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, Q2 2025
Institutional positions in SB Financial Group, Inc. as of Jun 30, 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
- 61
- +17 vs. Q1 2025
- Shares held
- 3.54M
- +128.4K (+3.8%) vs. Q1 2025
- Total value
- $67.6M
- −$3.42M (−4.8%) vs. Q1 2025
- New holders
- 21
- 20 more added
- Sold out
- 4
- 9 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 476,574 | $9.10M | 0.01% | −5,078−1.1% | Reduced |
| Cutler Capital Management, LLC | 391,983 | $7.49M | 2.60% | −573−0.1% | Reduced |
| Vanguard Group Inc | 375,871 | $7.18M | 0.00% | +33,882+9.9% | Added |
| Strategic Value Bank Partners LLC | 352,815 | $6.74M | 3.85% | 00.0% | Unchanged |
| BlackRock, Inc. | 293,203 | $5.60M | 0.00% | +237,352+425.0% | Added |
| FJ Capital Management LLC | 265,791 | $5.08M | 0.54% | −105,780−28.5% | Reduced |
| Dimensional Fund Advisors LP | 186,608 | $3.56M | 0.00% | +17,796+10.5% | Added |
| Petiole USA ltd | 176,087 | $3.36M | 2.38% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 156,909 | $3.00M | 1.08% | +120.0% | Added |
| Geode Capital Management, LLC | 148,786 | $2.84M | 0.00% | +73,771+98.3% | Added |
| Bridgeway Capital Management, LLC | 78,548 | $1.50M | 0.04% | +589+0.8% | Added |
| Northern Trust Corp | 56,355 | $1.08M | 0.00% | +32,048+131.8% | Added |
| State Street Corp | 56,320 | $1.08M | 0.00% | +38,999+225.2% | Added |
| Gendell Jeffrey L | 46,286 | $884.1K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 43,058 | $822.4K | 0.01% | +589+1.4% | Added |
| Susquehanna International Group, LLP | 38,486 | $735.1K | 0.00% | −49,041−56.0% | Reduced |
| First Manhattan Co | 35,627 | $680.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 33,666 | $643.0K | 0.00% | +17,523+108.5% | Added |
| Arrowstreet Capital, Limited Partnership | 27,459 | $524.5K | 0.00% | +27,459 | New |
| O'Shaughnessy Asset Management, LLC | 25,049 | $478.4K | 0.00% | −2,584−9.4% | Reduced |
| Venture Visionary Partners LLC | 23,805 | $454.7K | 0.02% | +59+0.2% | Added |
| Renaissance Technologies LLC | 22,133 | $422.7K | 0.00% | +22,133 | New |
| Marshall Wace, LLP | 20,093 | $383.8K | 0.00% | +20,093 | New |
| Charles Schwab Investment Management Inc | 18,155 | $346.8K | 0.00% | +18,155 | New |
| Millennium Management LLC | 16,858 | $322.0K | 0.00% | −30,779−64.6% | Reduced |
| Ritholtz Wealth Management | 15,335 | $292.9K | 0.01% | +23+0.2% | Added |
| Gsa Capital Partners LLP | 15,058 | $288.0K | 0.02% | +15,058 | New |
| Morgan Stanley | 15,074 | $287.9K | 0.00% | +9,926+192.8% | Added |
| Goldman Sachs Group Inc | 13,458 | $257.0K | 0.00% | −3,364−20.0% | Reduced |
| Bank of New York Mellon Corp | 12,787 | $244.2K | 0.00% | +12,787 | New |
| Barclays PLC | 12,644 | $241.5K | 0.00% | +12,304+3,618.8% | Added |
| Princeton Capital Management LLC | 11,408 | $217.9K | 0.06% | +11,408 | New |
| Rhumbline Advisers | 8,521 | $162.7K | 0.00% | +8,521 | New |
| Royal Bank of Canada | 8,497 | $162.0K | 0.00% | +2,197+34.9% | Added |
| Acadian Asset Management LLC | 7,292 | $137.0K | 0.00% | +1,531+26.6% | Added |
| STRS Ohio | 7,000 | $133.7K | 0.00% | +7,000 | New |
| Wells Fargo & Company | 6,759 | $129.1K | 0.00% | +4,563+207.8% | Added |
| LSV Asset Management | 6,300 | $120.0K | 0.00% | +6,300 | New |
| New York State Common Retirement Fund | 5,600 | $107.0K | 0.00% | +5,600 | New |
| UBS Group AG | 5,595 | $106.9K | 0.00% | +4,681+512.1% | Added |
| SJS Investment Consulting Inc. | 3,793 | $72.4K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 3,245 | $62.0K | 0.00% | +3,245 | New |
| Jones Financial Companies LLLP | 2,986 | $54.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,829 | $54.0K | 0.00% | +2,817+23,475.0% | Added |
| Bank of America Corp | 2,658 | $50.8K | 0.00% | +2,603+4,732.7% | Added |
| Citigroup Inc | 1,992 | $38.0K | 0.00% | −2,022−50.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,900 | $36.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 775 | $14.8K | 0.00% | +775 | New |
| Creative Financial Designs Inc | 705 | $13.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 606 | $11.6K | 0.00% | +606 | New |
| Legal & General Group Plc | 536 | $10.2K | 0.00% | +536 | New |
| California State Teachers Retirement System | 371 | $7.09K | 0.00% | +371 | New |
| Raymond James Financial Inc | 359 | $6.86K | 0.00% | +359 | New |
| Northwestern Mutual Wealth Management Co | 263 | $5.02K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 203 | $4.00K | 0.00% | +203 | New |
| Sterling Capital Management LLC | 160 | $3.06K | 0.00% | +160 | New |
| State of Wyoming | 116 | $2.22K | 0.00% | −206−64.0% | Reduced |
| EverSource Wealth Advisors, LLC | 43 | $821 | 0.00% | +43 | New |
| Farther Finance Advisors, LLC | 34 | $649 | 0.00% | +34 | New |
| IFP Advisors, Inc | 11 | $210 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $96 | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −296,051−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −22,159−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −7,977−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −94−100.0% | Sold out |