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, Q4 2021
Institutional positions in SB Financial Group, Inc. as of Dec 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
- 38
- −1 vs. Q3 2021
- Shares held
- 3.51M
- +442.3K (+14.4%) vs. Q3 2021
- Total value
- $68.7M
- +$13.0M (+23.4%) vs. Q3 2021
- New holders
- 3
- 10 more added
- Sold out
- 4
- 11 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 462,111 | $9.00M | 0.01% | +4,103+0.9% | Added |
| Alliancebernstein L.P. | 456,468 | $8.98M | 0.00% | +29,397+6.9% | Added |
| EJF Capital LLC | 413,854 | $8.06M | 0.72% | −41,913−9.2% | Reduced |
| Cutler Capital Management, LLC | 377,790 | $7.43M | 2.70% | +4,456+1.2% | Added |
| Punch & Associates Investment Management, Inc. | 315,677 | $6.21M | 0.33% | +80.0% | Added |
| Vanguard Group Inc | 291,521 | $5.73M | 0.00% | +39,470+15.7% | Added |
| Petiole USA ltd | 253,058 | $4.98M | 3.58% | +253,058 | New |
| Pinnacle Holdings, LLC | 156,789 | $3.08M | 1.30% | −218−0.1% | Reduced |
| Strategic Value Bank Partners LLC | 154,806 | $3.04M | 2.76% | +154,806 | New |
| Dimensional Fund Advisors LP | 139,611 | $2.72M | 0.00% | −1,564−1.1% | Reduced |
| Millennium Management LLC | 66,442 | $1.29M | 0.00% | −2,694−3.9% | Reduced |
| Bridgeway Capital Management, LLC | 59,018 | $1.15M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 50,735 | $987.0K | 0.00% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 45,952 | $904.0K | 0.36% | −2,481−5.1% | Reduced |
| First Manhattan Co | 33,931 | $667.0K | 0.00% | 00.0% | Unchanged |
| Gendell Jeffrey L | 31,045 | $611.0K | 0.05% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 28,700 | $559.0K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 22,461 | $442.0K | 0.00% | +2,734+13.9% | Added |
| Venture Visionary Partners LLC | 21,913 | $426.0K | 0.03% | 00.0% | Unchanged |
| BlackRock Inc. | 19,928 | $391.0K | 0.00% | +880+4.6% | Added |
| Ergoteles LLC | 14,496 | $282.0K | 0.01% | −5,726−28.3% | Reduced |
| State Street Corp | 14,078 | $274.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 13,418 | $264.0K | 0.00% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 11,400 | $224.0K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10,045 | $196.0K | 0.06% | +10,045 | New |
| UBS Group AG | 7,500 | $148.0K | 0.00% | −787−9.5% | Reduced |
| Morgan Stanley | 7,115 | $140.0K | 0.00% | +710+11.1% | Added |
| Huntington National Bank | 7,000 | $138.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,000 | $118.0K | 0.00% | −4−0.1% | Reduced |
| The PNC Financial Services Group, Inc. | 4,410 | $87.0K | 0.00% | +2,600+143.6% | Added |
| Wells Fargo & Company | 3,965 | $78.0K | 0.00% | −220−5.3% | Reduced |
| LSV Asset Management | 3,300 | $64.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 958 | $19.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 701 | $13.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 651 | $13.0K | 0.00% | +4+0.6% | Added |
| Bank of America Corp | 161 | $3.00K | 0.00% | −67−29.4% | Reduced |
| BNP Paribas Arbitrage, SA | 62 | $1.21K | 0.00% | −4−6.1% | Reduced |
| JPMorgan Chase & Co | 11 | $0 | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,875−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −299−100.0% | Sold out |