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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 5 | $21 | 0.00% | +5 | New |
| Root Financial Partners, LLC | 1 | $21 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 2 | $42 | 0.00% | +2 | New |
| 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 |
| Rothschild Investment LLC | 7 | $147 | 0.00% | +3+75.0% | Added |
| MAI Capital Management | 12 | $252 | 0.00% | +10+500.0% | Added |
| GAMMA Investing LLC | 14 | $294 | 0.00% | +7+100.0% | Added |
| Allworth Financial LP | 16 | $336 | 0.00% | +1+6.7% | Added |
| FMR LLC | 23 | $483 | 0.00% | −408−94.7% | Reduced |
| EverSource Wealth Advisors, LLC | 24 | $504 | 0.00% | −1−4.0% | Reduced |
| Covestor Ltd | 26 | $1.00K | 0.00% | −12−31.6% | Reduced |
| The PNC Financial Services Group, Inc. | 73 | $1.53K | 0.00% | −6−7.6% | Reduced |
| State of Wyoming | 77 | $1.62K | 0.00% | −25−24.5% | Reduced |
| Essential Partners LLC | 135 | $2.83K | 0.00% | −41−23.3% | Reduced |
| Sterling Capital Management LLC | 190 | $3.99K | 0.00% | −140−42.4% | Reduced |
| Hantz Financial Services, Inc. | 228 | $5.00K | 0.00% | +228 | New |
| 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 |
| Legal & General Group Plc | 536 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 606 | $12.7K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 615 | $12.9K | 0.00% | +48+8.5% | Added |
| Creative Financial Designs Inc | 705 | $14.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 875 | $18.4K | 0.00% | −65−6.9% | Reduced |
| Tower Research Capital LLC (TRC) | 888 | $18.6K | 0.00% | +393+79.4% | Added |
| UBS Group AG | 1,019 | $21.4K | 0.00% | +415+68.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,532 | $32.2K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,727 | $36.3K | 0.00% | −94−5.2% | Reduced |
| JPMorgan Chase & Co | 2,397 | $50.9K | 0.00% | −1,035−30.2% | Reduced |
| Farther Finance Advisors, LLC | 2,468 | $51.2K | 0.00% | +2,329+1,675.5% | Added |
| Deutsche Bank AG | 2,709 | $56.9K | 0.00% | −1,432−34.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,795 | $58.7K | 0.00% | +68+2.5% | Added |
| Vanguard Global Advisers, LLC | 2,829 | $59.4K | 0.00% | +2,829 | New |
| Jones Financial Companies LLLP | 2,986 | $61.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 3,300 | $69.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3,794 | $79.7K | 0.01% | 00.0% | Unchanged |
| LSV Asset Management | 4,700 | $99.0K | 0.00% | −1,600−25.4% | Reduced |
| Wells Fargo & Company | 4,715 | $99.0K | 0.00% | −4,436−48.5% | Reduced |
| Rhumbline Advisers | 6,420 | $134.8K | 0.00% | −21−0.3% | Reduced |
| STRS Ohio | 7,000 | $147.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 7,085 | $148.8K | 0.02% | +7,085 | New |
| AQR Capital Management LLC | 12,918 | $271.3K | 0.00% | −383−2.9% | Reduced |
| Citadel Advisors LLC | 14,675 | $308.2K | 0.00% | −289−1.9% | Reduced |
| Alliancebernstein L.P. | 14,126 | $314.6K | 0.00% | +14,126 | New |
| Bank of New York Mellon Corp | 15,055 | $316.2K | 0.00% | −1,258−7.7% | Reduced |
| Acadian Asset Management LLC | 15,884 | $331.0K | 0.00% | +4,056+34.3% | Added |
| Charles Schwab Investment Management Inc | 16,615 | $348.9K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 17,415 | $365.7K | 0.00% | −3,424−16.4% | Reduced |
| Princeton Capital Management LLC | 18,408 | $386.6K | 0.11% | +4,000+27.8% | Added |
| Bank of America Corp | 19,633 | $412.3K | 0.00% | +1,908+10.8% | Added |
| Valmark Advisers, Inc. | 22,917 | $481.3K | 0.01% | +166+0.7% | Added |
| Morgan Stanley | 23,805 | $499.9K | 0.00% | −1,835−7.2% | Reduced |
| Venture Visionary Partners LLC | 23,968 | $503.3K | 0.02% | +56+0.2% | Added |
| Barclays PLC | 27,537 | $578.3K | 0.00% | −6,516−19.1% | Reduced |
| Renaissance Technologies LLC | 27,825 | $584.3K | 0.00% | +400+1.5% | Added |
| PL Capital Advisors, LLC | 30,000 | $630.0K | 0.19% | +30,000 | New |
| Arrowstreet Capital, Limited Partnership | 31,001 | $651.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 31,832 | $671.7K | 0.00% | +5,896+22.7% | Added |
| Vanguard Portfolio Management LLC | 32,965 | $692.3K | 0.00% | +32,965 | New |
| First Manhattan Co | 35,627 | $748.2K | 0.00% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 37,514 | $787.8K | 0.00% | +37,514 | New |
| Empowered Funds, LLC | 46,021 | $966.4K | 0.01% | 00.0% | Unchanged |
| Gendell Jeffrey L | 46,286 | $972.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 49,512 | $1.04M | 0.00% | +2,911+6.2% | Added |
| State Street Corp | 72,410 | $1.52M | 0.00% | +5,721+8.6% | Added |
| Bridgeway Capital Management, LLC | 81,511 | $1.71M | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 85,547 | $1.80M | 0.00% | +34,528+67.7% | Added |
| Geode Capital Management, LLC | 139,078 | $2.92M | 0.00% | −5,959−4.1% | Reduced |
| Pinnacle Holdings, LLC | 156,910 | $3.30M | 1.07% | 00.0% | Unchanged |
| Petiole USA ltd | 168,818 | $3.55M | 2.48% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 197,772 | $4.15M | 0.00% | +5,677+3.0% | Added |
| Strategic Value Bank Partners LLC | 274,163 | $5.76M | 3.09% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 297,734 | $6.25M | 0.00% | +297,734 | New |
| Cutler Capital Management, LLC | 390,137 | $8.19M | 2.26% | −845−0.2% | Reduced |
| BlackRock, Inc. | 394,864 | $8.29M | 0.00% | +7,494+1.9% | Added |
| Manufacturers Life Insurance Company, The | 470,502 | $9.88M | 0.01% | −3,216−0.7% | Reduced |
| 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 |