SB Financial GroupSBFG
13F holders, Q4 2024 (December 31)43holders +2
3new positions
2sold out
$20.91avg. 13F price*
At the end of Q4 2024, 43 institutions reported holding SB Financial Group Inc. (SBFG) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 2 sold out. The largest holders were Manufacturers Life Insurance Company, The ($10.1M), Alliancebernstein L.P. ($9.8M) and Cutler Capital Management, LLC ($8.2M).
- Company
- SB Financial Group Inc.
- Filed as
- SB FINL GROUP INC (Q4 2024)
- CUSIP
- 78408D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $678K |
| Exits | 2 | $289K |
All 13F filers, Q3 2024 → Q4 2024: 347,116 shares bought and 224,406 shares sold, net +122,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.4% | 481,800 | $10.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -20.3% | 468,306 | $9.8M |
| Cutler Capital Management, LLC | 3.68% | Reduce -1.6% | 392,556 | $8.2M |
| FJ Capital Management LLC | 0.90% | Reduce -0.5% | 371,571 | $7.8M |
| Strategic Value Bank Partners LLC | 4.76% | No change | 352,815 | $7.4M |
| Vanguard Group Inc. | 0.00% | Add +235.6% | 341,989 | $7.2M |
| Petiole USA ltd | 2.45% | Reduce -30.0% | 186,087 | $3.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.2% | 164,832 | $3.4M |
| Pinnacle Holdings, LLC | 1.43% | Reduce -0.2% | 156,897 | $3.3M |
| Bridgeway Capital Management, LLC | 0.04% | Add +2.6% | 75,127 | $1.6M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 71,749 | $1.5M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 57,039 | $1.2M |
| Gendell Jeffrey L | 0.03% | No change | 48,823 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +215.0% | 41,136 | $860K |
| Empowered Funds, LLC | 0.01% | Add +5.0% | 39,637 | $829K |
| First Manhattan Co. Llc. | 0.00% | No change | 35,627 | $745K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +189.3% | 34,114 | $713K |
| PL Capital Advisors, LLC | 0.20% | No change | 28,159 | $589K |
| Northern Trust Corp. | 0.00% | Add +41.5% | 25,108 | $525K |
| Venture Visionary Partners LLC | 0.02% | Add +0.2% | 23,693 | $495K |
| Ritholtz Wealth Management | 0.01% | New | 19,516 | $408K |
| State Street Corp. | 0.00% | Add +6.7% | 17,321 | $362K |
| Princeton Capital Management LLC | 0.07% | No change | 10,408 | $218K |
| Jane Street Group, LLC | 0.00% | New | 9,935 | $208K |
| Huntington National Bank | 0.00% | No change | 7,977 | $167K |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 6,300 | $132K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,793 | $79K |
| Acadian Asset Management LLC | 0.00% | Add +51.5% | 3,693 | $76K |
| Citigroup Inc. | 0.00% | Add +31.6% | 3,130 | $65K |
| UBS Group AG | 0.00% | Add +1139.3% | 2,999 | $63K |
| Jones Financial Companies LLLP | 0.00% | New | 2,986 | $62K |
| Morgan Stanley | 0.00% | Add +84.0% | 2,653 | $55K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 2,196 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,900 | $40K |
| Barclays PLC | 0.00% | Reduce -9.3% | 1,153 | $24K |
| Creative Financial Designs Inc. | 0.00% | No change | 705 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +7.8% | 344 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 263 | $5K |
| State of Wyoming | 0.00% | Reduce -14.0% | 240 | $5K |
| Bank of America Corp. | 0.00% | Reduce -15.4% | 55 | $1K |
| JPMorgan Chase & Co. | 0.00% | No change | 12 | $251 |
| IFP Advisors, Inc | 0.00% | No change | 11 | $230 |
| SBI Securities Co., Ltd. | 0.00% | — | 5 | $105 |
"% of holder's portfolio" is SBFG's weight in each manager's 13F, not the share of SB Financial Group Inc. the manager owns.