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 2024
Institutional positions in SB Financial Group, Inc. as of Dec 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
- 43
- +2 vs. Q3 2024
- Shares held
- 3.49M
- +122.7K (+3.6%) vs. Q3 2024
- Total value
- $73.1M
- +$3.76M (+5.4%) vs. Q3 2024
- New holders
- 4
- 16 more added
- Sold out
- 2
- 11 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 481,800 | $10.1M | 0.01% | −2,068−0.4% | Reduced |
| Alliancebernstein L.P. | 468,306 | $9.79M | 0.00% | −119,608−20.3% | Reduced |
| Cutler Capital Management, LLC | 392,556 | $8.21M | 2.86% | −6,598−1.7% | Reduced |
| FJ Capital Management LLC | 371,571 | $7.77M | 0.90% | −1,950−0.5% | Reduced |
| Strategic Value Bank Partners LLC | 352,815 | $7.38M | 4.76% | 00.0% | Unchanged |
| Vanguard Group Inc | 341,989 | $7.15M | 0.00% | +240,071+235.6% | Added |
| Petiole USA ltd | 186,087 | $3.89M | 2.45% | −79,623−30.0% | Reduced |
| Dimensional Fund Advisors LP | 164,832 | $3.45M | 0.00% | +5,137+3.2% | Added |
| Pinnacle Holdings, LLC | 156,897 | $3.28M | 1.24% | −315−0.2% | Reduced |
| Bridgeway Capital Management, LLC | 75,127 | $1.57M | 0.04% | +1,875+2.6% | Added |
| Geode Capital Management, LLC | 71,749 | $1.50M | 0.00% | +673+0.9% | Added |
| BlackRock, Inc. | 57,039 | $1.19M | 0.00% | +143+0.3% | Added |
| Gendell Jeffrey L | 48,823 | $1.02M | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 41,136 | $860.2K | 0.00% | +28,076+215.0% | Added |
| Empowered Funds, LLC | 39,637 | $828.8K | 0.01% | +1,875+5.0% | Added |
| First Manhattan Co | 35,627 | $745.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 34,114 | $713.3K | 0.01% | +22,321+189.3% | Added |
| PL Capital Advisors, LLC | 28,159 | $588.8K | 0.20% | 00.0% | Unchanged |
| Northern Trust Corp | 25,108 | $525.0K | 0.00% | +7,370+41.5% | Added |
| Venture Visionary Partners LLC | 23,693 | $495.4K | 0.02% | +49+0.2% | Added |
| Ritholtz Wealth Management | 19,516 | $408.1K | 0.01% | +19,516 | New |
| State Street Corp | 17,321 | $362.2K | 0.00% | +1,089+6.7% | Added |
| Princeton Capital Management LLC | 10,408 | $217.6K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,935 | $207.7K | 0.00% | +9,935 | New |
| Huntington National Bank | 7,977 | $166.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,300 | $132.0K | 0.00% | −21−0.3% | Reduced |
| SJS Investment Consulting Inc. | 3,793 | $79.3K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3,693 | $76.0K | 0.00% | +1,256+51.5% | Added |
| Citigroup Inc | 3,130 | $65.4K | 0.00% | +751+31.6% | Added |
| UBS Group AG | 2,999 | $62.7K | 0.00% | +2,757+1,139.3% | Added |
| Jones Financial Companies LLLP | 2,986 | $62.4K | 0.00% | +2,986 | New |
| Morgan Stanley | 2,653 | $55.5K | 0.00% | +1,211+84.0% | Added |
| Wells Fargo & Company | 2,196 | $45.9K | 0.00% | −10.0% | Reduced |
| The PNC Financial Services Group, Inc. | 1,900 | $39.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,153 | $24.1K | 0.00% | −118−9.3% | Reduced |
| Creative Financial Designs Inc | 705 | $14.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 344 | $7.19K | 0.00% | +25+7.8% | Added |
| Northwestern Mutual Wealth Management Co | 263 | $5.50K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 240 | $5.02K | 0.00% | −39−14.0% | Reduced |
| Bank of America Corp | 55 | $1.15K | 0.00% | −10−15.4% | Reduced |
| JPMorgan Chase & Co | 12 | $251 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $230 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $105 | 0.00% | +5 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,525−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −530−100.0% | Sold out |