Ownership history in Waldron Private Wealth LLC Β· 37 quarters on record
This page tracks every 13F SEC filing in which Waldron Private Wealth LLC reported a position in CB Finacial Services Inc (CBFV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Waldron Private Wealth LLC outperformed the S&P 500 by +2.4% annually on this CBFV position. Timing score: 29% (2/7 decisions correct). Average cost basis: $27.45. Maximum drawdown during holding period: β40.3%.
β
Outperformed SPY on this position by 2.4% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct
Best entry: $22.80 (2018 Q3) Β· Worst: $27.46 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 5 trims. Bought during 1 of 11 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.08% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size