SB Financial GroupSBFG
13F holders, Q2 2025 (June 30)61holders +17
21new positions
4sold out
3famous investors
$19.10avg. 13F price*
At the end of Q2 2025, 61 institutions reported holding SB Financial Group Inc. (SBFG) in their 13F filings, up 17 from Q1 2025. 21 opened new positions and 4 sold out. The largest holders were Manufacturers Life Insurance Company, The ($9.1M), Cutler Capital Management, LLC ($7.5M) and Vanguard Group Inc. ($7.2M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), 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 2025)
- CUSIP
- 78408D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $3.1M |
| Exits | 4 | $6.8M |
All 13F filers, Q1 2025 → Q2 2025: 654,111 shares bought and 525,708 shares sold, net +128,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.1% | 476,574 | $9.1M |
| Cutler Capital Management, LLC | 3.20% | Reduce -0.1% | 391,983 | $7.5M |
| Vanguard Group Inc. | 0.00% | Add +9.9% | 375,871 | $7.2M |
| Strategic Value Bank Partners LLC | 3.85% | No change | 352,815 | $6.7M |
| BlackRock, Inc. | 0.00% | Add +425.0% | 293,203 | $5.6M |
| FJ Capital Management LLC | 0.54% | Reduce -28.5% | 265,791 | $5.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +10.5% | 186,608 | $3.6M |
| Petiole USA ltd | 2.38% | No change | 176,087 | $3.4M |
| Pinnacle Holdings, LLC | 1.25% | Add +0.0% | 156,909 | $3.0M |
| Geode Capital Management, LLC | 0.00% | Add +98.3% | 148,786 | $2.8M |
| Bridgeway Capital Management, LLC | 0.04% | Add +0.8% | 78,548 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +131.8% | 56,355 | $1.1M |
| State Street Corp. | 0.00% | Add +225.2% | 56,320 | $1.1M |
| Gendell Jeffrey L | 0.02% | No change | 46,286 | $884K |
| Empowered Funds, LLC | 0.01% | Add +1.4% | 43,058 | $822K |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.0% | 38,486 | $735K |
| First Manhattan Co. Llc. | 0.00% | No change | 35,627 | $680K |
| Citadel Advisors | 0.00% | Add +108.5% | 33,666 | $643K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 27,459 | $524K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -9.3% | 25,049 | $478K |
| Venture Visionary Partners LLC | 0.02% | Add +0.3% | 23,805 | $455K |
| Renaissance Technologies | 0.00% | New | 22,133 | $423K |
| Marshall Wace, LLP | 0.00% | New | 20,093 | $384K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 18,155 | $347K |
| Millennium Management | 0.00% | Reduce -64.6% | 16,858 | $322K |
| Ritholtz Wealth Management | 0.01% | Add +0.1% | 15,335 | $293K |
| Gsa Capital Partners LLP | 0.02% | New | 15,058 | $288K |
| Morgan Stanley | 0.00% | Add +192.8% | 15,074 | $288K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.0% | 13,458 | $257K |
| Bank of New York Mellon Corp | 0.00% | New | 12,787 | $244K |
| Barclays PLC | 0.00% | Add +3618.8% | 12,644 | $242K |
| Princeton Capital Management LLC | 0.06% | New | 11,408 | $218K |
| Rhumbline Advisers | 0.00% | New | 8,521 | $163K |
| Royal Bank of Canada | 0.00% | Add +34.9% | 8,497 | $162K |
| Acadian Asset Management LLC | 0.00% | Add +26.6% | 7,292 | $137K |
| STRS Ohio | 0.00% | New | 7,000 | $134K |
| Wells Fargo & Company | 0.00% | Add +207.8% | 6,759 | $129K |
| LSV Asset Management | 0.00% | New | 6,300 | $120K |
| New York State Common Retirement Fund | 0.00% | New | 5,600 | $107K |
| UBS Group AG | 0.00% | Add +512.1% | 5,595 | $107K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,793 | $72K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | New | 3,245 | $62K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,986 | $55K |
| JPMorgan Chase & Co. | 0.00% | Add +23475.0% | 2,829 | $54K |
| Bank of America Corp. | 0.00% | Add +4732.7% | 2,658 | $51K |
| Citigroup Inc. | 0.00% | Reduce -50.4% | 1,992 | $38K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,900 | $36K |
| BNP Paribas Financial Markets | 0.00% | New | 775 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 705 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 606 | $12K |
| Legal & General Group Plc | 0.00% | New | 536 | $10K |
| California State Teachers Retirement System | 0.00% | New | 371 | $7K |
| Raymond James Financial Inc. | 0.00% | New | 359 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 263 | $5K |
| Amalgamated Bank | 0.00% | New | 203 | $4K |
| Sterling Capital Management LLC | 0.00% | New | 160 | $3K |
| State of Wyoming | 0.00% | Reduce -64.0% | 116 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 43 | $821 |
| Farther Finance Advisors, LLC | 0.00% | New | 34 | $649 |
| IFP Advisors, Inc | 0.00% | No change | 11 | $210 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $96 |
"% of holder's portfolio" is SBFG's weight in each manager's 13F, not the share of SB Financial Group Inc. the manager owns.