Comparable stake leader
BlackRock, Inc.
SEC ownership of CB Financial Services, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001605301.
Disclosed value leader
Janney Montgomery Scott LLC
Comparable rows
2/50
Latest evidence
03 Nov 2026
- Public ticker
- CBFV on Nasdaq
- Parsed ownership sources
-
13F, 13D/G, and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
BlackRock, Inc.
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
2 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
BlackRock, Inc.
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
03 Nov 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001605301
- Issuer location
- Carmichaels, PA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of CB Financial Services, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock, Inc.
Disclosed value leader
Janney Montgomery Scott LLC
Comparable rows
2/50
Latest evidence
03 Nov 2026
13F
13D/G
3/4/5
Lead comparable stake: 5.5%
48 rows are not safely comparable across share classes.
13D/G row: BlackRock, Inc.
Showing 1-8 of 50 holder rows.
Quick read
BlackRock, Inc. leads the comparable SEC ownership view at 5.5%.
2 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock, Inc.'s linked filing trail.
Comparable ownership
Top 2
BlackRock, Inc.
5.5%
ALLIANCEBERNSTEIN L.P.
5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
13D/G
Company
|
5.5%
Reported 13D/G
· 30 Jun 2026
|
$10,624,544
280,331 shares
|
— | 30 Jun 2026 |
| ALLIANCEBERNSTEIN L.P. |
13D/G
13F
Company
|
5%
Reported 13D/G
· 31 Mar 2026
|
$8,936,682
253,883 shares
|
+$139,427 | 31 Mar 2026 |
| Janney Montgomery Scott LLC |
13F
Company
|
—
denominator unverified
|
$11,563,000
305,098 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
—
denominator unverified
|
$7,527,054
198,603 shares
|
— | 30 Jun 2026 |
| M3F, Inc. |
13F
Company
|
—
denominator unverified
|
$6,507,000
171,696 shares
|
— | 30 Jun 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
Company
|
—
denominator unverified
|
$5,842,854
154,165 shares
|
— | 30 Jun 2026 |
| John J. LaCarte |
3/4/5
Director
|
—
denominator unverified
|
$4,819,682
139,620 shares
|
— | 16 Feb 2026 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$4,398,335
116,026 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$285,109.
Buys
$32,800
Insiders: 1
Sells
$317,909
Insiders: 5
Net
-$285,109
Shares: -7,509
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 1,000
Shares: 8,509
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 4,610 | $0 | $177,941 | -$177,941 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 1,986 | $0 | $68,518 | -$68,518 |
| 9-12 | 1,000 | 1,913 | $32,800 | $71,451 | -$38,651 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-18 of 18 reporting-owner rows connected to CB Financial Services, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
18
Largest Forms 3/4/5 holder
John J. LaCarte
Net 12M change
-$285.11K
Full value: -$285,110 · USD · 12-month changeLatest report
03 Nov 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| John J. LaCarte | Director | $4,819,682 | Mixed | 16 Feb 2026 | ||
| Ralph Burchianti | Director | $3,119,869 | Median | 03 Nov 2026 | ||
