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, Q3 2021
Institutional positions in SB Financial Group, Inc. as of Sep 30, 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
- 39
- −6 vs. Q2 2021
- Shares held
- 3.06M
- −5.96K (−0.2%) vs. Q2 2021
- Total value
- $55.7M
- −$1.12M (−2.0%) vs. Q2 2021
- New holders
- 1
- 13 more added
- Sold out
- 7
- 13 more reduced
Compare with Q2 2021: 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 | $74.2M |
| Q3 2025 | 74 | $65.7M |
| Q2 2025 | 61 | $67.6M |
| Q1 2025 | 44 | $71.1M |
| Q4 2024 | 43 | $73.1M |
| Q3 2024 | 41 | $69.3M |
| Q2 2024 | 40 | $47.1M |
| Q1 2024 | 36 | $45.9M |
| Q4 2023 | 38 | $51.2M |
| Q3 2023 | 38 | $45.5M |
| Q2 2023 | 38 | $43.2M |
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 458,008 | $8.33M | 0.01% | +3,497+0.8% | Added |
| EJF Capital LLC | 455,767 | $8.29M | 0.72% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 427,071 | $7.76M | 0.00% | +15,902+3.9% | Added |
| Cutler Capital Management, LLC | 373,334 | $6.79M | 2.56% | +17,050+4.8% | Added |
| Punch & Associates Investment Management, Inc. | 315,669 | $5.74M | 0.33% | +70.0% | Added |
| Vanguard Group Inc | 252,051 | $4.58M | 0.00% | +6,449+2.6% | Added |
| Pinnacle Holdings, LLC | 157,007 | $2.85M | 1.25% | +10.0% | Added |
| Dimensional Fund Advisors LP | 141,175 | $2.56M | 0.00% | +4,836+3.5% | Added |
| Millennium Management LLC | 69,136 | $1.25M | 0.00% | −33,398−32.6% | Reduced |
| Bridgeway Capital Management, LLC | 59,018 | $1.07M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 50,735 | $918.0K | 0.00% | +3,567+7.6% | Added |
| BHZ Capital Management, LP | 48,433 | $881.0K | 0.33% | +4,727+10.8% | Added |
| First Manhattan Co | 33,931 | $616.0K | 0.00% | 00.0% | Unchanged |
| Gendell Jeffrey L | 31,045 | $564.0K | 0.05% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 28,700 | $519.0K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 21,913 | $396.0K | 0.03% | 00.0% | Unchanged |
| Ergoteles LLC | 20,222 | $366.0K | 0.01% | −478−2.3% | Reduced |
| Renaissance Technologies LLC | 19,727 | $359.0K | 0.00% | −16,473−45.5% | Reduced |
| BlackRock Inc. | 19,048 | $346.0K | 0.00% | −2,994−13.6% | Reduced |
| State Street Corp | 14,078 | $255.0K | 0.00% | +14,078 | New |
| Northern Trust Corp | 13,418 | $244.0K | 0.00% | +397+3.0% | Added |
| Cutter & CO Brokerage, Inc. | 11,400 | $207.0K | 0.05% | 00.0% | Unchanged |
| UBS Group AG | 8,287 | $150.0K | 0.00% | +8,194+8,810.8% | Added |
| Huntington National Bank | 7,000 | $127.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 6,405 | $117.0K | 0.00% | −826−11.4% | Reduced |
| Royal Bank of Canada | 6,004 | $109.0K | 0.00% | −2,830−32.0% | Reduced |
| Wells Fargo & Company | 4,185 | $76.0K | 0.00% | −5,004−54.5% | Reduced |
| LSV Asset Management | 3,300 | $59.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,875 | $52.0K | 0.00% | +1,094+61.4% | Added |
| The PNC Financial Services Group, Inc. | 1,810 | $33.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 958 | $17.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 839 | $15.0K | 0.00% | −888−51.4% | Reduced |
| Optiver Holding B.V. | 701 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 647 | $12.0K | 0.00% | +4+0.6% | Added |
| Meeder Asset Management Inc | 318 | $6.00K | 0.00% | −250−44.0% | Reduced |
| Tower Research Capital LLC (TRC) | 299 | $5.00K | 0.00% | −1,276−81.0% | Reduced |
| Bank of America Corp | 228 | $4.00K | 0.00% | −1,361−85.7% | Reduced |
| BNP Paribas Arbitrage, SA | 66 | $1.20K | 0.00% | −467−87.6% | Reduced |
| JPMorgan Chase & Co | 11 | $0 | 0.00% | −803−98.6% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −4,421−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1−100.0% | Sold out |