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