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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 11 | $148 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12 | $165 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 50 | $678 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 56 | $772 | 0.00% | +56 | New |
| Tower Research Capital LLC (TRC) | 131 | $1.77K | 0.00% | −1,916−93.6% | Reduced |
| State of Wyoming | 253 | $3.47K | 0.00% | +253 | New |
| Northwestern Mutual Wealth Management Co | 263 | $3.55K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 299 | $4.04K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 319 | $4.38K | 0.00% | +319 | New |
| Morgan Stanley | 1,493 | $20.2K | 0.00% | +597+66.6% | Added |
| The PNC Financial Services Group, Inc. | 1,900 | $25.6K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,437 | $32.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,300 | $85.0K | 0.00% | −92−1.4% | Reduced |
| Huntington National Bank | 7,977 | $107.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8,793 | $120.6K | 0.03% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 11,970 | $161.6K | 0.05% | 00.0% | Unchanged |
| Northern Trust Corp | 12,198 | $164.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 16,390 | $224.9K | 0.01% | −4,205−20.4% | Reduced |
| BHZ Capital Management, LP | 19,074 | $257.5K | 0.28% | −8,978−32.0% | Reduced |
| Venture Visionary Partners LLC | 23,367 | $320.6K | 0.02% | +60+0.3% | Added |
| State Street Corp | 25,532 | $350.3K | 0.00% | −413−1.6% | Reduced |
| PL Capital Advisors, LLC | 28,159 | $380.1K | 0.15% | +1,123+4.2% | Added |
| Empowered Funds, LLC | 28,228 | $387.3K | 0.01% | +2,212+8.5% | Added |
| First Manhattan Co | 35,627 | $481.0K | 0.00% | 00.0% | Unchanged |
| Gendell Jeffrey L | 36,834 | $497.3K | 0.03% | +4,237+13.0% | Added |
| Millennium Management LLC | 41,850 | $574.2K | 0.00% | −8,308−16.6% | Reduced |
| BlackRock Inc. | 62,262 | $840.5K | 0.00% | −1,687−2.6% | Reduced |
| Geode Capital Management, LLC | 63,248 | $868.0K | 0.00% | +829+1.3% | Added |
| Bridgeway Capital Management, LLC | 63,718 | $874.2K | 0.02% | +2,212+3.6% | Added |
| Vanguard Group Inc | 101,325 | $1.37M | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 151,759 | $2.08M | 0.00% | +1,794+1.2% | Added |
| Pinnacle Holdings, LLC | 163,928 | $2.21M | 1.04% | −5,480−3.2% | Reduced |
| Petiole USA ltd | 265,710 | $3.59M | 3.28% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 352,815 | $4.76M | 2.89% | 00.0% | Unchanged |
| FJ Capital Management LLC | 373,521 | $5.04M | 0.57% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 400,507 | $5.41M | 2.44% | +1,467+0.4% | Added |
| Manufacturers Life Insurance Company, The | 485,184 | $6.66M | 0.00% | −2,931−0.6% | Reduced |
| Alliancebernstein L.P. | 564,032 | $7.61M | 0.00% | +4,533+0.8% | Added |
| 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 |