MORGAN STANLEY

Position in CBFV — CB Financial Services, Inc.

CIK 895421 NEW YORK, NY

Position in CBFV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$594,990

+$292,432 QoQ

Shares Held

15,699

+77.3% QoQ

Ownership

0.309%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#23

of 80 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,937,324,199 across 309 Banks - Regional names. CBFV ranks #258 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	30,552,978	$1,845,399,864
2	FITB	Fifth Third Bancorp	29,374,537	$1,655,842,642
3	IBN	Icici Bank Ltd	54,395,929	$1,579,113,812
4	NU	Nu Holdings Ltd.	117,966,561	$1,576,033,245
5	HDB	Hdfc Bank Ltd	53,273,199	$1,376,046,720
6	PNC	Pnc Financial Services Group, Inc.	5,130,246	$1,263,169,160
7	TFC	Truist Financial Corp	22,539,416	$1,122,913,697
8	CFG	Citizens Financial Group Inc/Ri	12,264,969	$859,406,370

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$594,990	15,699	+77.3%	Shares	Defined	2026-08-13
2026-03-31	$302,558	8,852	-14.8%	Shares	Defined	2026-05-15
2025-12-31	$362,054	10,386	+14.6%	Shares	Defined	2026-05-27
2025-09-30	$300,947	9,062	-35.2%	Shares	Defined	2026-05-27
2025-06-30	$398,401	13,979	+34.4%	Shares	Defined	2025-08-15
2025-03-31	$295,876	10,400	+27.0%	Shares	Defined	2025-05-15
2024-12-31	$234,068	8,190	+12.7%	Shares	Defined	2025-05-15
2024-09-30	$203,155	7,266	-21.4%	Shares	Defined	2025-05-14
2024-06-30	$209,466	9,244	+46.5%	Shares	Defined	2025-05-14
2024-03-31	$136,420	6,310	+2.3%	Shares	Defined	2024-10-17
2023-12-31	$146,907	6,170	-5.8%	Shares	Defined	2024-08-16
2023-09-30	$140,212	6,552	-3.7%	Shares	Defined	2023-11-15
2023-06-30	$140,862	6,805	-14.6%	Shares	Defined	2023-08-14
2023-03-31	$172,985	7,968	-15.8%	Shares	Defined	2023-05-15
2022-12-31	$202,854	9,466	-18.5%	Shares	Defined	2023-02-14
2022-09-30	$252,654	11,611	-5.1%	Shares	Defined	2022-11-14
2022-06-30	$279,735	12,237	+7.4%	Shares	Defined	2022-10-27
2022-03-31	$273,528	11,397	-2.6%	Shares	Defined	2022-10-27
2021-12-31	$281,593	11,699	-9.1%	Shares	Defined	2022-02-14
2021-09-30	$301,660	12,864	-22.6%	Shares	Defined	2021-11-15
2021-06-30	$368,352	16,630	+26.9%	Shares	Defined	2021-08-23
2021-03-31	$289,968	13,103	-6.8%	Shares	Defined	2021-05-17
2020-12-31	$281,379	14,062	+41.3%	Shares	Defined	2021-02-16
2020-09-30	$189,844	9,950	-11.8%	Shares	Defined	2020-11-13
2020-06-30	$246,236	11,285	+9.1%	Shares	Defined	2020-08-14
2020-03-31	$199,800	10,347	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.