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, Q1 2024
Institutional positions in SB Financial Group, Inc. as of Mar 31, 2024. 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
- 36
- −2 vs. Q4 2023
- Shares held
- 3.33M
- −25.4K (−0.8%) vs. Q4 2023
- Total value
- $45.9M
- −$5.30M (−10.4%) vs. Q4 2023
- New holders
- 1
- 9 more added
- Sold out
- 3
- 6 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 578,085 | $7.97M | 0.00% | +9,900+1.7% | Added |
| Manufacturers Life Insurance Company, The | 485,011 | $6.68M | 0.01% | −1730.0% | Reduced |
| Cutler Capital Management, LLC | 400,312 | $5.52M | 2.17% | +290.0% | Added |
| FJ Capital Management LLC | 373,521 | $5.15M | 0.52% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 352,815 | $4.86M | 3.18% | 00.0% | Unchanged |
| Petiole USA ltd | 265,710 | $3.66M | 2.86% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 158,340 | $2.18M | 0.00% | +903+0.6% | Added |
| Pinnacle Holdings, LLC | 157,705 | $2.17M | 0.87% | −728−0.5% | Reduced |
| Vanguard Group Inc | 101,918 | $1.40M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 68,856 | $948.8K | 0.02% | +2,450+3.7% | Added |
| Geode Capital Management, LLC | 67,830 | $934.9K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 57,215 | $788.4K | 0.00% | −3,051−5.1% | Reduced |
| Gendell Jeffrey L | 48,823 | $672.8K | 0.03% | +3,335+7.3% | Added |
| First Manhattan Co | 35,627 | $490.9K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 33,366 | $459.8K | 0.01% | +2,450+7.9% | Added |
| PL Capital Advisors, LLC | 28,159 | $388.0K | 0.15% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 23,504 | $323.9K | 0.02% | +67+0.3% | Added |
| Northern Trust Corp | 18,525 | $255.3K | 0.00% | −1,071−5.5% | Reduced |
| State Street Corp | 16,232 | $223.7K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 15,125 | $208.0K | 0.00% | −118−0.8% | Reduced |
| Millennium Management LLC | 13,194 | $181.8K | 0.00% | −470−3.4% | Reduced |
| Huntington National Bank | 7,977 | $109.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,300 | $87.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3,793 | $52.3K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,437 | $32.0K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,249 | $31.0K | 0.00% | +2,197+4,225.0% | Added |
| The PNC Financial Services Group, Inc. | 1,900 | $26.2K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,441 | $19.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 800 | $11.0K | 0.00% | +504+170.3% | Added |
| Creative Financial Designs Inc | 705 | $9.71K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 530 | $7.30K | 0.00% | +530 | New |
| Qube Research & Technologies Ltd | 319 | $4.40K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 299 | $4.12K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 263 | $3.62K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12 | $165 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $152 | 0.00% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −16,289−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −13,957−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −11,890−100.0% | Sold out |