CB Financial Services Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:CBFV Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
23 Feb 26	SellUS$4,730	Steven Cobain	Individual	140	US$33.92
23 Feb 26	SellUS$1,825	Amanda Engles	Individual	54	US$33.92
18 Nov 25	BuyUS$32,800	Bruce Sharp	Individual	1,000	US$32.80

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CBFV?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	2,200	0.0434%
Individual Insiders	462,662	9.12%
Institutions	2,232,490	44%
General Public	2,375,259	46.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 45.88% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.02%	Janney Montgomery Scott LLC	305,361	US$11.6m	-4.09%	0.03%
5%	AllianceBernstein L.P.	253,883	US$9.7m	1.58%	no data
4.99%	BlackRock, Inc.	253,195	US$9.7m	-0.43%	no data
3.83%	Vanguard Capital Management, LLC	194,215	US$7.4m	0%	no data
3.38%	M3F, Inc.	171,439	US$6.5m	4.53%	1.3%
3.07%	Manulife Asset Management	155,799	US$5.9m	-0.97%	no data
2.75%	John LaCarte	139,620	US$5.3m	0.54%	no data
2.07%	Geode Capital Management, LLC	105,157	US$4.0m	-0.8%	no data
2.02%	Bridgeway Capital Management, LLC	102,680	US$3.9m	-1.91%	0.05%
1.58%	Ralph Burchianti	80,197	US$3.1m	1.55%	no data
1.19%	Waldron Private Wealth, LLC	60,306	US$2.3m	0%	0.08%
1.1%	Renaissance Technologies LLC	55,599	US$2.1m	-2.25%	no data
1.01%	David Pollock	51,295	US$2.0m	1.48%	no data
0.98%	State Street Global Advisors, Inc.	49,806	US$1.9m	-1.72%	no data
0.89%	John Montgomery	45,037	US$1.7m	-3.14%	no data
0.71%	Dimensional Fund Advisors LP	36,085	US$1.4m	-1.25%	no data
0.67%	Northern Trust Global Investments	34,023	US$1.3m	5.82%	no data
0.66%	De Lisle Partners Llp	33,674	US$1.3m	-1.17%	0.15%
0.66%	The Bryn Mawr Trust Company	33,642	US$1.3m	0%	0.03%
0.66%	S&T Bank, Wealth Management Group	33,642	US$1.3m	0%	0.37%
0.64%	Vanguard Fiduciary Trust Company	32,681	US$1.2m	18.7%	no data
0.52%	Vanguard Portfolio Management, LLC	26,625	US$1.0m	0%	no data
0.49%	Charles Guthrie	24,746	US$943.8k	-3.37%	no data
0.48%	Mark Fox	24,342	US$928.4k	3.18%	no data
0.48%	Endeavour Capital Advisors Inc.	24,166	US$921.7k	-9.98%	0.19%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/07/05 12:19
End of Day Share Price	2026/07/02 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

CB Financial Services, Inc. is covered by 5 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Daniel Cardenas	Brean Capital Historical (Janney Montgomery)
null null	D.A. Davidson & Co.
Jacob Civiello	D.A. Davidson & Co.