SB Financial GroupSBFG

13F holders, Q1 2025 (March 31)
44holders +1
3new positions
2sold out
2famous investors
$20.82avg. 13F price*

At the end of Q1 2025, 44 institutions reported holding SB Financial Group Inc. (SBFG) in their 13F filings, up 1 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were Manufacturers Life Insurance Company, The ($10.0M), Cutler Capital Management, LLC ($8.2M) and FJ Capital Management LLC ($7.7M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SB Financial Group Inc.
Filed as
SB FINL GROUP INC (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$1.7M
Exits2$806K

All 13F filers, Q4 2024 → Q1 2025: 157,709 shares bought and 239,329 shares sold, net −81,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 44 holders

Manufacturers Life Insurance Company, The 0.01% Reduce -0.0% 481,652 $10.0M
Cutler Capital Management, LLC 3.63% No change 392,556 $8.2M
FJ Capital Management LLC 0.80% No change 371,571 $7.7M
Strategic Value Bank Partners LLC 4.70% No change 352,815 $7.3M
Vanguard Group Inc. 0.00% No change 341,989 $7.1M
Alliancebernstein L.P. 0.00% Reduce -36.8% 296,051 $6.2M
Petiole USA ltd 2.59% Reduce -5.4% 176,087 $3.7M
Dimensional Fund Advisors LP 0.00% Add +2.4% 168,812 $3.5M
Pinnacle Holdings, LLC 1.44% No change 156,897 $3.3M
Susquehanna International Group, LLP 0.00% Add +112.8% 87,527 $1.8M
Bridgeway Capital Management, LLC 0.04% Add +3.8% 77,959 $1.6M
Geode Capital Management, LLC 0.00% Add +4.5% 75,015 $1.6M
BlackRock, Inc. 0.00% Reduce -2.1% 55,851 $1.2M
Millennium Management 0.00% New 47,637 $992K
Gendell Jeffrey L 0.04% Reduce -5.2% 46,286 $964K
Empowered Funds, LLC 0.01% Add +7.1% 42,469 $884K
First Manhattan Co. Llc. 0.00% No change 35,627 $742K
O'shaughnessy Asset Management, LLC 0.00% Reduce -19.0% 27,633 $575K
Northern Trust Corp. 0.00% Reduce -3.2% 24,307 $506K
Venture Visionary Partners LLC 0.02% Add +0.2% 23,746 $494K
Jane Street Group, LLC 0.00% Add +123.0% 22,159 $461K
State Street Corp. 0.00% No change 17,321 $361K
Goldman Sachs Group Inc. 0.00% New 16,822 $350K
Citadel Advisors 0.00% New 16,143 $336K
Ritholtz Wealth Management 0.01% Reduce -21.5% 15,312 $319K
Huntington National Bank 0.00% No change 7,977 $166K
Royal Bank of Canada 0.00% No change 6,300 $131K
Acadian Asset Management LLC 0.00% Add +56.0% 5,761 $119K
Morgan Stanley 0.00% Add +94.0% 5,148 $107K
Citigroup Inc. 0.00% Add +28.2% 4,014 $84K
SJS Investment Consulting Inc. 0.01% No change 3,793 $79K
Jones Financial Companies LLLP 0.00% No change 2,986 $63K
Wells Fargo & Company 0.00% No change 2,196 $46K
PNC Financial Services Group, Inc. 0.00% No change 1,900 $40K
UBS Group AG 0.00% Reduce -69.5% 914 $19K
Creative Financial Designs Inc. 0.00% No change 705 $15K
Barclays PLC 0.00% Reduce -70.5% 340 $7K
State of Wyoming 0.00% Add +34.2% 322 $7K
Northwestern Mutual Wealth Management Co. 0.00% No change 263 $5K
Tower Research Capital LLC (TRC) 0.00% Reduce -72.7% 94 $2K
Bank of America Corp. 0.00% No change 55 $1K
JPMorgan Chase & Co. 0.00% No change 12 $250
IFP Advisors, Inc 0.00% No change 11 $229
SBI Securities Co., Ltd. 0.00% No change 5 $104

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