9.76%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#44$427,92911,291$385,92611,29100.00%Unchanged
Bank of New York Mellon Corp
<0.01%<0.01%#50$407,49010,752$320,0439,363+1,389+14.83%Add
HBK Sorce Advisory LLC
0.01%0.01%#14$393,39210,615$376,72610,61500.00%Unchanged
Curi Capital, LLC
0.01%0.01%#16$378,2809,981$341,1519,98100.00%Unchanged
LPL Financial LLC
<0.01%#45$368,2369,716$00+9,716New Buy
Connor, Clark & Lunn Investment Management Ltd.
<0.01%<0.01%#22$350,8789,258$318,7979,327-69-0.74%Reduce
Abundance Wealth Counselors
0.02%#11$318,7778,411$00+8,411New Buy
Fourthstone LLC
0.22%0.06%#3$311,4798,083$350,17410,245-2,162-21.10%Reduce
BARCLAYS PLC
<0.01%<0.01%#52$310,9708,205$296,3408,670-465-5.36%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#58$309,0758,155$209,3876,126+2,029+33.12%Add
Nuveen, LLC
<0.01%<0.01%#48$307,2558,107$277,0978,10700.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#20$230,4326,080$207,8146,08000.00%Unchanged
AQR CAPITAL MANAGEMENT LLC
<0.01%#47$213,3445,629$00+5,629New Buy
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#67$211,7855,588$253,5137,417-1,829-24.66%Reduce
FIFTH THIRD BANCORP
<0.01%<0.01%#31$176,2354,650$158,9374,65000.00%Unchanged
DEUTSCHE BANK AG\
<0.01%<0.01%#57$172,9384,563$72,8722,132+2,431+114.02%Add
LOS ANGELES CAPITAL MANAGEMENT LLC
<0.01%<0.01%#23$172,4454,550$155,5194,55000.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#63$148,6063,921$59,4391,739+2,182+125.47%Add
RHUMBLINE ADVISERS
<0.01%<0.01%#40$134,4653,548$115,2843,373+175+5.19%Add
MetLife Investment Management, LLC
<0.01%<0.01%#28$104,3012,752$100,2502,933-181-6.17%Reduce
Russell Investments Group, Ltd.
<0.01%<0.01%#46$98,3882,596$14,663429+2,167+505.13%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#73$82,4712,211$75,0752,145+66+3.08%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow