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, Q3 2025
Institutional positions in SB Financial Group, Inc. as of Sep 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
- 74
- +13 vs. Q2 2025
- Shares held
- 3.40M
- −136.9K (−3.9%) vs. Q2 2025
- Total value
- $65.7M
- −$1.96M (−2.9%) vs. Q2 2025
- New holders
- 17
- 24 more added
- Sold out
- 4
- 16 more reduced
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 474,948 | $9.16M | 0.01% | −1,626−0.3% | Reduced |
| Cutler Capital Management, LLC | 391,683 | $7.56M | 2.42% | −300−0.1% | Reduced |
| Vanguard Group Inc | 373,203 | $7.20M | 0.00% | −2,668−0.7% | Reduced |
| BlackRock, Inc. | 357,473 | $6.90M | 0.00% | +64,270+21.9% | Added |
| Strategic Value Bank Partners LLC | 278,822 | $5.38M | 3.83% | −73,993−21.0% | Reduced |
| Dimensional Fund Advisors LP | 187,165 | $3.61M | 0.00% | +557+0.3% | Added |
| Petiole USA ltd | 176,087 | $3.40M | 2.35% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 156,909 | $3.03M | 1.06% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 144,654 | $2.79M | 0.00% | −4,132−2.8% | Reduced |
| Bridgeway Capital Management, LLC | 81,511 | $1.57M | 0.03% | +2,963+3.8% | Added |
| State Street Corp | 63,763 | $1.23M | 0.00% | +7,443+13.2% | Added |
| Northern Trust Corp | 52,176 | $1.01M | 0.00% | −4,179−7.4% | Reduced |
| Gendell Jeffrey L | 46,286 | $892.9K | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 46,021 | $887.7K | 0.01% | +2,963+6.9% | Added |
| Marshall Wace, LLP | 44,745 | $863.1K | 0.00% | +24,652+122.7% | Added |
| Goldman Sachs Group Inc | 41,199 | $794.7K | 0.00% | +27,741+206.1% | Added |
| First Manhattan Co | 35,627 | $687.2K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 35,525 | $685.3K | 0.00% | +13,392+60.5% | Added |
| O'Shaughnessy Asset Management, LLC | 34,615 | $667.7K | 0.00% | +9,566+38.2% | Added |
| Barclays PLC | 31,595 | $609.5K | 0.00% | +18,951+149.9% | Added |
| Arrowstreet Capital, Limited Partnership | 31,001 | $598.0K | 0.00% | +3,542+12.9% | Added |
| Citadel Advisors LLC | 29,638 | $571.7K | 0.00% | −4,028−12.0% | Reduced |
| Venture Visionary Partners LLC | 23,857 | $460.2K | 0.02% | +52+0.2% | Added |
| Valmark Advisers, Inc. | 22,751 | $438.9K | 0.01% | +22,751 | New |
| Morgan Stanley | 22,354 | $431.2K | 0.00% | +7,280+48.3% | Added |
| HSBC Holdings PLC | 19,850 | $387.9K | 0.00% | +19,850 | New |
| Ritholtz Wealth Management | 19,431 | $374.8K | 0.01% | +4,096+26.7% | Added |
| Charles Schwab Investment Management Inc | 18,155 | $350.2K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 15,852 | $305.8K | 0.00% | +13,194+496.4% | Added |
| Gsa Capital Partners LLP | 15,091 | $291.0K | 0.02% | +33+0.2% | Added |
| Bank of New York Mellon Corp | 14,713 | $283.8K | 0.00% | +1,926+15.1% | Added |
| Princeton Capital Management LLC | 11,408 | $220.1K | 0.06% | 00.0% | Unchanged |
| Millennium Management LLC | 11,105 | $214.2K | 0.00% | −5,753−34.1% | Reduced |
| Squarepoint Ops LLC | 11,060 | $213.3K | 0.00% | +11,060 | New |
| AQR Capital Management LLC | 10,471 | $202.0K | 0.00% | +10,471 | New |
| Acadian Asset Management LLC | 10,532 | $201.0K | 0.00% | +3,240+44.4% | Added |
| Rhumbline Advisers | 8,297 | $160.0K | 0.00% | −224−2.6% | Reduced |
| Wells Fargo & Company | 7,126 | $137.5K | 0.00% | +367+5.4% | Added |
| STRS Ohio | 7,000 | $135.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 6,300 | $122.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 5,157 | $99.5K | 0.00% | +2,328+82.3% | Added |
| SJS Investment Consulting Inc. | 3,793 | $73.2K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,300 | $63.7K | 0.00% | −2,300−41.1% | Reduced |
| Jones Financial Companies LLLP | 2,986 | $60.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,956 | $57.0K | 0.00% | +2,922+8,594.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,789 | $53.8K | 0.00% | −456−14.1% | Reduced |
| UBS Group AG | 2,219 | $42.8K | 0.00% | −3,376−60.3% | Reduced |
| Deutsche Bank AG | 2,211 | $42.6K | 0.00% | +2,211 | New |
| BNP Paribas Arbitrage, SA | 1,791 | $34.5K | 0.00% | +1,016+131.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,532 | $29.6K | 0.00% | +1,532 | New |
| Creative Financial Designs Inc | 705 | $13.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 676 | $13.0K | 0.00% | +676 | New |
| CWM, LLC | 675 | $13.0K | 0.00% | +675 | New |
| Tower Research Capital LLC (TRC) | 655 | $12.6K | 0.00% | +655 | New |
| Ameritas Investment Partners, Inc. | 606 | $11.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 536 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 410 | $7.91K | 0.00% | +250+156.3% | Added |
| California State Teachers Retirement System | 371 | $7.16K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 263 | $5.07K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 203 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 153 | $2.95K | 0.00% | +153 | New |
| Essential Partners LLC | 144 | $2.78K | 0.00% | +144 | New |
| State of Wyoming | 100 | $1.93K | 0.00% | −16−13.8% | Reduced |
| Citigroup Inc | 69 | $1.33K | 0.00% | −1,923−96.5% | Reduced |
| EverSource Wealth Advisors, LLC | 56 | $1.08K | 0.00% | +13+30.2% | Added |
| Royal Bank of Canada | 64 | $1.00K | 0.00% | −8,433−99.2% | Reduced |
| Covestor Ltd | 27 | $1.00K | 0.00% | +27 | New |
| Whittier Trust Co | 20 | $384 | 0.00% | +20 | New |
| Allworth Financial LP | 16 | $309 | 0.00% | +16 | New |
| FMR LLC | 9 | $174 | 0.00% | +9 | New |
| IFP Advisors, Inc | 8 | $154 | 0.00% | −3−27.3% | Reduced |
| True Wealth Design, LLC | 7 | $136 | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 6 | $116 | 0.00% | +6 | New |
| SBI Securities Co., Ltd. | 5 | $96 | 0.00% | 00.0% | Unchanged |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −265,791−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −38,486−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −359−100.0% | Sold out |