SB Financial GroupSBFG
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 40 institutions reported holding SB Financial Group Inc. (SBFG) in their 13F filings, up 4 from Q1 2024. 4 opened new positions and 0 sold out. The largest holders were Alliancebernstein L.P. ($8.3M), Manufacturers Life Insurance Company, The ($6.8M) and Cutler Capital Management, LLC ($5.6M). 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 (Q2 2024)
- CUSIP
- 78408D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $207K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 36,075 shares bought and 3,942 shares sold, net +32,133 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Alliancebernstein L.P. | 0.00% | Add +2.1% | 590,102 | $8.3M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.1% | 484,638 | $6.8M |
| Cutler Capital Management, LLC | 2.73% | Add +0.8% | 403,376 | $5.6M |
| FJ Capital Management LLC | 0.55% | No change | 373,521 | $5.2M |
| Strategic Value Bank Partners LLC | 3.27% | No change | 352,815 | $4.9M |
| Petiole USA ltd | 3.12% | No change | 265,710 | $3.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.0% | 158,308 | $2.2M |
| Pinnacle Holdings, LLC | 1.03% | Reduce -0.2% | 157,393 | $2.2M |
| Vanguard Group Inc. | 0.00% | No change | 101,918 | $1.4M |
| Bridgeway Capital Management, LLC | 0.02% | Add +3.7% | 71,376 | $999K |
| Geode Capital Management, LLC | 0.00% | Add +1.2% | 68,660 | $961K |
| BlackRock Inc. | 0.00% | Reduce -0.1% | 57,133 | $800K |
| Gendell Jeffrey L | 0.02% | No change | 48,823 | $684K |
| Empowered Funds, LLC | 0.01% | Add +7.5% | 35,886 | $502K |
| First Manhattan Co. Llc. | 0.00% | No change | 35,627 | $499K |
| PL Capital Advisors, LLC | 0.16% | No change | 28,159 | $394K |
| Venture Visionary Partners LLC | 0.02% | Add +0.3% | 23,575 | $330K |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 18,045 | $253K |
| State Street Corp. | 0.00% | No change | 16,232 | $227K |
| Renaissance Technologies | 0.00% | Add +0.7% | 15,225 | $213K |
| Millennium Management | 0.00% | Reduce -19.8% | 10,584 | $148K |
| Princeton Capital Management LLC | 0.05% | New | 10,408 | $146K |
| Huntington National Bank | 0.00% | No change | 7,977 | $112K |
| Royal Bank of Canada | 0.00% | No change | 6,300 | $88K |
| UBS Group AG | 0.00% | New | 3,948 | $55K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,793 | $53K |
| Acadian Asset Management LLC | 0.00% | No change | 2,437 | $34K |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 2,196 | $31K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,900 | $27K |
| Morgan Stanley | 0.00% | No change | 1,441 | $20K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +18.3% | 946 | $13K |
| Creative Financial Designs Inc. | 0.00% | No change | 705 | $10K |
| Catalyst Funds Management Pty Ltd | 0.00% | No change | 530 | $7K |
| Innealta Capital, LLC | 0.00% | New | 395 | $6K |
| 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 |
| Bank of America Corp. | 0.00% | New | 56 | $784 |
| JPMorgan Chase & Co. | 0.00% | No change | 12 | $168 |
| IFP Advisors, Inc | 0.00% | No change | 11 | $154 |
"% of holder's portfolio" is SBFG's weight in each manager's 13F, not the share of SB Financial Group Inc. the manager owns.