| David F. Pollock | Director | $1,847,627 | Median | 30 Oct 2026 | ||
| John Haines Montgomery | President and CEO, Director | $1,573,854 | Mixed | 17 Jun 2026 | ||
| Charles R. Guthrie | Director, Vice Chairman of the Board | $854,230 | -$71,451 | -7.7% | Mixed | 16 Feb 2026 |
| Mark E. Fox | Director, Chairman of the Board | $801,795 | Mixed | 16 Feb 2026 | ||
| Joseph N. Headlee | Director | $787,463 | Mixed | 16 Feb 2023 | ||
| John Swiatek | Director | $754,124 | -$37,060 | -4.7% | Mixed | 14 Aug 2026 |
| Jonathan Bedway | Director | $716,255 | Mixed | 16 Feb 2026 | ||
| Jennifer L. George | SEVP and COO | $643,177 | -$85,228 | -12% | Mixed | 02 Nov 2026 |
| Karl G. Baily | Director | $604,523 | Mixed | 17 Mar 2023 | ||
| Roberta Robinson Olejasz | Director | $523,805 | Mixed | 16 Feb 2026 | ||
| Richard B. Boyer | Director | $482,883 | Mixed | 16 Feb 2023 | ||
| Bruce A. Sharp | SEVP & Chief Comm Loan Officer | $465,958 | +$32,800 | +7.6% | Mixed | 20 Feb 2026 |
| Jamie L. Prah | EVP and CFO | $445,588 | Mixed | 16 Feb 2024 | ||
| William G. Petroplus | Director | $392,267 | Mixed | 16 Feb 2023 | ||
| Stephen Cobain | Chief Credit Officer | $295,391 | -$122,346 | -29% | Mixed | 14 Aug 2026 |
| Amanda L. Engles | EVP and CFO | $145,960 | -$1,825 | -1.2% | Mixed | 23 Feb 2026 |
Recent insider transactions for CB Financial Services, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Ralph Burchianti | CBFV | Common Stock | Options Exercise | 3.52% | 2,810 | 82,533 | 03 Nov 2026 | Direct | ||
| Ralph Burchianti | CBFV | Stock Options | Options Exercise | 0 | 0 | 03 Nov 2026 | Direct | |||
| Jennifer L. George | CBFV | Common Stock | Sale | -13.8% | -$85,228 | $40.39 | -2,110 | 13,140 | 02 Nov 2026 | Direct |
| Jennifer L. George | CBFV | Common Stock | Options Exercise | 16.1% | 2,110 | 15,250 | 02 Nov 2026 | Direct | ||
| Jennifer L. George | CBFV | Stock Options | Options Exercise | 0 | 0 | 02 Nov 2026 | Direct | |||
| David F. Pollock | CBFV | Common Stock | Options Exercise | 2.87% | 1,400 | 50,180 | 30 Oct 2026 | Direct | ||
| David F. Pollock | CBFV | Stock Options | Options Exercise | 0 | 0 | 30 Oct 2026 | Direct | |||
| John Swiatek | CBFV | Common Stock | Sale | -7.33% | -$37,060 | $37.06 | -1,000 | 12,644 | 14 Aug 2026 | Direct |
| John Swiatek | CBFV | Common Stock | Options Exercise | 11.4% | 1,400 | 13,644 | 14 Aug 2026 | Direct | ||
| John Swiatek | CBFV | Stock Options | Options Exercise | -100% | -1,400 | 0 | 14 Aug 2026 | Direct | ||
| Stephen Cobain | CBFV | Common Stock | Sale | -25.8% | -$55,653 | $37.10 | -1,500 | 4,313 | 14 Aug 2026 | Direct |
| Stephen Cobain | CBFV | Common Stock | Options Exercise | 34.8% | 1,500 | 5,813 | 14 Aug 2026 | Direct | ||
| Stephen Cobain | CBFV | Stock Options | Options Exercise | -30% | -1,500 | 3,500 | 14 Aug 2026 | Direct | ||
| John Haines Montgomery | CBFV | Common Stock | Options Exercise | 8.97% | 3,500 | 42,537 | 17 Jun 2026 | Direct | ||
| John Haines Montgomery | CBFV | Stock Options | Options Exercise | 0 | 1,000 | 17 Jun 2026 | Direct | |||
| Stephen Cobain | CBFV | Common Stock | Sale | -29.4% | -$61,963 | $34.58 | -1,792 | 4,313 | 05 Mar 2026 | Direct |
| Stephen Cobain | CBFV | Common Stock | Options Exercise | 41.6% | 1,792 | 6,105 | 05 Mar 2026 | Direct | ||
