Skip to main content

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 2022

Institutional positions in SB Financial Group, Inc. as of Sep 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
37
+2 vs. Q2 2022
Shares held
3.49M
+26.2K (+0.8%) vs. Q2 2022
Total value
$58.8M
−$988.2K (−1.7%) vs. Q2 2022
New holders
4
11 more added
Sold out
2
8 more reduced

Compare with Q2 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.

Institutional holdersQ3 2022: 37 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 heldQ3 2022: $58.8M
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, Q3 2022

Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q2 2022.

Institutions holding SBFG in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Alliancebernstein L.P.511,004$8.61M0.00%+15,292+3.1%Added
Manufacturers Life Insurance Company, The488,127$8.22M0.01%−287−0.1%Reduced
Cutler Capital Management, LLC396,066$6.67M3.09%−1,877−0.5%Reduced
FJ Capital Management LLC374,000$6.29M0.76%−7,000−1.8%Reduced
Strategic Value Bank Partners LLC311,034$5.24M3.49%+172+0.1%Added
Vanguard Group Inc304,864$5.14M0.00%00.0%Unchanged
Petiole USA ltd265,710$4.48M3.33%00.0%Unchanged
Pinnacle Holdings, LLC164,742$2.78M1.30%00.0%Unchanged
Dimensional Fund Advisors LP150,817$2.54M0.00%+2,074+1.4%Added
Millennium Management LLC62,505$1.05M0.00%+771+1.2%Added
Bridgeway Capital Management, LLC61,968$1.04M0.03%00.0%Unchanged
Geode Capital Management, LLC61,238$1.03M0.00%+6,089+11.0%Added
BlackRock Inc.48,203$813.0K0.00%+12,024+33.2%Added
BHZ Capital Management, LP44,722$754.0K0.38%−1,127−2.5%Reduced
First Manhattan Co35,627$600.0K0.00%00.0%Unchanged
Gendell Jeffrey L32,597$549.0K0.07%00.0%Unchanged
Susquehanna Fundamental Investments, LLC27,800$468.0K0.01%+27,800New
State Street Corp25,320$427.0K0.00%−583−2.3%Reduced
Venture Visionary Partners LLC23,139$389.0K0.03%+47+0.2%Added
Front Street Capital Management, Inc.21,916$369.0K0.09%+21,916New
Huntington National Bank15,327$258.0K0.00%+7,977+108.5%Added
UBS Group AG12,455$210.0K0.00%+3,146+33.8%Added
Northern Trust Corp11,953$202.0K0.00%00.0%Unchanged
Cutter & CO Brokerage, Inc.11,970$202.0K0.08%00.0%Unchanged
SJS Investment Consulting Inc.10,546$178.0K0.06%+10,546New
Royal Bank of Canada6,300$106.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.4,630$78.0K0.00%00.0%Unchanged
Acadian Asset Management LLC2,437$40.0K0.00%−193−7.3%Reduced
Morgan Stanley1,820$31.0K0.00%−494−21.3%Reduced
Endurance Wealth Management, Inc.1,005$17.0K0.00%00.0%Unchanged
Wells Fargo & Company752$13.0K0.00%−2−0.3%Reduced
Tower Research Capital LLC (TRC)327$6.00K0.00%+227+227.0%Added
Barclays PLC299$5.00K0.00%+299New
Northwestern Mutual Wealth Management Co263$4.00K0.00%00.0%Unchanged
State of Wyoming192$3.00K0.00%+41+27.2%Added
JPMorgan Chase & Co12$00.00%00.0%Unchanged
FMR LLC24$00.00%00.0%Unchanged
Punch & Associates Investment Management, Inc.0$00.00%−67,155−100.0%Sold out
LSV Asset Management0$00.00%−3,465−100.0%Sold out