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