CBFV at a glance
CB Financial Services, Inc. (CBFV, SEC CIK 1605301) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 16, 2026 and Form 4 insider filings as recently as August 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), CB Financial Services, Inc. (CBFV) reported revenue of $75.9 million (down 0.3% from FY2024) and net income of $4.9 million. Diluted EPS was $0.92.
- As of June 30, 2026, 20 institutional investment managers tracked by SignalX reported holding CB Financial Services, Inc. (CBFV) shares worth $29.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Cobain Stephen on August 14, 2026 of 8 shares at $37.40 per share.
- In the last 90 days, CBFV insiders reported 0 open-market purchases ($0) and 4 open-market sales ($93K) on Form 4, a net sale of $93K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $75.9M
- −0.3% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$93K
- 13F holders
- 20 funds
- $29.4M · +1 vs prior quarter
- Latest 8-K
- Sep 16, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Net interest and dividend income $14.5M, up 15.9% YoY from $12.5M
- Net income $4.3M, up $352K YoY from $3.9M
- Net interest margin 3.68% vs 3.54% YoY
- Loans $1.18B, up 1.5%, led by commercial real estate up $19.6M and construction up $13.5M
- Cash $76.1M, up 140.1%; securities purchases $84.9M and dividends $2.8M; Specialty Treasury onboarding drove deposits growth
Risk Factors
- No Risk Factors section provided; supplied text covers equity repurchases, defaults, mine safety, insider trading arrangements, and exhibits
- Share repurchase program: 773 shares purchased at $33.95 during June 2026
- Remaining repurchase authorization: $1,250,000 after June purchases
- No director or executive officer adopted or terminated Rule 10b5-1 trading arrangements during the quarter
AI summary of the CBFV 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Share repurchase authorization extended through August 31, 2027, from September 30, 2026
- Program permits up to $5.0 million in common-stock buybacks
Item 5.02: Departure/Appointment of Directors or Principal Officers
- New contracts retain CEO John Montgomery and Chief Banking Officer Bruce Sharp through April 30, 2029, with annual 36-month renewals subject to board approval
- Annual base salaries: Montgomery $495,000; Sharp $294,500
Item 8.01: Other Events
- Quarterly cash dividend of $0.28 per common share declared
- Record date August 14, 2026; payment scheduled on or about August 28, 2026
Item 2.02: Results of Operations and Financial Condition
- Q2 and first-half 2026 financial results announced for periods ended June 30, 2026
- Results press release furnished as Exhibit 99.1, containing the substantive financial figures
Item EX-99.1: Item EX-99.1
- Q2 net income $4.3M, up from $3.9M YoY; diluted EPS $0.80 versus $0.74
- Net interest income rose 15.9% YoY to $14.5M, while NIM declined sequentially to 3.68% from 3.83%
AI summaries of CBFV 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CBFV
Don't miss the next CBFV filing
- Alerts as it files. A push when CBFV files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CBFV, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SWIATEK JOHN | M | Aug 14, 2026 | 1,400 | - |
| Cobain Stephen | Sell | Aug 14, 2026 | 8 | $37.40 |
| Cobain Stephen | M | Aug 14, 2026 | 1,500 | $22.48 |
| Cobain Stephen | M | Aug 14, 2026 | 1,500 | - |
| Cobain Stephen | Sell | Aug 14, 2026 | 1,176 | $37.06 |
| Cobain Stephen | Sell | Aug 14, 2026 | 316 | $37.25 |
| SWIATEK JOHN | M | Aug 14, 2026 | 1,400 | $26.45 |
| SWIATEK JOHN | Sell | Aug 14, 2026 | 1,000 | $37.06 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $62.2M | $76.1M | $75.9M |
| Net Income | $22.6M | $12.6M | $4.9M |
| Net Margin | 36.2% | 16.5% | 6.5% |
| Balance Sheet | |||
| Total Assets | $1.5B | $1.5B | $1.5B |
| Equity | $139.8M | $147.4M | $157.5M |
| ROE | 16.1% | 8.5% | 3.1% |
| Per Share | |||
| EPS | - | $2.38 | $0.92 |
| Cash Flow | |||
| Operating CF | $14.2M | $6.8M | $17.8M |
| CapEx | $3.3M | $3.3M | $650K |
Source: XBRL data in CB Financial Services, Inc. (CBFV)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CBFV share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 20 | $29.4M |
| Q1 2026 | 19 | $24.8M |
| Q4 2025 | 18 | $26.8M |
| Q3 2025 | 17 | $24.8M |
| Q2 2025 | 16 | $15.9M |
| Q1 2025 | 14 | $8.0M |
| Q4 2024 | 9 | $5.1M |
| Q3 2024 | 6 | $2.7M |
- BlackRock+27.1K (+11%)
- Morgan Stanley+6.8K (+77%)
- Vanguard Portfolio Management LLC+4.7K (+17%)
- Vanguard Capital Management LLC+4.4K (+2%)
- Northern Trust+2.2K (+6%)
- Goldman Sachs Group−4.3K (-18%)
- Bank of America Corp−1.8K (-25%)
- Renaissance Technologies LLC−1.7K (-3%)
- State Street Corp−1.4K (-3%)
- PNC Financial Services−9 (-38%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 119 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CBFV filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 27, 2026 | - | - | |
| 8-K | Jul 27, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
| 8-K | May 20, 2026 | - | Analysis | |
| SC 13G | May 18, 2026 | - | - | |
| 10-Q | May 12, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 11, 2026 | - | Analysis | |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 10-K | Mar 13, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Feb 23, 2026 | - | - | - |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 9, 2026 | - | - | |
| 8-K | Jan 27, 2026 | - | - | |
| SC 13G | Jan 21, 2026 | - | - | |
| 8-K | Dec 31, 2025 | - | - |
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CBFV SEC filings: frequently asked questions
Are CBFV insiders buying or selling?
In the last 90 days, CB Financial Services, Inc. (CBFV) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $92,713 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CBFV stock?
As of June 30, 2026, the largest CB Financial Services, Inc. (CBFV) holders among the 13F filers tracked by SignalX were BlackRock ($10.6 million), Vanguard Capital Management LLC ($7.5 million), Renaissance Technologies LLC ($2.0 million), State Street Corp ($1.8 million), Dimensional Fund Advisors ($1.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CBFV's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CB Financial Services, Inc. (CBFV) reported revenue of $75.9 million (down 0.3% from FY2024) and net income of $4.9 million. Diluted EPS was $0.92. The figures come from the XBRL data in the 10-K.
What did CBFV report in its latest 8-K?
CB Financial Services, Inc. (CBFV) filed an 8-K on September 16, 2026 reporting Item 8.01 (Other Events). Share repurchase authorization extended through August 31, 2027, from September 30, 2026.
What are the latest CBFV SEC filings?
CB Financial Services, Inc. (CBFV) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 16, 2026 and a Form 4 insider filing on August 17, 2026.
What is CBFV's SEC CIK number?
CB Financial Services, Inc. (CBFV)'s SEC Central Index Key (CIK) is 1605301. EDGAR lists every CBFV filing under that number.
Ask anything about CBFV
The research agent reads CBFV's filings, financials, insider trades and 13F holders, then answers with sources.