SB Financial GroupSBFG

13F holders, Q1 2024 (March 31)
36holders
2famous investors
$13.78avg. 13F price*

At the end of Q1 2024, 36 institutions reported holding SB Financial Group Inc. (SBFG) in their 13F filings. The largest holders were Alliancebernstein L.P. ($8.0M), Manufacturers Life Insurance Company, The ($6.7M) and Cutler Capital Management, LLC ($5.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
SB Financial Group Inc.
Filed as
SB FINL GROUP INC (Q1 2024)
CUSIP
78408D105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 36Q1 2024Q2 2024: 40Q2 2024Q3 2024: 41Q3 2024Q4 2024: 43Q4 2024Q1 2025: 44Q1 2025Q2 2025: 61Q2 2025Q3 2025: 74Q3 2025Q4 2025: 72Q4 2025Q1 2026: 77Q1 2026Q2 2026: 73Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions0$0
Exits3$645K

Ownership 36 holders

Alliancebernstein L.P. 0.00% Add +1.7% 578,085 $8.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.0% 485,011 $6.7M
Cutler Capital Management, LLC 2.68% Add +0.0% 400,312 $5.5M
FJ Capital Management LLC 0.52% No change 373,521 $5.1M
Strategic Value Bank Partners LLC 3.18% No change 352,815 $4.9M
Petiole USA ltd 2.86% No change 265,710 $3.7M
Dimensional Fund Advisors LP 0.00% Add +0.6% 158,340 $2.2M
Pinnacle Holdings, LLC 0.90% Reduce -0.5% 157,705 $2.2M
Vanguard Group Inc. 0.00% No change 101,918 $1.4M
Bridgeway Capital Management, LLC 0.02% Add +3.7% 68,856 $949K
Geode Capital Management, LLC 0.00% No change 67,830 $935K
BlackRock Inc. 0.00% Reduce -5.1% 57,215 $788K
Gendell Jeffrey L 0.03% Add +7.3% 48,823 $673K
First Manhattan Co. Llc. 0.00% No change 35,627 $491K
Empowered Funds, LLC 0.01% Add +7.9% 33,366 $460K
PL Capital Advisors, LLC 0.15% No change 28,159 $388K
Venture Visionary Partners LLC 0.02% Add +0.3% 23,504 $324K
Northern Trust Corp. 0.00% Reduce -5.5% 18,525 $255K
State Street Corp. 0.00% No change 16,232 $224K
Renaissance Technologies 0.00% Reduce -0.8% 15,125 $208K
Millennium Management 0.00% Reduce -3.4% 13,194 $182K
Huntington National Bank 0.00% No change 7,977 $110K
Royal Bank of Canada 0.00% No change 6,300 $87K
SJS Investment Consulting Inc. 0.01% No change 3,793 $52K
Acadian Asset Management LLC 0.00% No change 2,437 $32K
Wells Fargo & Company 0.00% Add +4225.0% 2,249 $31K
PNC Financial Services Group, Inc. 0.00% No change 1,900 $26K
Morgan Stanley 0.00% No change 1,441 $20K
Tower Research Capital LLC (TRC) 0.00% Add +170.3% 800 $11K
Creative Financial Designs Inc. 0.00% No change 705 $10K
Catalyst Funds Management Pty Ltd 0.00% — 530 $7K
Qube Research & Technologies Ltd 0.00% No change 319 $4K
Barclays PLC 0.00% No change 299 $4K
Northwestern Mutual Wealth Management Co. 0.00% No change 263 $4K
JPMorgan Chase & Co. 0.00% No change 12 $165
IFP Advisors, Inc 0.00% No change 11 $152

"% of holder's portfolio" is SBFG's weight in each manager's 13F, not the share of SB Financial Group Inc. the manager owns.