SB Financial GroupSBFG
13F holders, Q4 2025 (December 31)72holders −2
4new positions
6sold out
3famous investors
$22.27avg. 13F price*
At the end of Q4 2025, 72 institutions reported holding SB Financial Group Inc. (SBFG) in their 13F filings, down 2 from Q3 2025. 4 opened new positions and 6 sold out. The largest holders were Manufacturers Life Insurance Company, The ($10.5M), Cutler Capital Management, LLC ($8.7M) and BlackRock, Inc. ($8.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SB Financial Group Inc.
- Filed as
- SB FINL GROUP INC (Q4 2025)
- CUSIP
- 78408D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2K |
| Exits | 6 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 77,146 shares bought and 148,992 shares sold, net −71,846 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.3% | 473,718 | $10.5M |
| Cutler Capital Management, LLC | 3.22% | Reduce -0.2% | 390,982 | $8.7M |
| BlackRock, Inc. | 0.00% | Add +8.4% | 387,370 | $8.6M |
| Vanguard Group Inc. | 0.00% | Reduce -0.7% | 370,763 | $8.3M |
| Strategic Value Bank Partners LLC | 4.18% | Reduce -1.7% | 274,163 | $6.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.6% | 192,095 | $4.3M |
| Petiole USA ltd | 2.44% | Reduce -4.1% | 168,818 | $3.8M |
| Pinnacle Holdings, LLC | 1.33% | Add +0.0% | 156,910 | $3.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 145,037 | $3.2M |
| Bridgeway Capital Management, LLC | 0.04% | No change | 81,511 | $1.8M |
| State Street Corp. | 0.00% | Add +4.6% | 66,689 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +23.8% | 51,019 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -10.7% | 46,601 | $1.0M |
| Gendell Jeffrey L | 0.02% | No change | 46,286 | $1.0M |
| Empowered Funds, LLC | 0.02% | No change | 46,021 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | No change | 35,627 | $793K |
| Barclays PLC | 0.00% | Add +7.8% | 34,053 | $758K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 31,001 | $690K |
| Renaissance Technologies | 0.00% | Reduce -22.8% | 27,425 | $611K |
| Morgan Stanley | 0.00% | Add +14.7% | 25,640 | $571K |
| HSBC Holdings PLC | 0.00% | Add +30.7% | 25,936 | $568K |
| Venture Visionary Partners LLC | 0.02% | Add +0.2% | 23,912 | $533K |
| Valmark Advisers, Inc. | 0.01% | No change | 22,751 | $507K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -39.8% | 20,839 | $464K |
| Bank of America Corp. | 0.00% | Add +11.8% | 17,725 | $395K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.5% | 16,615 | $370K |
| Bank of New York Mellon Corp | 0.00% | Add +10.9% | 16,313 | $363K |
| Citadel Advisors | 0.00% | Reduce -49.5% | 14,964 | $333K |
| Princeton Capital Management LLC | 0.08% | Add +26.3% | 14,408 | $321K |
| AQR Capital Management | 0.00% | Add +27.0% | 13,301 | $296K |
| Gsa Capital Partners LLP | 0.02% | Reduce -22.3% | 11,730 | $261K |
| Acadian Asset Management LLC | 0.00% | Add +12.3% | 11,828 | $261K |
| Ritholtz Wealth Management | 0.00% | Reduce -51.8% | 9,375 | $209K |
| Wells Fargo & Company | 0.00% | Add +28.4% | 9,151 | $204K |
| STRS Ohio | 0.00% | No change | 7,000 | $156K |
| Rhumbline Advisers | 0.00% | Reduce -22.4% | 6,441 | $143K |
| LSV Asset Management | 0.00% | No change | 6,300 | $140K |
| Deutsche Bank AG | 0.00% | Add +87.3% | 4,141 | $92K |
| SJS Investment Consulting Inc. | 0.01% | Add +0.0% | 3,794 | $84K |
| JPMorgan Chase & Co. | 0.00% | Reduce -33.5% | 3,432 | $76K |
| New York State Common Retirement Fund | 0.00% | No change | 3,300 | $73K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,986 | $66K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.2% | 2,727 | $61K |
| Citigroup Inc. | 0.00% | Add +2746.4% | 1,964 | $44K |
| BNP Paribas Financial Markets | 0.00% | Add +1.7% | 1,821 | $41K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,532 | $34K |
| Cwm, LLC | 0.00% | Add +39.3% | 940 | $21K |
| Creative Financial Designs Inc. | 0.00% | No change | 705 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 606 | $13K |
| UBS Group AG | 0.00% | Reduce -72.8% | 604 | $13K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.1% | 567 | $13K |
| Legal & General Group Plc | 0.00% | No change | 536 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -24.4% | 495 | $11K |
| FMR LLC | 0.00% | Add +4688.9% | 431 | $10K |
| California State Teachers Retirement System | 0.00% | Reduce -5.4% | 351 | $8K |
| Sterling Capital Management LLC | 0.00% | Reduce -19.5% | 330 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 263 | $6K |
| Amalgamated Bank | 0.00% | Reduce -11.3% | 180 | $4K |
| Essential Partners LLC | 0.00% | Add +22.2% | 176 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -95.3% | 139 | $3K |
| State of Wyoming | 0.00% | Add +2.0% | 102 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 79 | $2K |
| Covestor Ltd | 0.00% | Add +40.7% | 38 | $1K |
| Royal Bank of Canada | 0.00% | Reduce -28.1% | 46 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -55.4% | 25 | $557 |
| Allworth Financial LP | 0.00% | Reduce -6.3% | 15 | $335 |
| GAMMA Investing LLC | 0.00% | New | 7 | $156 |
| True Wealth Design, LLC | 0.00% | Reduce -28.6% | 5 | $112 |
| IFP Advisors, Inc | 0.00% | Reduce -37.5% | 5 | $111 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $111 |
| Rothschild Investment LLC | 0.00% | New | 4 | $89 |
| MAI Capital Management | 0.00% | New | 2 | $45 |
"% of holder's portfolio" is SBFG's weight in each manager's 13F, not the share of SB Financial Group Inc. the manager owns.