CBFV Institutional Ownership
CB Financial Services, Inc.
1W: +4.5%
1M: +5.7%
3M: +5.1%
YTD: +13.8%
1Y: +20.9%
3Y: +98.1%
5Y: +91.9%
$40.39
+1.24 (+3.17%)
After Hours: $39.29 (-1.10, -2.72%)
Weekly Expected Move ±2.3%
$37
$38
$39
$40
$40
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CBFV
87
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$74M
Total Invested
10
New Positions
21
Increased
25
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, | 154,165 | $6M | -1,634 | -1.0% | 2Q | SEC ↗ |
| 2 | RENAISSANCE TECHNOLOGIES LLC NEW | 53,899 | $2M | +53,899 | — | 1Q | SEC ↗ |
| 3 | STATE STREET CORP NEW | 48,380 | $2M | +48,380 | — | 1Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 19,931 | $805K | +19,931 | — | 1Q | SEC ↗ |
| 5 | SALZHAUER MICHAEL NEW | 18,903 | $763K | +18,903 | — | 1Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC NEW | 11,291 | $456K | +11,291 | — | 1Q | SEC ↗ |
| 7 | HBK Sorce Advisory LLC NEW | 10,615 | $429K | +10,615 | — | 1Q | SEC ↗ |
| 8 | Abundance Wealth Counselors NEW | 8,411 | $340K | +8,411 | — | 1Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC NEW | 8,155 | $329K | +8,155 | — | 1Q | SEC ↗ |
| 10 | CALIFORNIA STATE TEACHERS RETIREMENT S | 2,426 | $98K | +2,180 | +886.2% | 2Q | SEC ↗ |
| 11 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 2,100 | $85K | +2,100 | — | 1Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN NEW | 1,739 | $70K | +1,739 | — | 1Q | SEC ↗ |
| 13 | GAMMA Investing LLC | 327 | $13K | +212 | +184.3% | 3Q | SEC ↗ |
| 14 | Sterling Capital Management LLC NEW | 92 | $4K | +92 | — | 1Q | SEC ↗ |
| 15 | Farther Finance Advisors, LLC | 88 | $4K | +13 | +17.3% | 3Q | SEC ↗ |
| 16 | Roble, Belko & Company, Inc | 22 | $1K | — | +0.0% | 2Q | SEC ↗ |
| 17 | IFP Advisors, Inc | 16 | $1K | — | +0.0% | 3Q | SEC ↗ |
| 18 | Allworth Financial LP NEW | 3 | $0K | +3 | — | 1Q | SEC ↗ |
| 19 | Root Financial Partners, LLC NEW | 1 | $0K | +1 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | 53,899 | $2M |
| STATE STREET CORP | 48,380 | $2M |
| GOLDMAN SACHS GROUP INC | 19,931 | $805K |
| SALZHAUER MICHAEL | 18,903 | $763K |
| AMERIPRISE FINANCIAL INC | 11,291 | $456K |
| HBK Sorce Advisory LLC | 10,615 | $429K |
| Abundance Wealth Counselors | 8,411 | $340K |
| CITADEL ADVISORS LLC | 8,155 | $329K |
| NEW YORK STATE COMMON RETIREMENT FU | 2,100 | $85K |
| WELLS FARGO & COMPANY/MN | 1,739 | $70K |
| Sterling Capital Management LLC | 92 | $4K |
| Allworth Financial LP | 3 | $0K |
| Root Financial Partners, LLC | 1 | $0K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +2,180 | +886.2% | 2,426 |
| GAMMA Investing LLC | +212 | +184.3% | 327 |
| Farther Finance Advisors, LLC | +13 | +17.3% | 88 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | -1,634 | -1.0% | 154,165 |