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