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