| Stephen Cobain | CBFV | Stock Options | Options Exercise | 0 | 2,688 | 05 Mar 2026 | Direct | |||
| Amanda L. Engles | CBFV | Common Stock | Sale | -2.56% | -$1,825 | $33.79 | -54 | 2,054 | 23 Feb 2026 | Direct |
| Stephen Cobain | CBFV | Common Stock | Sale | -3.14% | -$4,730 | $33.79 | -140 | 4,313 | 23 Feb 2026 | Direct |
| Bruce A. Sharp | CBFV | Common Stock | Tax liability | -30.1% | -2,920 | 6,787 | 20 Feb 2026 | Direct | ||
| Bruce A. Sharp | CBFV | Common Stock | Options Exercise | 73.4% | 4,110 | 9,707 | 20 Feb 2026 | Direct | ||
| Bruce A. Sharp | CBFV | Stock Options | Options Exercise | 0 | 1,280 | 20 Feb 2026 | Direct | |||
| Jennifer L. George | CBFV | Common Stock | Tax liability | -2.56% | -345 | 13,140 | 17 Feb 2026 | Direct | ||
| Bruce A. Sharp | CBFV | Common Stock | Tax liability | -3.52% | -204 | 5,597 | 17 Feb 2026 | Direct | ||
| David F. Pollock | CBFV | Common Stock | Award | 1.56% | 750 | 48,780 | 16 Feb 2026 | Direct | ||
| Jennifer L. George | CBFV | Common Stock | Award | 10.9% | 1,325 | 13,485 | 16 Feb 2026 | Direct | ||
| Amanda L. Engles | CBFV | Common Stock | Award | 169.2% | 1,325 | 2,108 | 16 Feb 2026 | Direct | ||
| John Haines Montgomery | CBFV | Common Stock | Award | 11.3% | 3,975 | 39,037 | 16 Feb 2026 | Direct | ||
| Stephen Cobain | CBFV | Common Stock | Award | 44.7% | 1,375 | 4,453 | 16 Feb 2026 | Direct | ||
| Bruce A. Sharp | CBFV | Common Stock | Award | 35.7% | 1,525 | 5,801 | 16 Feb 2026 | Direct | ||
| John J. LaCarte | CBFV | Common Stock | Award | 1.62% | 750 | 46,920 | 16 Feb 2026 | Direct | ||
| Mark E. Fox | CBFV | Common Stock | Award | 6.04% | 750 | 13,164 | 16 Feb 2026 | Direct | ||
| John Swiatek | CBFV | Common Stock | Award | 6.53% | 750 | 12,244 | 16 Feb 2026 | Direct | ||
| Jonathan Bedway | CBFV | Common Stock | Award | 3.75% | 750 | 20,749 | 16 Feb 2026 | Direct | ||
| Charles R. Guthrie | CBFV | Common Stock | Award | 4.39% | 750 | 17,845 | 16 Feb 2026 | Direct | ||
| Ralph Burchianti | CBFV | Common Stock | Award | 0.95% | 750 | 79,723 | 16 Feb 2026 | Direct | ||
| Roberta Robinson Olejasz | CBFV | Common Stock | Award | 5.99% | 750 | 13,264 | 16 Feb 2026 | Direct | ||
| Charles R. Guthrie | CBFV | Common Stock | Sale | -10.2% | -$71,451 | $37.35 | -1,913 | 16,796 | 06 Feb 2026 | Direct |
| Charles R. Guthrie | CBFV | Common Stock | Options Exercise | 15.5% | 2,515 | 18,709 | 06 Feb 2026 | Direct | ||
| Charles R. Guthrie | CBFV | Stock Options | Options Exercise | 0 | 0 | 06 Feb 2026 | Direct | |||
| Stephen Cobain | CBFV | Common Stock | Tax liability | -1.25% | -39 | 3,078 | 26 Dec 2025 | Direct | ||
| Jennifer L. George | CBFV | Common Stock | Tax liability | -1.02% | -125 | 12,160 | 19 Dec 2025 | Direct | ||
| John Haines Montgomery | CBFV | Common Stock | Options Exercise | 14.7% | 4,500 | 35,062 | 09 Dec 2025 | Direct | ||
| John Haines Montgomery | CBFV | Stock Options | Options Exercise | -50% | -4,500 | 4,500 | 09 Dec 2025 | Direct | ||
| Bruce A. Sharp | CBFV | Common Stock | Purchase | $32,800 | $32.80 | 1,000 | 1,000 | 18 Nov 2025 | By Mother's IRA |
* marks a reported price that did not pass the local price check.