CBFV — CB FINANCIAL SVCS INC COMMON

Ownership history in Janney Montgomery Scott LLC  ·  68 quarters on record

AI Ownership Summary

Janney Montgomery Scott LLC reported CB FINANCIAL SVCS INC COMMON (CBFV) in 68 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows CBFV at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CBFV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Janney Montgomery Scott LLC's position in CB FINANCIAL SVCS INC COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CBFV was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CBFV stock page Janney Montgomery Scott LLC fund profile Janney Montgomery Scott LLC full holdings
How Janney Montgomery Scott LLC held CBFV — position size vs. price
% of Fund (quarterly)    CBFV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 318,389 -12,595 -3.8% 0.03% $11.1M 2026-02-14 (Est.) $36.83
2025 Q3 REDUCED 330,984 -9,478 -2.8% 0.03% $11.0M 2025-10-27 $33.02
2025 Q2 ADDED 340,462 +3,816 +1.1% 0.03% $9.7M 2025-07-17 $27.25
2025 Q1 REDUCED 336,646 -16,350 -4.6% 0.03% $9.6M 2025-04-17 $27.73
2024 Q4 REDUCED 352,996 -11,943 -3.3% 0.03% $10.1M 2025-01-17 $27.17
2024 Q3 ADDED 364,939 +8,143 +2.3% 0.03% $10.2M 2024-10-29 $27.24
2024 Q2 ADDED 356,796 +51,501 +16.9% 0.02% $8.1M 2024-07-25 $23.57
2024 Q1 REDUCED 305,295 -21,690 -6.6% 0.02% $6.6M 2024-05-01 $20.79
2023 Q4 ADDED 326,985 +3,604 +1.1% 0.03% $7.8M 2024-02-08 $20.77
2023 Q3 ADDED 323,381 +12,218 +3.9% 0.03% $6.9M 2023-11-08 $19.41
58 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CBFV

As of 2025 Q4 — sorted by position size

M3F, Inc. 3Y 7Y 1.57% S&T BANK/PA 3Y 7Y 0.37% SALZHAUER MICHAEL 3Y 7Y 0.27% ENDEAVOUR CAPITAL ADVISORS INC 3Y 7Y 0.26% De Lisle Partners LLP 0.15% Waldron Private Wealth LLC 3Y 7Y 0.08% Fourthstone LLC 3Y 0.07% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.05% Wilmington Savings Fund Society, FSB 3Y 7Y 0.03% HAZLETT, BURT & WATSON, INC. 3Y 0.01%

FAQ About Janney Montgomery Scott LLC and CBFV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Janney Montgomery Scott LLC reported owning CBFV?

Janney Montgomery Scott LLC reported CBFV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CBFV position in Janney Montgomery Scott LLC's portfolio?

The largest reported portfolio weight for CBFV was 0.03% in 2024 Q3.

What is the latest reported CBFV position on this page?

The most recent filing on this page is 2025 Q4, when Janney Montgomery Scott LLC reported 318,389 shares, equal to 0.03% of portfolio, with an estimated market value of $11.1M.

What does the chart on this CBFV ownership page compare?

The chart compares Janney Montgomery Scott LLC's quarterly CBFV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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