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