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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, Q1 2021

Institutional positions in SB Financial Group, Inc. as of Mar 31, 2021. 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
51
No complete 13F data for Q4 2020
Shares held
3.64M
No complete 13F data for Q4 2020
Total value
$66.4M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 51 institutions
Q1 2021: 51 institutionsQ2 2021: 45 institutionsQ3 2021: 39 institutionsQ4 2021: 38 institutionsQ1 2022: 38 institutionsQ2 2022: 35 institutionsQ3 2022: 37 institutionsQ4 2022: 39 institutionsQ1 2023: 41 institutionsQ2 2023: 38 institutionsQ3 2023: 38 institutionsQ4 2023: 38 institutionsQ1 2024: 36 institutionsQ2 2024: 40 institutionsQ3 2024: 41 institutionsQ4 2024: 43 institutionsQ1 2025: 44 institutionsQ2 2025: 61 institutionsQ3 2025: 74 institutionsQ4 2025: 72 institutionsQ1 2026: 77 institutionsQ2 2026: 73 institutions
Value heldQ1 2021: $66.4M
Q1 2021: $66.4MQ2 2021: $56.8MQ3 2021: $55.7MQ4 2021: $68.7MQ1 2022: $69.7MQ2 2022: $59.8MQ3 2022: $58.8MQ4 2022: $58.9MQ1 2023: $48.3MQ2 2023: $43.2MQ3 2023: $45.5MQ4 2023: $51.2MQ1 2024: $45.9MQ2 2024: $47.1MQ3 2024: $69.3MQ4 2024: $73.1MQ1 2025: $71.1MQ2 2025: $67.6MQ3 2025: $65.7MQ4 2025: $74.2MQ1 2026: $71.5MQ2 2026: $81.0M
Institutions holding SBFG and their total value by quarter
QuarterHoldersValue
Q2 202673$81.0M
Q1 202677$71.5M
Q4 202572$74.2M
Q3 202574$65.7M
Q2 202561$67.6M
Q1 202544$71.1M
Q4 202443$73.1M
Q3 202441$69.3M
Q2 202440$47.1M
Q1 202436$45.9M
Q4 202338$51.2M
Q3 202338$45.5M
Q2 202338$43.2M
Q1 202341$48.3M
Q4 202239$58.9M
Q3 202237$58.8M
Q2 202235$59.8M
Q1 202238$69.7M
Q4 202138$68.7M
Q3 202139$55.7M
Q2 202145$56.8M
Q1 202151$66.4M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding SB Financial Group, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SBFG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
EJF Capital LLC500,000$9.13M0.66%––
Manufacturers Life Insurance Company, The446,881$8.16M0.01%––
Alliancebernstein L.P.400,586$7.32M0.00%––
BlackRock Inc.380,881$6.96M0.00%––
Punch & Associates Investment Management, Inc.327,933$5.99M0.36%––
Cutler Capital Management, LLC299,004$5.46M2.22%––
Vanguard Group Inc267,160$4.88M0.00%––
Pinnacle Holdings, LLC157,005$2.87M1.33%––
Dimensional Fund Advisors LP129,668$2.37M0.00%––
State Street Corp109,688$2.00M0.00%––
Geode Capital Management, LLC92,309$1.69M0.00%––
Northern Trust Corp66,662$1.22M0.00%––
Bridgeway Capital Management, LLC59,020$1.08M0.02%––
BHZ Capital Management, LP50,995$931.0K0.30%––
Wells Fargo & Company34,025$621.0K0.00%––
First Manhattan Co33,931$619.0K0.00%––
Gendell Jeffrey L31,045$567.0K0.06%––
Bank of New York Mellon Corp26,280$480.0K0.00%––
Renaissance Technologies LLC24,400$446.0K0.00%––
Venture Visionary Partners LLC24,113$440.0K0.04%––
JPMorgan Chase & Co21,699$397.0K0.00%––
Goldman Sachs Group Inc20,629$377.0K0.00%––
Charles Schwab Investment Management Inc16,400$300.0K0.00%––
Wellington Management Group LLP15,406$281.0K0.00%––
Cutter & CO Brokerage, Inc.11,400$208.0K0.05%––
Nuveen Asset Management, LLC11,319$207.0K0.00%––
California State Teachers Retirement System10,498$192.0K0.00%––
Bank of America Corp8,236$150.0K0.00%––
Morgan Stanley7,284$133.0K0.00%––
Huntington National Bank7,000$128.0K0.00%––
Royal Bank of Canada6,641$122.0K0.00%––
New York State Common Retirement Fund6,500$119.0K0.00%––
Barclays PLC5,679$104.0K0.00%––
Deutsche Bank AG4,602$84.0K0.00%––
American International Group, Inc.3,960$72.0K0.00%––
BNP Paribas Arbitrage, SA3,544$64.7K0.00%––
LSV Asset Management3,300$60.0K0.00%––
UBS Group AG2,809$51.0K0.00%––
The PNC Financial Services Group, Inc.1,810$33.0K0.00%––
Endurance Wealth Management, Inc.958$17.0K0.00%––
Tower Research Capital LLC (TRC)819$15.0K0.00%––
IFP Advisors, Inc639$12.0K0.00%––
Legal & General Group Plc627$11.0K0.00%––
Ameritas Investment Partners, Inc.627$11.0K0.00%––
Meeder Asset Management Inc568$10.0K0.00%––
Citigroup Inc452$8.00K0.00%––
STRS Ohio300$5.00K0.00%––
Panagora Asset Management Inc258$5.00K0.00%––
Bank of Montreal206$4.00K0.00%––
Captrust Financial Advisors56$1.00K0.00%––
FMR LLC1$00.00%––