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, Q2 2022
Institutional positions in SB Financial Group, Inc. as of Jun 30, 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
- 35
- −1 vs. Q1 2022
- Shares held
- 3.47M
- +2.82K (+0.1%) vs. Q1 2022
- Total value
- $59.8M
- −$9.13M (−13.2%) vs. Q1 2022
- New holders
- 3
- 9 more added
- Sold out
- 4
- 8 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 12 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 100 | $2.00K | 0.00% | +100 | New |
| State of Wyoming | 151 | $3.00K | 0.00% | +151 | New |
| Northwestern Mutual Wealth Management Co | 263 | $5.00K | 0.00% | +263 | New |
| Wells Fargo & Company | 754 | $13.0K | 0.00% | −3,409−81.9% | Reduced |
| Endurance Wealth Management, Inc. | 1,005 | $17.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 2,314 | $40.0K | 0.00% | −1,327−36.4% | Reduced |
| Acadian Asset Management LLC | 2,630 | $46.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 3,465 | $60.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,630 | $80.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,300 | $109.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7,350 | $127.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 9,309 | $161.0K | 0.00% | +1,434+18.2% | Added |
| Northern Trust Corp | 11,953 | $207.0K | 0.00% | −1,625−12.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 11,970 | $207.0K | 0.07% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 23,092 | $398.6K | 0.03% | +45+0.2% | Added |
| State Street Corp | 25,903 | $447.0K | 0.00% | +9,792+60.8% | Added |
| Gendell Jeffrey L | 32,597 | $563.0K | 0.07% | 00.0% | Unchanged |
| First Manhattan Co | 35,627 | $614.0K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 36,179 | $624.0K | 0.00% | +6,087+20.2% | Added |
| BHZ Capital Management, LP | 45,849 | $791.0K | 0.39% | −2,400−5.0% | Reduced |
| Geode Capital Management, LLC | 55,149 | $951.0K | 0.00% | +976+1.8% | Added |
| Millennium Management LLC | 61,734 | $1.07M | 0.00% | −2,897−4.5% | Reduced |
| Bridgeway Capital Management, LLC | 61,968 | $1.07M | 0.02% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 67,155 | $1.16M | 0.08% | −214,194−76.1% | Reduced |
| Dimensional Fund Advisors LP | 148,743 | $2.57M | 0.00% | +1,513+1.0% | Added |
| Pinnacle Holdings, LLC | 164,742 | $2.84M | 1.30% | 00.0% | Unchanged |
| Petiole USA ltd | 265,710 | $4.59M | 4.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 304,864 | $5.26M | 0.00% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 310,862 | $5.37M | 4.15% | +4,638+1.5% | Added |
| FJ Capital Management LLC | 381,000 | $6.57M | 0.66% | +216,998+132.3% | Added |
| Cutler Capital Management, LLC | 397,943 | $6.87M | 2.65% | −450.0% | Reduced |
| Manufacturers Life Insurance Company, The | 488,414 | $8.43M | 0.01% | −762−0.2% | Reduced |
| Alliancebernstein L.P. | 495,712 | $8.56M | 0.00% | +12,143+2.5% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −23,625−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −651−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |