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 2023
Institutional positions in SB Financial Group, Inc. as of Mar 31, 2023. 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
- 41
- +2 vs. Q4 2022
- Shares held
- 3.42M
- −65.1K (−1.9%) vs. Q4 2022
- Total value
- $48.3M
- −$10.6M (−18.0%) vs. Q4 2022
- New holders
- 5
- 12 more added
- Sold out
- 3
- 9 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 542,445 | $7.66M | 0.00% | +29,752+5.8% | Added |
| Manufacturers Life Insurance Company, The | 488,115 | $6.90M | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 396,298 | $5.60M | 2.50% | −941−0.2% | Reduced |
| FJ Capital Management LLC | 373,521 | $5.28M | 0.65% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 352,815 | $4.99M | 2.92% | +24,211+7.4% | Added |
| Petiole USA ltd | 265,710 | $3.75M | 3.62% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 169,408 | $2.39M | 1.11% | +6,350+3.9% | Added |
| Dimensional Fund Advisors LP | 152,015 | $2.15M | 0.00% | +1,084+0.7% | Added |
| Vanguard Group Inc | 110,610 | $1.56M | 0.00% | −197,077−64.1% | Reduced |
| Geode Capital Management, LLC | 62,419 | $882.0K | 0.00% | +1,320+2.2% | Added |
| Bridgeway Capital Management, LLC | 60,638 | $856.8K | 0.02% | −1,330−2.1% | Reduced |
| Millennium Management LLC | 59,533 | $841.0K | 0.00% | +8,008+15.5% | Added |
| BlackRock Inc. | 49,197 | $695.2K | 0.00% | +367+0.8% | Added |
| BHZ Capital Management, LP | 41,846 | $591.3K | 0.36% | −997−2.3% | Reduced |
| First Manhattan Co | 35,627 | $503.4K | 0.00% | 00.0% | Unchanged |
| Gendell Jeffrey L | 32,597 | $460.6K | 0.04% | 00.0% | Unchanged |
| State Street Corp | 27,711 | $391.6K | 0.00% | +645+2.4% | Added |
| Susquehanna Fundamental Investments, LLC | 25,200 | $356.1K | 0.01% | −2,600−9.4% | Reduced |
| PL Capital Advisors, LLC | 25,075 | $354.3K | 0.12% | +25,075 | New |
| Venture Visionary Partners LLC | 23,242 | $328.4K | 0.02% | +51+0.2% | Added |
| HRT Financial LP | 20,707 | $292.0K | 0.00% | +20,707 | New |
| Susquehanna International Group, LLP | 20,462 | $289.1K | 0.00% | +20,462 | New |
| Jane Street Group, LLC | 15,289 | $216.0K | 0.00% | +15,289 | New |
| Front Street Capital Management, Inc. | 12,608 | $178.0K | 0.04% | −3,597−22.2% | Reduced |
| Northern Trust Corp | 12,473 | $176.2K | 0.00% | +520+4.4% | Added |
| Cutter & CO Brokerage, Inc. | 11,970 | $169.1K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8,793 | $124.2K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 7,977 | $112.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,300 | $89.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,437 | $34.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,900 | $26.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,380 | $19.0K | 0.00% | +852+161.4% | Added |
| UBS Group AG | 1,234 | $17.4K | 0.00% | −12,259−90.9% | Reduced |
| Morgan Stanley | 1,130 | $16.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,005 | $14.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 299 | $4.22K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 263 | $3.72K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 171 | $2.42K | 0.00% | −27−13.6% | Reduced |
| JPMorgan Chase & Co | 91 | $1.00K | 0.00% | +79+658.3% | Added |
| Wells Fargo & Company | 48 | $690 | 0.00% | −705−93.6% | Reduced |
| IFP Advisors, Inc | 11 | $207 | 0.00% | +11 | New |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −7−100.0% | Sold out |