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 2025
Institutional positions in SB Financial Group, Inc. as of Mar 31, 2025. 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
- 44
- +1 vs. Q4 2024
- Shares held
- 3.41M
- −81.6K (−2.3%) vs. Q4 2024
- Total value
- $71.1M
- −$2.01M (−2.8%) vs. Q4 2024
- New holders
- 3
- 11 more added
- Sold out
- 2
- 11 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 481,652 | $10.0M | 0.01% | −1480.0% | Reduced |
| Cutler Capital Management, LLC | 392,556 | $8.17M | 2.84% | 00.0% | Unchanged |
| FJ Capital Management LLC | 371,571 | $7.74M | 0.80% | 00.0% | Unchanged |
| Strategic Value Bank Partners LLC | 352,815 | $7.35M | 4.70% | 00.0% | Unchanged |
| Vanguard Group Inc | 341,989 | $7.12M | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 296,051 | $6.16M | 0.00% | −172,255−36.8% | Reduced |
| Petiole USA ltd | 176,087 | $3.67M | 2.59% | −10,000−5.4% | Reduced |
| Dimensional Fund Advisors LP | 168,812 | $3.51M | 0.00% | +3,980+2.4% | Added |
| Pinnacle Holdings, LLC | 156,897 | $3.27M | 1.24% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 87,527 | $1.82M | 0.00% | +46,391+112.8% | Added |
| Bridgeway Capital Management, LLC | 77,959 | $1.62M | 0.04% | +2,832+3.8% | Added |
| Geode Capital Management, LLC | 75,015 | $1.56M | 0.00% | +3,266+4.6% | Added |
| BlackRock, Inc. | 55,851 | $1.16M | 0.00% | −1,188−2.1% | Reduced |
| Millennium Management LLC | 47,637 | $991.8K | 0.00% | +47,637 | New |
| Gendell Jeffrey L | 46,286 | $963.7K | 0.04% | −2,537−5.2% | Reduced |
| Empowered Funds, LLC | 42,469 | $884.2K | 0.01% | +2,832+7.1% | Added |
| First Manhattan Co | 35,627 | $741.8K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 27,633 | $575.3K | 0.00% | −6,481−19.0% | Reduced |
| Northern Trust Corp | 24,307 | $506.1K | 0.00% | −801−3.2% | Reduced |
| Venture Visionary Partners LLC | 23,746 | $494.4K | 0.02% | +53+0.2% | Added |
| Jane Street Group, LLC | 22,159 | $461.4K | 0.00% | +12,224+123.0% | Added |
| State Street Corp | 17,321 | $360.6K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 16,822 | $350.2K | 0.00% | +16,822 | New |
| Citadel Advisors LLC | 16,143 | $336.1K | 0.00% | +16,143 | New |
| Ritholtz Wealth Management | 15,312 | $318.8K | 0.01% | −4,204−21.5% | Reduced |
| Huntington National Bank | 7,977 | $166.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,300 | $131.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,761 | $119.0K | 0.00% | +2,068+56.0% | Added |
| Morgan Stanley | 5,148 | $107.2K | 0.00% | +2,495+94.0% | Added |
| Citigroup Inc | 4,014 | $83.6K | 0.00% | +884+28.2% | Added |
| SJS Investment Consulting Inc. | 3,793 | $79.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,986 | $63.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,196 | $45.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,900 | $39.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 914 | $19.0K | 0.00% | −2,085−69.5% | Reduced |
| Creative Financial Designs Inc | 705 | $14.7K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 340 | $7.08K | 0.00% | −813−70.5% | Reduced |
| State of Wyoming | 322 | $6.70K | 0.00% | +82+34.2% | Added |
| Northwestern Mutual Wealth Management Co | 263 | $5.48K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 94 | $1.96K | 0.00% | −250−72.7% | Reduced |
| Bank of America Corp | 55 | $1.15K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12 | $250 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $229 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $104 | 0.00% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 0 | $0 | 0.00% | −28,159−100.0% | Sold out |
| Princeton Capital Management LLC | 0 | $0 | 0.00% | −10,408−100.0% | Sold out |