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