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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 11 | $0 | 0.00% | −803−98.6% | Reduced |
| BNP Paribas Arbitrage, SA | 66 | $1.20K | 0.00% | −467−87.6% | Reduced |
| Bank of America Corp | 228 | $4.00K | 0.00% | −1,361−85.7% | Reduced |
| Tower Research Capital LLC (TRC) | 299 | $5.00K | 0.00% | −1,276−81.0% | Reduced |
| Meeder Asset Management Inc | 318 | $6.00K | 0.00% | −250−44.0% | Reduced |
| IFP Advisors, Inc | 647 | $12.0K | 0.00% | +4+0.6% | Added |
| Optiver Holding B.V. | 701 | $13.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 839 | $15.0K | 0.00% | −888−51.4% | Reduced |
| Endurance Wealth Management, Inc. | 958 | $17.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,810 | $33.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,875 | $52.0K | 0.00% | +1,094+61.4% | Added |
| LSV Asset Management | 3,300 | $59.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 4,185 | $76.0K | 0.00% | −5,004−54.5% | Reduced |
| Royal Bank of Canada | 6,004 | $109.0K | 0.00% | −2,830−32.0% | Reduced |
| Morgan Stanley | 6,405 | $117.0K | 0.00% | −826−11.4% | Reduced |
| Huntington National Bank | 7,000 | $127.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,287 | $150.0K | 0.00% | +8,194+8,810.8% | Added |
| Cutter & CO Brokerage, Inc. | 11,400 | $207.0K | 0.05% | 00.0% | Unchanged |
| Northern Trust Corp | 13,418 | $244.0K | 0.00% | +397+3.0% | Added |
| State Street Corp | 14,078 | $255.0K | 0.00% | +14,078 | New |
| BlackRock Inc. | 19,048 | $346.0K | 0.00% | −2,994−13.6% | Reduced |
| Renaissance Technologies LLC | 19,727 | $359.0K | 0.00% | −16,473−45.5% | Reduced |
| Ergoteles LLC | 20,222 | $366.0K | 0.01% | −478−2.3% | Reduced |
| Venture Visionary Partners LLC | 21,913 | $396.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 28,700 | $519.0K | 0.01% | 00.0% | Unchanged |
| Gendell Jeffrey L | 31,045 | $564.0K | 0.05% | 00.0% | Unchanged |
| First Manhattan Co | 33,931 | $616.0K | 0.00% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 48,433 | $881.0K | 0.33% | +4,727+10.8% | Added |
| Geode Capital Management, LLC | 50,735 | $918.0K | 0.00% | +3,567+7.6% | Added |
| Bridgeway Capital Management, LLC | 59,018 | $1.07M | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 69,136 | $1.25M | 0.00% | −33,398−32.6% | Reduced |
| Dimensional Fund Advisors LP | 141,175 | $2.56M | 0.00% | +4,836+3.5% | Added |
| Pinnacle Holdings, LLC | 157,007 | $2.85M | 1.25% | +10.0% | Added |
| Vanguard Group Inc | 252,051 | $4.58M | 0.00% | +6,449+2.6% | Added |
| Punch & Associates Investment Management, Inc. | 315,669 | $5.74M | 0.33% | +70.0% | Added |
| Cutler Capital Management, LLC | 373,334 | $6.79M | 2.56% | +17,050+4.8% | Added |
| Alliancebernstein L.P. | 427,071 | $7.76M | 0.00% | +15,902+3.9% | Added |
| EJF Capital LLC | 455,767 | $8.29M | 0.72% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 458,008 | $8.33M | 0.01% | +3,497+0.8% | Added |
| 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 |