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 2023
Institutional positions in SB Financial Group, Inc. as of Jun 30, 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
- 38
- −3 vs. Q1 2023
- Shares held
- 3.41M
- −5.60K (−0.2%) vs. Q1 2023
- Total value
- $43.2M
- −$5.09M (−10.5%) vs. Q1 2023
- New holders
- 2
- 9 more added
- Sold out
- 5
- 10 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 559,499 | $7.06M | 0.00% | +17,054+3.1% | Added |
| Manufacturers Life Insurance Company, The | 488,115 | $6.18M | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 399,040 | $5.04M | 2.36% | +2,742+0.7% | Added |
| FJ Capital Management LLC | 373,521 | $4.71M | 0.60% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 352,815 | $4.45M | 2.92% | 00.0% | Unchanged |
| Petiole USA ltd | 265,710 | $3.42M | 3.35% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 169,408 | $2.18M | 0.97% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 149,965 | $1.90M | 0.00% | −2,050−1.3% | Reduced |
| Vanguard Group Inc | 101,325 | $1.28M | 0.00% | −9,285−8.4% | Reduced |
| BlackRock Inc. | 63,949 | $807.0K | 0.00% | +14,752+30.0% | Added |
| Geode Capital Management, LLC | 62,419 | $790.2K | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 61,506 | $778.7K | 0.02% | +868+1.4% | Added |
| Millennium Management LLC | 50,158 | $635.0K | 0.00% | −9,375−15.7% | Reduced |
| First Manhattan Co | 35,627 | $449.6K | 0.00% | 00.0% | Unchanged |
| Gendell Jeffrey L | 32,597 | $411.4K | 0.03% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 28,052 | $354.0K | 0.30% | −13,794−33.0% | Reduced |
| PL Capital Advisors, LLC | 27,036 | $341.2K | 0.14% | +1,961+7.8% | Added |
| Empowered Funds, LLC | 26,016 | $329.4K | 0.01% | +26,016 | New |
| EA Series Trust | 26,016 | $329.4K | 0.01% | +26,016 | New |
| State Street Corp | 25,945 | $328.5K | 0.00% | −1,766−6.4% | Reduced |
| Venture Visionary Partners LLC | 23,307 | $295.1K | 0.02% | +65+0.3% | Added |
| Susquehanna Fundamental Investments, LLC | 20,595 | $260.7K | 0.01% | −4,605−18.3% | Reduced |
| Susquehanna International Group, LLP | 16,098 | $203.8K | 0.00% | −4,364−21.3% | Reduced |
| Northern Trust Corp | 12,198 | $153.9K | 0.00% | −275−2.2% | Reduced |
| Cutter & CO Brokerage, Inc. | 11,970 | $151.1K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8,793 | $111.3K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 7,977 | $100.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,392 | $81.0K | 0.00% | +92+1.5% | Added |
| Acadian Asset Management LLC | 2,437 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,047 | $25.8K | 0.00% | +667+48.3% | Added |
| The PNC Financial Services Group, Inc. | 1,900 | $24.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1,005 | $13.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 896 | $11.3K | 0.00% | −234−20.7% | Reduced |
| Barclays PLC | 299 | $3.77K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 263 | $3.32K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 50 | $632 | 0.00% | +2+4.2% | Added |
| IFP Advisors, Inc | 11 | $207 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12 | $152 | 0.00% | −79−86.8% | Reduced |
| HRT Financial LP | 0 | $0 | 0.00% | −20,707−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,289−100.0% | Sold out |
| Front Street Capital Management, Inc. | 0 | $0 | 0.00% | −12,608−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −171−100.0% | Sold out |