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, Q4 2025
Institutional positions in SB Financial Group, Inc. as of Dec 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
- 72
- −2 vs. Q3 2025
- Shares held
- 3.33M
- −71.8K (−2.1%) vs. Q3 2025
- Total value
- $74.2M
- +$8.53M (+13.0%) vs. Q3 2025
- New holders
- 4
- 25 more added
- Sold out
- 6
- 27 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 473,718 | $10.5M | 0.01% | −1,230−0.3% | Reduced |
| Cutler Capital Management, LLC | 390,982 | $8.71M | 2.61% | −701−0.2% | Reduced |
| BlackRock, Inc. | 387,370 | $8.63M | 0.00% | +29,897+8.4% | Added |
| Vanguard Group Inc | 370,763 | $8.26M | 0.00% | −2,440−0.7% | Reduced |
| Strategic Value Bank Partners LLC | 274,163 | $6.11M | 4.18% | −4,659−1.7% | Reduced |
| Dimensional Fund Advisors LP | 192,095 | $4.28M | 0.00% | +4,930+2.6% | Added |
| Petiole USA ltd | 168,818 | $3.76M | 2.44% | −7,269−4.1% | Reduced |
| Pinnacle Holdings, LLC | 156,910 | $3.49M | 1.18% | +10.0% | Added |
| Geode Capital Management, LLC | 145,037 | $3.23M | 0.00% | +383+0.3% | Added |
| Bridgeway Capital Management, LLC | 81,511 | $1.82M | 0.04% | 00.0% | Unchanged |
| State Street Corp | 66,689 | $1.49M | 0.00% | +2,926+4.6% | Added |
| Goldman Sachs Group Inc | 51,019 | $1.14M | 0.00% | +9,820+23.8% | Added |
| Northern Trust Corp | 46,601 | $1.04M | 0.00% | −5,575−10.7% | Reduced |
| Gendell Jeffrey L | 46,286 | $1.03M | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 46,021 | $1.02M | 0.02% | 00.0% | Unchanged |
| First Manhattan Co | 35,627 | $793.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 34,053 | $758.4K | 0.00% | +2,458+7.8% | Added |
| Arrowstreet Capital, Limited Partnership | 31,001 | $690.4K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 27,425 | $610.8K | 0.00% | −8,100−22.8% | Reduced |
| Morgan Stanley | 25,640 | $571.0K | 0.00% | +3,286+14.7% | Added |
| HSBC Holdings PLC | 25,936 | $568.3K | 0.00% | +6,086+30.7% | Added |
| Venture Visionary Partners LLC | 23,912 | $532.5K | 0.02% | +55+0.2% | Added |
| Valmark Advisers, Inc. | 22,751 | $506.7K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 20,839 | $464.1K | 0.00% | −13,776−39.8% | Reduced |
| Bank of America Corp | 17,725 | $394.7K | 0.00% | +1,873+11.8% | Added |
| Charles Schwab Investment Management Inc | 16,615 | $370.0K | 0.00% | −1,540−8.5% | Reduced |
| Bank of New York Mellon Corp | 16,313 | $363.3K | 0.00% | +1,600+10.9% | Added |
| Citadel Advisors LLC | 14,964 | $333.2K | 0.00% | −14,674−49.5% | Reduced |
| Princeton Capital Management LLC | 14,408 | $320.9K | 0.08% | +3,000+26.3% | Added |
| AQR Capital Management LLC | 13,301 | $296.2K | 0.00% | +2,830+27.0% | Added |
| Gsa Capital Partners LLP | 11,730 | $261.0K | 0.02% | −3,361−22.3% | Reduced |
| Acadian Asset Management LLC | 11,828 | $261.0K | 0.00% | +1,296+12.3% | Added |
| Ritholtz Wealth Management | 9,375 | $208.8K | 0.00% | −10,056−51.8% | Reduced |
| Wells Fargo & Company | 9,151 | $203.8K | 0.00% | +2,025+28.4% | Added |
| STRS Ohio | 7,000 | $155.9K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 6,441 | $143.4K | 0.00% | −1,856−22.4% | Reduced |
| LSV Asset Management | 6,300 | $140.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,141 | $92.2K | 0.00% | +1,930+87.3% | Added |
| SJS Investment Consulting Inc. | 3,794 | $84.5K | 0.01% | +10.0% | Added |
| JPMorgan Chase & Co | 3,432 | $76.4K | 0.00% | −1,725−33.4% | Reduced |
| New York State Common Retirement Fund | 3,300 | $73.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,986 | $66.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 2,727 | $60.7K | 0.00% | −62−2.2% | Reduced |
| Citigroup Inc | 1,964 | $43.7K | 0.00% | +1,895+2,746.4% | Added |
| BNP Paribas Arbitrage, SA | 1,821 | $40.6K | 0.00% | +30+1.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,532 | $34.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 940 | $21.0K | 0.00% | +265+39.3% | Added |
| Creative Financial Designs Inc | 705 | $15.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 606 | $13.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 604 | $13.5K | 0.00% | −1,615−72.8% | Reduced |
| Russell Investments Group, Ltd. | 567 | $12.6K | 0.00% | −109−16.1% | Reduced |
| Legal & General Group Plc | 536 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 495 | $11.0K | 0.00% | −160−24.4% | Reduced |
| FMR LLC | 431 | $9.60K | 0.00% | +422+4,688.9% | Added |
| California State Teachers Retirement System | 351 | $7.82K | 0.00% | −20−5.4% | Reduced |
| Sterling Capital Management LLC | 330 | $7.35K | 0.00% | −80−19.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 263 | $5.86K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 180 | $4.00K | 0.00% | −23−11.3% | Reduced |
| Essential Partners LLC | 176 | $3.92K | 0.00% | +32+22.2% | Added |
| Farther Finance Advisors, LLC | 139 | $3.10K | 0.00% | −2,817−95.3% | Reduced |
| State of Wyoming | 102 | $2.27K | 0.00% | +2+2.0% | Added |
| The PNC Financial Services Group, Inc. | 79 | $1.76K | 0.00% | +79 | New |
| Royal Bank of Canada | 46 | $1.00K | 0.00% | −18−28.1% | Reduced |
| Covestor Ltd | 38 | $1.00K | 0.00% | +11+40.7% | Added |
| EverSource Wealth Advisors, LLC | 25 | $557 | 0.00% | −31−55.4% | Reduced |
| Allworth Financial LP | 15 | $335 | 0.00% | −1−6.3% | Reduced |
| GAMMA Investing LLC | 7 | $156 | 0.00% | +7 | New |
| True Wealth Design, LLC | 5 | $112 | 0.00% | −2−28.6% | Reduced |
| IFP Advisors, Inc | 5 | $111 | 0.00% | −3−37.5% | Reduced |
| SBI Securities Co., Ltd. | 5 | $111 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $89 | 0.00% | +4 | New |
| MAI Capital Management | 2 | $45 | 0.00% | +2 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −44,745−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −11,105−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,060−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |