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