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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 2022

Institutional positions in SB Financial Group, Inc. as of Mar 31, 2022. 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
0 vs. Q4 2021
Shares held
3.50M
−3.74K (−0.1%) vs. Q4 2021
Total value
$69.7M
+$1.02M (+1.5%) vs. Q4 2021
New holders
4
29 more added
Sold out
4
4 more reduced

Compare with Q4 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.

Institutional holdersQ1 2022: 38 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 2022: $69.7M
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 2022

Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q4 2021.

Institutions holding SBFG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Manufacturers Life Insurance Company, The489,176$9.74M0.01%+27,065+5.9%Added
Alliancebernstein L.P.483,569$9.63M0.00%+27,101+5.9%Added
Cutler Capital Management, LLC397,988$7.92M2.82%+20,198+5.3%Added
Strategic Value Bank Partners LLC306,224$6.10M4.19%+151,418+97.8%Added
Vanguard Group Inc304,864$6.07M0.00%+13,343+4.6%Added
Punch & Associates Investment Management, Inc.281,349$5.60M0.32%−34,328−10.9%Reduced
Petiole USA ltd265,710$5.29M4.10%+12,652+5.0%Added
Pinnacle Holdings, LLC164,742$3.28M1.29%+7,953+5.1%Added
FJ Capital Management LLC164,002$3.27M0.28%+164,002New
Dimensional Fund Advisors LP147,230$2.93M0.00%+7,619+5.5%Added
Millennium Management LLC64,631$1.29M0.00%−1,811−2.7%Reduced
Bridgeway Capital Management, LLC61,968$1.23M0.02%+2,950+5.0%Added
Geode Capital Management, LLC54,173$1.08M0.00%+3,438+6.8%Added
BHZ Capital Management, LP48,249$961.0K0.37%+2,297+5.0%Added
First Manhattan Co35,627$709.0K0.00%+1,696+5.0%Added
Gendell Jeffrey L32,597$649.0K0.05%+1,552+5.0%Added
Susquehanna Fundamental Investments, LLC30,135$600.0K0.01%+1,435+5.0%Added
BlackRock Inc.30,092$599.0K0.00%+10,164+51.0%Added
Renaissance Technologies LLC23,625$470.0K0.00%+1,164+5.2%Added
Venture Visionary Partners LLC23,047$458.0K0.03%+1,134+5.2%Added
State Street Corp16,111$321.0K0.00%+2,033+14.4%Added
Northern Trust Corp13,578$271.0K0.00%+160+1.2%Added
Cutter & CO Brokerage, Inc.11,970$238.0K0.07%+570+5.0%Added
SJS Investment Consulting Inc.10,546$210.0K0.06%+501+5.0%Added
UBS Group AG7,875$157.0K0.00%+375+5.0%Added
Huntington National Bank7,350$146.0K0.00%+350+5.0%Added
Royal Bank of Canada6,300$125.0K0.00%+300+5.0%Added
The PNC Financial Services Group, Inc.4,630$92.0K0.00%+220+5.0%Added
Wells Fargo & Company4,163$83.0K0.00%+198+5.0%Added
Morgan Stanley3,641$73.0K0.00%−3,474−48.8%Reduced
LSV Asset Management3,465$69.0K0.00%+165+5.0%Added
Acadian Asset Management LLC2,630$52.0K0.00%+2,630New
Endurance Wealth Management, Inc.1,005$20.0K0.00%+47+4.9%Added
IFP Advisors, Inc651$12.0K0.00%00.0%Unchanged
Money Concepts Capital Corp361$7.00K0.00%+361New
Bank of America Corp27$1.00K0.00%−134−83.2%Reduced
JPMorgan Chase & Co12$00.00%+1+9.1%Added
FMR LLC24$00.00%+24New
EJF Capital LLC0$00.00%−413,854−100.0%Sold out
Ergoteles LLC0$00.00%−14,496−100.0%Sold out
Optiver Holding B.V.0$00.00%−701−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−62−100.0%Sold out