Waldron Private Wealth LLC
Position in CBFV — CB Financial Services, Inc.
CIK 1598180
BRIDGEVILLE, PA
Position in CBFV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,285,597
+$224,338 QoQ
Shares Held
60,306
0.0% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#9
of 80 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CBFV Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Waldron Private Wealth LLC holds $47,529,323 across 13 Banks - Regional names. CBFV ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,140,201 | $23,180,286 | |
| 2 | CBU |
Community Financial System, Inc.
|
122,062 | $8,192,801 | |
| 3 | STBA |
S&T Bancorp Inc
|
123,942 | $6,083,073 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
72,399 | $3,318,046 | |
| 5 | CBFV |
CB Financial Services, Inc.
This page
|
60,306 | $2,285,597 | |
| 6 | MTB |
M&T Bank Corp
|
6,500 | $1,547,065 | |
| 7 | TMP |
Tompkins Financial Corp
|
8,841 | $835,651 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
3,014 | $742,107 |
All Filings in CBFV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,285,597 | 60,306 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,061,259 | 60,306 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,102,267 | 60,306 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,002,762 | 60,306 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,718,721 | 60,306 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,715,705 | 60,306 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,447,090 | 120,612 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,686,155 | 60,306 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,366,533 | 60,306 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,303,815 | 60,306 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,435,885 | 60,306 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $1,290,548 | 60,306 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $1,248,334 | 60,306 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $1,309,243 | 60,306 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $1,292,357 | 60,306 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,312,258 | 60,306 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,378,595 | 60,306 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,447,344 | 60,306 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,451,565 | 60,306 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,414,175 | 60,306 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,335,777 | 60,306 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,334,571 | 60,306 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,206,723 | 60,306 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,150,638 | 60,306 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,315,876 | 60,306 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,164,508 | 60,306 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||