Janney Montgomery Scott LLC
Position in CBFV — CB Financial Services, Inc.
CIK 1329948
PHILADELPHIA, PA
Position in CBFV
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,563,214
+$1,125,976 QoQ
Shares Held
305,098
-0.1% QoQ
Ownership
6.00%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1
of 80 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CBFV Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $408,373,769 across 87 Banks - Regional names. CBFV ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
618,232 | $152,221,083 | |
| 2 | TFC |
Truist Financial Corp
|
887,375 | $44,209,022 | |
| 3 | MTB |
M&T Bank Corp
|
83,442 | $19,860,030 | |
| 4 | EWBC |
East West Bancorp Inc
|
153,779 | $19,851,331 | |
| 5 | LYG |
Lloyds Banking Group plc
|
3,093,483 | $18,035,005 | |
| 6 | FITB |
Fifth Third Bancorp
|
272,386 | $15,354,398 | |
| 7 | USB |
US Bancorp De
|
247,081 | $14,923,692 | |
| 8 | CBFV |
CB Financial Services, Inc.
This page
|
305,098 | $11,563,214 |
All Filings in CBFV
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,563,214 | 305,098 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,437,238 | 305,361 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $11,099,040 | 318,389 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,991,978 | 330,984 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $9,703,167 | 340,462 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,577,578 | 336,646 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $10,088,625 | 352,996 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,203,694 | 364,939 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $8,084,997 | 356,796 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,600,477 | 305,295 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,785,512 | 326,985 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $6,920,353 | 323,381 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,441,074 | 311,163 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,525,260 | 254,503 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $5,271,908 | 246,006 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,284,894 | 242,872 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $5,574,913 | 243,872 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,071,928 | 252,997 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $6,129,834 | 254,667 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $6,006,998 | 256,162 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $5,787,130 | 261,270 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $5,847,852 | 264,250 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $5,332,665 | 266,500 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,021,169 | 263,164 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $5,755,657 | 263,779 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,931,117 | 255,366 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||