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, Q1 2026
Institutional positions in SB Financial Group, Inc. as of Mar 31, 2026. 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
- 77
- +6 vs. Q4 2025
- Shares held
- 3.40M
- +442.2K (+14.9%) vs. Q4 2025
- Total value
- $71.5M
- +$5.55M (+8.4%) vs. Q4 2025
- New holders
- 11
- 21 more added
- Sold out
- 5
- 24 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding SB Financial Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 470,502 | $9.88M | 0.01% | −3,216−0.7% | Reduced |
| BlackRock, Inc. | 394,864 | $8.29M | 0.00% | +7,494+1.9% | Added |
| Cutler Capital Management, LLC | 390,137 | $8.19M | 2.26% | −845−0.2% | Reduced |
| Vanguard Capital Management LLC | 297,734 | $6.25M | 0.00% | +297,734 | New |
| Strategic Value Bank Partners LLC | 274,163 | $5.76M | 3.09% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 197,772 | $4.15M | 0.00% | +5,677+3.0% | Added |
| Petiole USA ltd | 168,818 | $3.55M | 2.48% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 156,910 | $3.30M | 1.07% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 139,078 | $2.92M | 0.00% | −5,959−4.1% | Reduced |
| Goldman Sachs Group Inc | 85,547 | $1.80M | 0.00% | +34,528+67.7% | Added |
| Bridgeway Capital Management, LLC | 81,511 | $1.71M | 0.03% | 00.0% | Unchanged |
| State Street Corp | 72,410 | $1.52M | 0.00% | +5,721+8.6% | Added |
| Northern Trust Corp | 49,512 | $1.04M | 0.00% | +2,911+6.2% | Added |
| Gendell Jeffrey L | 46,286 | $972.0K | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 46,021 | $966.4K | 0.01% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 37,514 | $787.8K | 0.00% | +37,514 | New |
| First Manhattan Co | 35,627 | $748.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 32,965 | $692.3K | 0.00% | +32,965 | New |
| HSBC Holdings PLC | 31,832 | $671.7K | 0.00% | +5,896+22.7% | Added |
| Arrowstreet Capital, Limited Partnership | 31,001 | $651.0K | 0.00% | 00.0% | Unchanged |
| PL Capital Advisors, LLC | 30,000 | $630.0K | 0.19% | +30,000 | New |
| Renaissance Technologies LLC | 27,825 | $584.3K | 0.00% | +400+1.5% | Added |
| Barclays PLC | 27,537 | $578.3K | 0.00% | −6,516−19.1% | Reduced |
| Venture Visionary Partners LLC | 23,968 | $503.3K | 0.02% | +56+0.2% | Added |
| Morgan Stanley | 23,805 | $499.9K | 0.00% | −1,835−7.2% | Reduced |
| Valmark Advisers, Inc. | 22,917 | $481.3K | 0.01% | +166+0.7% | Added |
| Bank of America Corp | 19,633 | $412.3K | 0.00% | +1,908+10.8% | Added |
| Princeton Capital Management LLC | 18,408 | $386.6K | 0.11% | +4,000+27.8% | Added |
| O'Shaughnessy Asset Management, LLC | 17,415 | $365.7K | 0.00% | −3,424−16.4% | Reduced |
| Charles Schwab Investment Management Inc | 16,615 | $348.9K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 15,884 | $331.0K | 0.00% | +4,056+34.3% | Added |
| Bank of New York Mellon Corp | 15,055 | $316.2K | 0.00% | −1,258−7.7% | Reduced |
| Alliancebernstein L.P. | 14,126 | $314.6K | 0.00% | +14,126 | New |
| Citadel Advisors LLC | 14,675 | $308.2K | 0.00% | −289−1.9% | Reduced |
| AQR Capital Management LLC | 12,918 | $271.3K | 0.00% | −383−2.9% | Reduced |
| Globeflex Capital L P | 7,085 | $148.8K | 0.02% | +7,085 | New |
| STRS Ohio | 7,000 | $147.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 6,420 | $134.8K | 0.00% | −21−0.3% | Reduced |
| Wells Fargo & Company | 4,715 | $99.0K | 0.00% | −4,436−48.5% | Reduced |
| LSV Asset Management | 4,700 | $99.0K | 0.00% | −1,600−25.4% | Reduced |
| SJS Investment Consulting Inc. | 3,794 | $79.7K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,300 | $69.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,986 | $61.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 2,829 | $59.4K | 0.00% | +2,829 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,795 | $58.7K | 0.00% | +68+2.5% | Added |
| Deutsche Bank AG | 2,709 | $56.9K | 0.00% | −1,432−34.6% | Reduced |
| Farther Finance Advisors, LLC | 2,468 | $51.2K | 0.00% | +2,329+1,675.5% | Added |
| JPMorgan Chase & Co | 2,397 | $50.9K | 0.00% | −1,035−30.2% | Reduced |
| BNP Paribas Arbitrage, SA | 1,727 | $36.3K | 0.00% | −94−5.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,532 | $32.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 1,019 | $21.4K | 0.00% | +415+68.7% | Added |
| Tower Research Capital LLC (TRC) | 888 | $18.6K | 0.00% | +393+79.4% | Added |
| CWM, LLC | 875 | $18.4K | 0.00% | −65−6.9% | Reduced |
| Creative Financial Designs Inc | 705 | $14.8K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 615 | $12.9K | 0.00% | +48+8.5% | Added |
| Ameritas Investment Partners, Inc. | 606 | $12.7K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 536 | $11.3K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 263 | $5.52K | 0.00% | −1,701−86.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 263 | $5.52K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 228 | $5.00K | 0.00% | +228 | New |
| Sterling Capital Management LLC | 190 | $3.99K | 0.00% | −140−42.4% | Reduced |
| Essential Partners LLC | 135 | $2.83K | 0.00% | −41−23.3% | Reduced |
| State of Wyoming | 77 | $1.62K | 0.00% | −25−24.5% | Reduced |
| The PNC Financial Services Group, Inc. | 73 | $1.53K | 0.00% | −6−7.6% | Reduced |
| Covestor Ltd | 26 | $1.00K | 0.00% | −12−31.6% | Reduced |
| EverSource Wealth Advisors, LLC | 24 | $504 | 0.00% | −1−4.0% | Reduced |
| FMR LLC | 23 | $483 | 0.00% | −408−94.7% | Reduced |
| Allworth Financial LP | 16 | $336 | 0.00% | +1+6.7% | Added |
| GAMMA Investing LLC | 14 | $294 | 0.00% | +7+100.0% | Added |
| MAI Capital Management | 12 | $252 | 0.00% | +10+500.0% | Added |
| Rothschild Investment LLC | 7 | $147 | 0.00% | +3+75.0% | Added |
| True Wealth Design, LLC | 5 | $105 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5 | $105 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $105 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2 | $42 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 5 | $21 | 0.00% | +5 | New |
| Root Financial Partners, LLC | 1 | $21 | 0.00% | +1 | New |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,730−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −9,375−100.0% | Sold out |
| California State Teachers Retirement System | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |