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