Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CB FINL SVCS INC (CBFV)

71 + Investors. Track Smart Money conviction in CBFV. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
5Q ▲
Buyers last Q
47%

Smart Money Signals — CBFV

Based on 71 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added CBFV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
71 hedge funds hold CBFV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +61% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+61% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 47% buying

26 buying29 selling
Last quarter: 29 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 8 → 15 → 15 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 13% medium 25% new
44 out of 71 hedge funds have held CBFV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~8 new funds/quarter

9 → 8 → 15 → 15 → 8 new funds/Q
New funds entering each quarter: 8 → 15 → 15 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 6% 1-2yr 27% new
Of 71 current holders: 48 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
23 of 71 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CBFV

How many hedge funds hold CBFV — quarterly history vs. share price
Quarterly hedge fund ownership of CBFV vs. share price

Market Analysis: CBFV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CBFV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: CBFV
2026 Q1 Stats Unlock in 16 days 71 + Investors

Track Smart Money conviction in CBFV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 71 66 7.58%
13F Shares 2M 2M -1.29%
Total Value $78M $75M 3.61%
New Positions 8 15 -7
Increased Positions 18 18 -
Closed Positions 3 4 -1
Reduced Positions 26 19 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CBFV

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Institutional Holders (2026 Q1)

71 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CBFV. Verified SEC 13F-HR filings.

Top 14 institutional holders of CBFV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 M3F, Inc. 1.45% 171,439 $6K
2 Waldron Private Wealth LLC 0.08% 60,306 $2.1M
3 Wilmington Savings Fund Society, FSB 0.03% 33,642 $1.1M
4 Janney Montgomery Scott LLC 0.03% 305,361 $10K
5 WESBANCO BANK INC 0.01% 13,307 $455K
6 Police & Firemen's Retirement System of New Jersey 0.00% 1,056 $36K
7 FIFTH THIRD BANCORP 0.00% 4,650 $159K
8 Steigerwald, Gordon & Koch Inc. 0.00% 49 $2K
9 Roble, Belko & Company, Inc 0.00% 22
10 GAMMA Investing LLC 0.00% 73 $2K
11 Sterling Capital Management LLC 0.00% 153 $5K
12 Farther Finance Advisors, LLC 0.00% 75 $3K
13 IFP Advisors, Inc 0.00% 16
14 Root Financial Partners, LLC 0.00% 1
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CB FINL SVCS INC (CBFV)

What does the Smart Money Trend signal show for CBFV?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added CBFV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CBFV?

More sellers than buyers — 47% buying: Last quarter: 29 funds reduced or exited vs 26 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CBFV holders?

Strong quality — 38% AUM from major funds: 23 of 71 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CBFV?

62% of holders stayed for 2+ years: 44 out of 71 hedge funds have held CBFV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.