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, Q2 2024
Institutional positions in SB Financial Group, Inc. as of Jun 30, 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
- 40
- +4 vs. Q1 2024
- Shares held
- 3.36M
- +32.1K (+1.0%) vs. Q1 2024
- Total value
- $47.1M
- +$1.18M (+2.6%) vs. Q1 2024
- New holders
- 4
- 8 more added
- Sold out
- 0
- 7 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 11 | $154 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12 | $168 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 56 | $784 | 0.00% | +56 | New |
| Northwestern Mutual Wealth Management Co | 263 | $3.68K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 299 | $4.19K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 319 | $4.47K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 395 | $5.53K | 0.00% | +395 | New |
| Catalyst Funds Management Pty Ltd | 530 | $7.42K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 705 | $9.87K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 946 | $13.2K | 0.00% | +146+18.3% | Added |
| Morgan Stanley | 1,441 | $20.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,900 | $26.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,196 | $30.7K | 0.00% | −53−2.4% | Reduced |
| Acadian Asset Management LLC | 2,437 | $34.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3,793 | $53.1K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 3,948 | $55.3K | 0.00% | +3,948 | New |
| Royal Bank of Canada | 6,300 | $88.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7,977 | $111.7K | 0.00% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 10,408 | $145.7K | 0.05% | +10,408 | New |
| Millennium Management LLC | 10,584 | $148.2K | 0.00% | −2,610−19.8% | Reduced |
| Renaissance Technologies LLC | 15,225 | $213.2K | 0.00% | +100+0.7% | Added |
| State Street Corp | 16,232 | $227.2K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 18,045 | $252.6K | 0.00% | −480−2.6% | Reduced |
| Venture Visionary Partners LLC | 23,575 | $330.1K | 0.02% | +71+0.3% | Added |
| PL Capital Advisors, LLC | 28,159 | $394.2K | 0.16% | 00.0% | Unchanged |
| First Manhattan Co | 35,627 | $498.8K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 35,886 | $502.4K | 0.01% | +2,520+7.6% | Added |
| Gendell Jeffrey L | 48,823 | $683.5K | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 57,133 | $799.9K | 0.00% | −82−0.1% | Reduced |
| Geode Capital Management, LLC | 68,660 | $961.5K | 0.00% | +830+1.2% | Added |
| Bridgeway Capital Management, LLC | 71,376 | $999.3K | 0.02% | +2,520+3.7% | Added |
| Vanguard Group Inc | 101,918 | $1.43M | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 157,393 | $2.20M | 0.90% | −312−0.2% | Reduced |
| Dimensional Fund Advisors LP | 158,308 | $2.22M | 0.00% | −320.0% | Reduced |
| Petiole USA ltd | 265,710 | $3.72M | 3.12% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 352,815 | $4.94M | 3.27% | 00.0% | Unchanged |
| FJ Capital Management LLC | 373,521 | $5.23M | 0.55% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 403,376 | $5.65M | 2.20% | +3,064+0.8% | Added |
| Manufacturers Life Insurance Company, The | 484,638 | $6.78M | 0.01% | −373−0.1% | Reduced |
| Alliancebernstein L.P. | 590,102 | $8.26M | 0.00% | +12,017+2.1% | Added |