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, Q4 2023
Institutional positions in SB Financial Group, Inc. as of Dec 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
- 38
- 0 vs. Q3 2023
- Shares held
- 3.35M
- −3.24K (−0.1%) vs. Q3 2023
- Total value
- $51.2M
- +$5.65M (+12.4%) vs. Q3 2023
- New holders
- 3
- 11 more added
- Sold out
- 3
- 9 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 568,185 | $8.64M | 0.00% | +4,153+0.7% | Added |
| Manufacturers Life Insurance Company, The | 485,184 | $7.39M | 0.00% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 400,283 | $6.08M | 2.52% | −224−0.1% | Reduced |
| FJ Capital Management LLC | 373,521 | $5.68M | 0.57% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 352,815 | $5.36M | 2.62% | 00.0% | Unchanged |
| Petiole USA ltd | 265,710 | $4.12M | 3.05% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 158,433 | $2.46M | 1.01% | −5,495−3.4% | Reduced |
| Dimensional Fund Advisors LP | 157,437 | $2.40M | 0.00% | +5,678+3.7% | Added |
| Vanguard Group Inc | 101,918 | $1.55M | 0.00% | +593+0.6% | Added |
| Geode Capital Management, LLC | 67,830 | $1.03M | 0.00% | +4,582+7.2% | Added |
| Bridgeway Capital Management, LLC | 66,406 | $1.01M | 0.02% | +2,688+4.2% | Added |
| BlackRock Inc. | 60,266 | $916.0K | 0.00% | −1,996−3.2% | Reduced |
| Gendell Jeffrey L | 45,488 | $698.2K | 0.04% | +8,654+23.5% | Added |
| First Manhattan Co | 35,627 | $546.9K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 30,916 | $471.2K | 0.01% | +2,688+9.5% | Added |
| PL Capital Advisors, LLC | 28,159 | $428.0K | 0.15% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 23,437 | $357.2K | 0.02% | +70+0.3% | Added |
| Northern Trust Corp | 19,596 | $297.9K | 0.00% | +7,398+60.6% | Added |
| BHZ Capital Management, LP | 16,289 | $250.0K | 0.24% | −2,785−14.6% | Reduced |
| State Street Corp | 16,232 | $247.4K | 0.00% | −9,300−36.4% | Reduced |
| Renaissance Technologies LLC | 15,243 | $234.0K | 0.00% | +15,243 | New |
| Fourthstone LLC | 13,957 | $214.2K | 0.04% | +13,957 | New |
| Millennium Management LLC | 13,664 | $208.2K | 0.00% | −28,186−67.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,890 | $181.2K | 0.18% | −4,500−27.5% | Reduced |
| Huntington National Bank | 7,977 | $122.4K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,300 | $97.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3,793 | $57.8K | 0.01% | −5,000−56.9% | Reduced |
| Acadian Asset Management LLC | 2,437 | $36.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,900 | $28.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,441 | $21.9K | 0.00% | −52−3.5% | Reduced |
| Creative Financial Designs Inc | 705 | $10.7K | 0.00% | +705 | New |
| Qube Research & Technologies Ltd | 319 | $4.86K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 299 | $4.59K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 296 | $4.50K | 0.00% | +165+126.0% | Added |
| Northwestern Mutual Wealth Management Co | 263 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 52 | $803 | 0.00% | +2+4.0% | Added |
| JPMorgan Chase & Co | 12 | $183 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $167 | 0.00% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −11,970−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |