CB Financial Services, Inc.: which funds bought and sold
Institutions that bought and sold CB Financial Services shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 28 institutions that filed 13F reports for both quarters added to or opened positions in CB Financial Services, and 25 cut or closed them. Together they added a net 71K shares, +3.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1,058 shares (+0.3%); index fund managers were net buyers of 47K shares (+6.6%). 7 opened a new position and 3 sold out entirely.
Bought, Q2 2026 28 institutions, 7 of them new holders Sold, Q2 2026 25 institutions, 3 of them sold out
Net change, all compared +71K shares (+3.2%)
Net change, active managers +1,058 shares (+0.3%), 3 bought, 4 sold
Buyers versus sellers
28 bought 31 25 sold
Active managers and hedge funds 3 bought · 4 sold · +1,058
Index fund managers 7 bought · 2 sold · +47K
Other institutions 18 bought · 19 sold · +23K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Blackrock, Inc. Index funds | +27K +10.7% | 280K | $10.6M |
| Geode Capital Management, LLC Index funds | +11K +10.3% | 116K | $4.4M |
| LPL Financial LLC | +9,716 New position | 9,716 | $368,236 |
| Abundance Wealth Counselors | +8,411 New position | 8,411 | $318,777 |
| Morgan Stanley | +6,847 +77.3% | 16K | $594,992 |
| AQR Capital Management LLC Hedge fund | +5,629 New position | 5,629 | $213,344 |
| Vanguard Portfolio Management LLC Index funds | +4,658 +17.5% | 31K | $1.2M |
| Vanguard Capital Management LLC Index funds | +4,388 +2.3% | 199K | $7.5M |
| Deutsche Bank Ag\ | +2,431 +114.0% | 4,563 | $172,938 |
| Northern Trust Corp Index funds | +2,187 +6.4% | 36K | $1.4M |
| Wells Fargo & Company | +2,182 +125.5% | 3,921 | $148,606 |
| Russell Investments Group, Ltd. | +2,167 +505.1% | 2,596 | $98,388 |
| Citadel Advisors LLC Hedge fund | +2,029 +33.1% | 8,155 | $309,075 |
| Citigroup Inc | +1,959 +915.4% | 2,173 | $82,357 |
| Bank Of New York Mellon Corp | +1,389 +14.8% | 11K | $407,490 |
| Charles Schwab Investment Management Inc Index funds | +1,026 +8.2% | 13K | $510,513 |
| Royal Bank Of Canada | +460 New position | 460 | $17,000 |
| Dimensional Fund Advisors LP | +343 +1.0% | 36K | $1.4M |
| M3F, Inc. | +257 +0.1% | 172K | $6.5M |
| Rhumbline Advisers Index funds | +175 +5.2% | 3,548 | $134,465 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +5,629 New position | 5,629 | $213,344 |
| Citadel Advisors LLC Hedge fund | +2,029 +33.1% | 8,155 | $309,075 |
| Alliancebernstein L.P. Active manager | +120 0.0% | 254K | $8.7M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Goldman Sachs Group Inc | −4,319 −17.8% | 20K | $755,385 |
| Bridgeway Capital Management, LLC Active manager | −3,500 −5.3% | 62K | $2.4M |
| Fourthstone LLC | −2,162 −21.1% | 8,083 | $311,479 |
| Bank Of America Corp | −1,829 −24.7% | 5,588 | $211,785 |
| Vanguard Fiduciary Trust Co Index funds | −1,797 −5.5% | 31K | $1.2M |
| Renaissance Technologies LLC Hedge fund | −1,700 −3.1% | 54K | $2M |
| Manufacturers Life Insurance Company, The | −1,634 −1.0% | 154K | $5.8M |
| State Street Corp Index funds | −1,426 −2.9% | 48K | $1.8M |
| American Century Companies Inc Active manager | −1,422 −9.8% | 13K | $498,347 |
| Empowered Funds, LLC | −1,000 −2.7% | 36K | $1.4M |
| Rockefeller Capital Management L.P. | −603 −38.3% | 973 | $36,877 |
| Barclays PLC | −465 −5.4% | 8,205 | $310,970 |
| Tower Research Capital LLC (TRC) | −456 −40.7% | 664 | $25,166 |
| UBS Group AG | −390 −30.2% | 902 | $34,186 |
| Janney Montgomery Scott LLC | −263 −0.1% | 305K | $11.6M |
| California State Teachers Retirement System | −182 −74.0% | 64 | $2,426 |
| Metlife Investment Management, LLC | −181 −6.2% | 2,752 | $104,301 |
| Federated Hermes, Inc. Active manager | −98 Sold out | 0 | — |
| Connor, Clark & Lunn Investment Management Ltd. | −69 −0.7% | 9,258 | $350,878 |
| Sterling Capital Management LLC | −67 −43.8% | 86 | $3,259 |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Bridgeway Capital Management, LLC Active manager | −3,500 −5.3% | 62K | $2.4M |
| Renaissance Technologies LLC Hedge fund | −1,700 −3.1% | 54K | $2M |
| American Century Companies Inc Active manager | −1,422 −9.8% | 13K | $498,347 |
| Federated Hermes, Inc. Active manager | −98 Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| LPL Financial LLC | 9,716 | $368,236 |
| Abundance Wealth Counselors | 8,411 | $318,777 |
| AQR Capital Management LLCHedge fund | 5,629 | $213,344 |
| Royal Bank Of Canada | 460 | $17,000 |
| Arax Advisory Partners | 81 | $3,070 |
| Integrated Wealth Concepts LLC | 42 | $1,594 |
| True Wealth Design, LLC | 1 | $38 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Federated Hermes, Inc.Active manager | 98 | $3,350 |
| Steigerwald, Gordon & Koch Inc. | 49 | $1,659 |
| Root Financial Partners, LLC | 1 | $34 |
Who holds the shares
- Institutions reporting
- 81
- Ten largest holders
- 72.1% of 13F-reported shares
- Index fund managers
- 33.0% of 13F-reported shares
- Active managers and hedge funds
- 18.4% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 3 | 4 | 1 | 1 | +1,058 | +0.3% |
| Index fund managers | 7 | 2 | 0 | 0 | +47K | +6.6% |
| Other institutions | 18 | 19 | 6 | 2 | +23K | +2.1% |
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