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