SB Financial Group, Inc.
SBFG- Exchange
- Nasdaq
- Industry
- State Commercial Banks
- SEC CIK
- 0000767405
In the last 90 days, SB Financial Group, Inc. insiders filed 0 open-market purchases and 1 sale; 73 institutions reported holding it in 13F filings for Q2 2026, worth $81.0M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in SB Financial Group, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 73
- −3 vs. Q1 2026
- Shares held
- 3.21M
- −193.9K (−5.7%) vs. Q1 2026
- Total value
- $81.0M
- +$9.48M (+13.3%) vs. Q1 2026
- New holders
- 13
- 24 more added
- Sold out
- 16
- 21 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SBFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 73 | $81.0M |
| Q1 2026 | 77 | $71.5M |
| Q4 2025 | 72 | $74.8M |
| Q3 2025 | 74 | $65.8M |
| Q2 2025 | 61 | $67.8M |
| Q1 2025 | 44 | $71.1M |
| Q4 2024 | 43 | $73.1M |
| Q3 2024 | 41 | $69.3M |
| Q2 2024 | 40 | $47.1M |
| Q1 2024 | 36 | $46.4M |
| Q4 2023 | 38 | $51.2M |
| Q3 2023 | 38 | $45.5M |
| Q2 2023 | 38 | $47.7M |
| Q1 2023 | 41 | $48.3M |
| Q4 2022 | 39 | $58.9M |
| Q3 2022 | 37 | $58.8M |
| Q2 2022 | 35 | $59.8M |
| Q1 2022 | 38 | $69.7M |
| Q4 2021 | 38 | $68.7M |
| Q3 2021 | 39 | $55.7M |
| Q2 2021 | 45 | $56.8M |
| Q1 2021 | 51 | $66.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 467,892 | $11.8M | 0.01% | −2,610−0.6% | Reduced |
| Cutler Capital Management, LLC | 387,852 | $9.80M | 2.55% | −2,285−0.6% | Reduced |
| Vanguard Capital Management LLC | 253,928 | $6.42M | 0.00% | −43,806−14.7% | Reduced |
| Strategic Value Bank Partners LLC | 243,628 | $6.16M | 4.31% | −30,535−11.1% | Reduced |
| Ameriprise Financial Inc | 241,463 | $6.10M | 0.00% | +241,463 | New |
| Dimensional Fund Advisors LP | 202,631 | $5.12M | 0.00% | +4,859+2.5% | Added |
| BlackRock, Inc. | 158,817 | $4.01M | 0.00% | −236,047−59.8% | Reduced |
| Pinnacle Holdings, LLC | 156,598 | $3.96M | 1.22% | −312−0.2% | Reduced |
| Truffle Hound Capital, LLC | 90,373 | $2.28M | 1.44% | +90,373 | New |
| Bridgeway Capital Management, LLC | 81,511 | $2.06M | 0.04% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 71,130 | $1.80M | 0.00% | −67,948−48.9% | Reduced |
| Goldman Sachs Group Inc | 58,053 | $1.47M | 0.00% | −27,494−32.1% | Reduced |
| Marshall Wace, LLP | 57,913 | $1.46M | 0.00% | +57,913 | New |
| Arrowstreet Capital, Limited Partnership | 48,869 | $1.23M | 0.00% | +17,868+57.6% | Added |
| Gendell Jeffrey L | 46,286 | $1.17M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 46,021 | $1.16M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 39,846 | $1.01M | 0.00% | +12,021+43.2% | Added |
| HSBC Holdings PLC | 38,138 | $927.5K | 0.00% | +6,306+19.8% | Added |
| First Manhattan Co | 35,627 | $900.3K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 35,570 | $898.9K | 0.00% | −1,944−5.2% | Reduced |
| PL Capital Advisors, LLC | 33,101 | $836.5K | 0.23% | +3,101+10.3% | Added |
| Morgan Stanley | 29,488 | $745.2K | 0.00% | +5,683+23.9% | Added |
| Barclays PLC | 27,374 | $691.7K | 0.00% | −163−0.6% | Reduced |
| Petiole USA ltd | 26,437 | $668.1K | 0.48% | −142,381−84.3% | Reduced |
| Citadel Advisors LLC | 25,775 | $651.3K | 0.00% | +11,100+75.6% | Added |
| Venture Visionary Partners LLC | 24,025 | $607.1K | 0.02% | +57+0.2% | Added |
| Valmark Advisers, Inc. | 23,083 | $583.3K | 0.01% | +166+0.7% | Added |
| Millennium Management LLC | 22,519 | $569.1K | 0.00% | +22,519 | New |
| State Street Corp | 21,950 | $554.7K | 0.00% | −50,460−69.7% | Reduced |
| AQR Capital Management LLC | 19,460 | $491.8K | 0.00% | +6,542+50.6% | Added |
