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 2023
Institutional positions in SB Financial Group, Inc. as of Sep 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
- +2 vs. Q2 2023
- Shares held
- 3.36M
- −30.4K (−0.9%) vs. Q2 2023
- Total value
- $45.5M
- +$2.63M (+6.1%) vs. Q2 2023
- New holders
- 3
- 10 more added
- Sold out
- 1
- 9 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 564,032 | $7.61M | 0.00% | +4,533+0.8% | Added |
| Manufacturers Life Insurance Company, The | 485,184 | $6.66M | 0.00% | −2,931−0.6% | Reduced |
| Cutler Capital Management, LLC | 400,507 | $5.41M | 2.44% | +1,467+0.4% | Added |
| FJ Capital Management LLC | 373,521 | $5.04M | 0.57% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 352,815 | $4.76M | 2.89% | 00.0% | Unchanged |
| Petiole USA ltd | 265,710 | $3.59M | 3.28% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 163,928 | $2.21M | 1.04% | −5,480−3.2% | Reduced |
| Dimensional Fund Advisors LP | 151,759 | $2.08M | 0.00% | +1,794+1.2% | Added |
| Vanguard Group Inc | 101,325 | $1.37M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 63,718 | $874.2K | 0.02% | +2,212+3.6% | Added |
| Geode Capital Management, LLC | 63,248 | $868.0K | 0.00% | +829+1.3% | Added |
| BlackRock Inc. | 62,262 | $840.5K | 0.00% | −1,687−2.6% | Reduced |
| Millennium Management LLC | 41,850 | $574.2K | 0.00% | −8,308−16.6% | Reduced |
| Gendell Jeffrey L | 36,834 | $497.3K | 0.03% | +4,237+13.0% | Added |
| First Manhattan Co | 35,627 | $481.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 28,228 | $387.3K | 0.01% | +2,212+8.5% | Added |
| PL Capital Advisors, LLC | 28,159 | $380.1K | 0.15% | +1,123+4.2% | Added |
| State Street Corp | 25,532 | $350.3K | 0.00% | −413−1.6% | Reduced |
| Venture Visionary Partners LLC | 23,367 | $320.6K | 0.02% | +60+0.3% | Added |
| BHZ Capital Management, LP | 19,074 | $257.5K | 0.28% | −8,978−32.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 16,390 | $224.9K | 0.01% | −4,205−20.4% | Reduced |
| Northern Trust Corp | 12,198 | $164.7K | 0.00% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 11,970 | $161.6K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8,793 | $120.6K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 7,977 | $107.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,300 | $85.0K | 0.00% | −92−1.4% | Reduced |
| Acadian Asset Management LLC | 2,437 | $32.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,900 | $25.6K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,493 | $20.2K | 0.00% | +597+66.6% | Added |
| Qube Research & Technologies Ltd | 319 | $4.38K | 0.00% | +319 | New |
| Barclays PLC | 299 | $4.04K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 263 | $3.55K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 253 | $3.47K | 0.00% | +253 | New |
| Tower Research Capital LLC (TRC) | 131 | $1.77K | 0.00% | −1,916−93.6% | Reduced |
| FMR LLC | 56 | $772 | 0.00% | +56 | New |
| Wells Fargo & Company | 50 | $678 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12 | $165 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $148 | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −16,098−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |