SB Financial GroupSBFG
13F holders, Q2 2026 (June 30)73holders −4
13new positions
16sold out
4famous investors
$25.23avg. 13F price*
At the end of Q2 2026, 73 institutions reported holding SB Financial Group Inc. (SBFG) in their 13F filings, down 4 from Q1 2026. 13 opened new positions and 16 sold out. The largest holders were Manufacturers Life Insurance Company, The ($11.8M), Cutler Capital Management, LLC ($9.8M) and Vanguard Capital Management LLC ($6.4M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SB Financial Group Inc.
- Filed as
- SB FINL GROUP INC (Q2 2026)
- CUSIP
- 78408D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $11.6M |
| Exits | 16 | $1.8M |
All 13F filers, Q1 2026 → Q2 2026: 553,530 shares bought and 747,454 shares sold, net −193,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.6% | 467,892 | $11.8M |
| Cutler Capital Management, LLC | 3.10% | Reduce -0.6% | 387,852 | $9.8M |
| Vanguard Capital Management LLC | 0.00% | Reduce -14.7% | 253,928 | $6.4M |
| Strategic Value Bank Partners LLC | 4.31% | Reduce -11.1% | 243,628 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | New | 241,463 | $6.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.5% | 202,631 | $5.1M |
| BlackRock, Inc. | 0.00% | Reduce -59.8% | 158,817 | $4.0M |
| Pinnacle Holdings, LLC | 1.30% | Reduce -0.2% | 156,598 | $4.0M |
| Truffle Hound Capital, LLC | 1.44% | New | 90,373 | $2.3M |
| Bridgeway Capital Management, LLC | 0.04% | No change | 81,511 | $2.1M |
| Geode Capital Management, LLC | 0.00% | Reduce -48.9% | 71,130 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.1% | 58,053 | $1.5M |
| Marshall Wace, LLP | 0.00% | New | 57,913 | $1.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +57.6% | 48,869 | $1.2M |
| Gendell Jeffrey L | 0.01% | No change | 46,286 | $1.2M |
| Empowered Funds, LLC | 0.01% | No change | 46,021 | $1.2M |
| Renaissance Technologies | 0.00% | Add +43.2% | 39,846 | $1.0M |
| HSBC Holdings PLC | 0.00% | Add +19.8% | 38,138 | $928K |
| First Manhattan Co. Llc. | 0.00% | No change | 35,627 | $900K |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -5.2% | 35,570 | $899K |
| PL Capital Advisors, LLC | 0.23% | Add +10.3% | 33,101 | $836K |
| Morgan Stanley | 0.00% | Add +23.9% | 29,488 | $745K |
| Barclays PLC | 0.00% | Reduce -0.6% | 27,374 | $692K |
| Petiole USA ltd | 0.48% | Reduce -84.3% | 26,437 | $668K |
| Citadel Advisors | 0.00% | Add +75.6% | 25,775 | $651K |
| Venture Visionary Partners LLC | 0.02% | Add +0.2% | 24,025 | $607K |
| Valmark Advisers, Inc. | 0.01% | Add +0.7% | 23,083 | $583K |
| Millennium Management | 0.00% | New | 22,519 | $569K |
| State Street Corp. | 0.00% | Reduce -69.7% | 21,950 | $555K |
| AQR Capital Management | 0.00% | Add +50.6% | 19,460 | $492K |
| Acadian Asset Management LLC | 0.00% | Add +22.3% | 19,419 | $485K |
| Princeton Capital Management LLC | 0.10% | No change | 18,408 | $465K |
| Alliancebernstein L.P. | 0.00% | Add +53.0% | 21,615 | $454K |
| Northern Trust Corp. | 0.00% | Reduce -72.0% | 13,885 | $351K |
| Bank of America Corp. | 0.00% | Reduce -29.9% | 13,762 | $348K |
| UBS Group AG | 0.00% | Add +1142.8% | 12,664 | $320K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -34.3% | 11,436 | $289K |
| Quadrature Capital Ltd | 0.00% | New | 11,059 | $279K |
| Qube Research & Technologies Ltd | 0.00% | New | 9,921 | $251K |
| Jane Street Group, LLC | 0.00% | New | 9,813 | $248K |
| Squarepoint Ops LLC | 0.00% | New | 8,812 | $223K |
| Globeflex Capital L P | 0.02% | No change | 7,085 | $179K |
| Aster Capital Management (DIFC) Ltd | 0.04% | New | 6,798 | $172K |
| LSV Asset Management | 0.00% | Add +25.6% | 5,904 | $149K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,794 | $96K |
| BNP Paribas Financial Markets | 0.00% | Add +72.1% | 2,972 | $75K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,986 | $74K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 2,829 | $71K |
| Farther Finance Advisors, LLC | 0.00% | Add +10.7% | 2,731 | $69K |
| Wells Fargo & Company | 0.00% | Reduce -53.4% | 2,197 | $56K |
| Rhumbline Advisers | 0.00% | Reduce -65.9% | 2,187 | $55K |
| Los Angeles Capital Management LLC | 0.00% | New | 1,362 | $34K |
| Creative Financial Designs Inc. | 0.00% | No change | 705 | $18K |
| JPMorgan Chase & Co. | 0.00% | Reduce -86.4% | 326 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -56.1% | 270 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 263 | $7K |
| Arax Advisory Partners | 0.00% | Add +3640.0% | 187 | $5K |
| FMR LLC | 0.00% | Add +260.9% | 83 | $2K |
| Royal Bank of Canada | 0.00% | New | 75 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 73 | $2K |
| Assetmark, Inc. | 0.00% | New | 46 | $1K |
| Essential Partners LLC | 0.00% | Reduce -67.4% | 44 | $1K |
| Allworth Financial LP | 0.00% | Add +150.0% | 40 | $1K |
| Covestor Ltd | 0.00% | Add +7.7% | 28 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -83.3% | 38 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 24 | $606 |
| IFP Advisors, Inc | 0.00% | Add +240.0% | 17 | $430 |
| GAMMA Investing LLC | 0.00% | No change | 14 | $354 |
| Rothschild Investment LLC | 0.00% | Add +71.4% | 12 | $303 |
| True Wealth Design, LLC | 0.00% | Add +80.0% | 9 | $228 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $126 |
| Basecamp Wealth Advisors LLC | 0.00% | Add +50.0% | 3 | $76 |
| Wealth Enhancement Trust Services, Inc. | 0.00% | New | 2 | $51 |
"% of holder's portfolio" is SBFG's weight in each manager's 13F, not the share of SB Financial Group Inc. the manager owns.