| Acadian Asset Management LLC | 19,419 | $485.0K | 0.00% | +3,535+22.3% | Added |
| Princeton Capital Management LLC | 18,408 | $465.2K | 0.10% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 21,615 | $453.9K | 0.00% | +7,489+53.0% | Added |
| Northern Trust Corp | 13,885 | $350.9K | 0.00% | −35,627−72.0% | Reduced |
| Bank of America Corp | 13,762 | $347.8K | 0.00% | −5,871−29.9% | Reduced |
| UBS Group AG | 12,664 | $320.0K | 0.00% | +11,645+1,142.8% | Added |
| O'Shaughnessy Asset Management, LLC | 11,436 | $289.0K | 0.00% | −5,979−34.3% | Reduced |
| Quadrature Capital Ltd | 11,059 | $279.5K | 0.00% | +11,059 | New |
| Qube Research & Technologies Ltd | 9,921 | $250.7K | 0.00% | +9,921 | New |
| Jane Street Group, LLC | 9,813 | $248.0K | 0.00% | +9,813 | New |
| Squarepoint Ops LLC | 8,812 | $222.7K | 0.00% | +8,812 | New |
| Globeflex Capital L P | 7,085 | $179.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 6,798 | $171.8K | 0.04% | +6,798 | New |
| LSV Asset Management | 5,904 | $149.0K | 0.00% | +1,204+25.6% | Added |
| SJS Investment Consulting Inc. | 3,794 | $95.9K | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,972 | $75.1K | 0.00% | +1,245+72.1% | Added |
| Jones Financial Companies LLLP | 2,986 | $73.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,829 | $71.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,731 | $69.0K | 0.00% | +263+10.7% | Added |
| Wells Fargo & Company | 2,197 | $55.5K | 0.00% | −2,518−53.4% | Reduced |
| Rhumbline Advisers | 2,187 | $55.3K | 0.00% | −4,233−65.9% | Reduced |
| Los Angeles Capital Management LLC | 1,362 | $34.4K | 0.00% | +1,362 | New |
| Creative Financial Designs Inc | 705 | $17.8K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 326 | $7.97K | 0.00% | −2,071−86.4% | Reduced |
| Russell Investments Group, Ltd. | 270 | $6.82K | 0.00% | −345−56.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 263 | $6.65K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 187 | $4.72K | 0.00% | +182+3,640.0% | Added |
| FMR LLC | 83 | $2.10K | 0.00% | +60+260.9% | Added |
| Royal Bank of Canada | 75 | $2.00K | 0.00% | +75 | New |
| The PNC Financial Services Group, Inc. | 73 | $1.84K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 46 | $1.16K | 0.00% | +46 | New |
| Essential Partners LLC | 44 | $1.11K | 0.00% | −91−67.4% | Reduced |
| Allworth Financial LP | 40 | $1.01K | 0.00% | +24+150.0% | Added |
| Hantz Financial Services, Inc. | 38 | $1.00K | 0.00% | −190−83.3% | Reduced |
| Covestor Ltd | 28 | $1.00K | 0.00% | +2+7.7% | Added |
| EverSource Wealth Advisors, LLC | 24 | $606 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $430 | 0.00% | +12+240.0% | Added |
| GAMMA Investing LLC | 14 | $354 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $303 | 0.00% | +5+71.4% | Added |
| True Wealth Design, LLC | 9 | $228 | 0.00% | +4+80.0% | Added |
| SBI Securities Co., Ltd. | 5 | $126 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3 | $76 | 0.00% | +1+50.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 2 | $51 | 0.00% | +2 | New |
| Vanguard Portfolio Management LLC | 0 | $0 | 0.00% | −32,965−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −16,615−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −15,055−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −2,709−100.0% | Sold out |
| Police & Firemen's Retirement System of New Jersey | 0 | $0 | 0.00% | −1,532−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −606−100.0% | Sold out |
| Legal & General Group Plc | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Sterling Capital Management LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |