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 2024
Institutional positions in SB Financial Group, Inc. as of Sep 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
- 41
- +2 vs. Q2 2024
- Shares held
- 3.37M
- +68.0K (+2.1%) vs. Q2 2024
- Total value
- $69.3M
- +$23.1M (+49.9%) vs. Q2 2024
- New holders
- 5
- 10 more added
- Sold out
- 3
- 8 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 587,914 | $12.1M | 0.00% | −2,188−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 483,868 | $9.95M | 0.01% | −770−0.2% | Reduced |
| Cutler Capital Management, LLC | 399,154 | $8.21M | 2.90% | −4,222−1.0% | Reduced |
| FJ Capital Management LLC | 373,521 | $7.68M | 0.80% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 352,815 | $7.25M | 4.45% | 00.0% | Unchanged |
| Petiole USA ltd | 265,710 | $5.46M | 3.57% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 159,695 | $3.28M | 0.00% | +1,387+0.9% | Added |
| Pinnacle Holdings, LLC | 157,212 | $3.23M | 1.26% | −181−0.1% | Reduced |
| Vanguard Group Inc | 101,918 | $2.10M | 0.00% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 73,252 | $1.51M | 0.03% | +1,876+2.6% | Added |
| Geode Capital Management, LLC | 71,076 | $1.46M | 0.00% | +2,416+3.5% | Added |
| BlackRock, Inc. | 56,896 | $1.17M | 0.00% | +56,896 | New |
| Gendell Jeffrey L | 48,823 | $1.00M | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 37,762 | $776.4K | 0.01% | +1,876+5.2% | Added |
| First Manhattan Co | 35,627 | $732.5K | 0.00% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 28,159 | $578.9K | 0.21% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 23,644 | $486.1K | 0.02% | +69+0.3% | Added |
| Northern Trust Corp | 17,738 | $364.7K | 0.00% | −307−1.7% | Reduced |
| State Street Corp | 16,232 | $333.7K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 13,525 | $278.1K | 0.00% | −1,700−11.2% | Reduced |
| Susquehanna International Group, LLP | 13,060 | $268.5K | 0.00% | +13,060 | New |
| O'Shaughnessy Asset Management, LLC | 11,793 | $229.0K | 0.00% | +11,793 | New |
| Princeton Capital Management LLC | 10,408 | $214.0K | 0.07% | 00.0% | Unchanged |
| Huntington National Bank | 7,977 | $164.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,321 | $130.0K | 0.00% | +21+0.3% | Added |
| SJS Investment Consulting Inc. | 3,793 | $78.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,437 | $50.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,379 | $48.9K | 0.00% | +2,379 | New |
| Wells Fargo & Company | 2,197 | $45.2K | 0.00% | +10.0% | Added |
| The PNC Financial Services Group, Inc. | 1,900 | $39.1K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,442 | $29.7K | 0.00% | +1+0.1% | Added |
| Barclays PLC | 1,271 | $26.1K | 0.00% | +972+325.1% | Added |
| Creative Financial Designs Inc | 705 | $14.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 530 | $10.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 319 | $6.56K | 0.00% | −627−66.3% | Reduced |
| State of Wyoming | 279 | $5.74K | 0.00% | +279 | New |
| Northwestern Mutual Wealth Management Co | 263 | $5.41K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 242 | $4.98K | 0.00% | −3,706−93.9% | Reduced |
| Bank of America Corp | 65 | $1.34K | 0.00% | +9+16.1% | Added |
| JPMorgan Chase & Co | 12 | $247 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $226 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −10,584−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |