SB Financial GroupSBFG
13F holders, Q1 2026 (March 31)77holders +5
7new positions
5sold out
3famous investors
$21.01avg. 13F price*
At the end of Q1 2026, 77 institutions reported holding SB Financial Group Inc. (SBFG) in their 13F filings, up 5 from Q4 2025. 7 opened new positions and 5 sold out. The largest holders were Manufacturers Life Insurance Company, The ($9.9M), BlackRock, Inc. ($8.3M) and Cutler Capital Management, LLC ($8.2M). 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 (Q1 2026)
- CUSIP
- 78408D105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.1M |
| Exits | 5 | $483K |
All 13F filers, Q4 2025 → Q1 2026: 127,534 shares bought and 56,424 shares sold, net +71,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 77 holders
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.7% | 470,502 | $9.9M |
| BlackRock, Inc. | 0.00% | Add +1.9% | 394,864 | $8.3M |
| Cutler Capital Management, LLC | 2.75% | Reduce -0.2% | 390,137 | $8.2M |
| Vanguard Capital Management LLC | 0.00% | — | 297,734 | $6.3M |
| Strategic Value Bank Partners LLC | 3.09% | No change | 274,163 | $5.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +3.0% | 197,772 | $4.2M |
| Petiole USA ltd | 2.48% | No change | 168,818 | $3.5M |
| Pinnacle Holdings, LLC | 1.17% | No change | 156,910 | $3.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.1% | 139,078 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +67.7% | 85,547 | $1.8M |
| Bridgeway Capital Management, LLC | 0.03% | No change | 81,511 | $1.7M |
| State Street Corp. | 0.00% | Add +8.6% | 72,410 | $1.5M |
| Northern Trust Corp. | 0.00% | Add +6.3% | 49,512 | $1.0M |
| Gendell Jeffrey L | 0.01% | No change | 46,286 | $972K |
| Empowered Funds, LLC | 0.01% | No change | 46,021 | $966K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 37,514 | $788K |
| First Manhattan Co. Llc. | 0.00% | No change | 35,627 | $748K |
| Vanguard Portfolio Management LLC | 0.00% | — | 32,965 | $692K |
| HSBC Holdings PLC | 0.00% | Add +22.7% | 31,832 | $672K |
| Arrowstreet Capital, Limited Partnership | 0.00% | No change | 31,001 | $651K |
| PL Capital Advisors, LLC | 0.19% | New | 30,000 | $630K |
| Renaissance Technologies | 0.00% | Add +1.5% | 27,825 | $584K |
| Barclays PLC | 0.00% | Reduce -19.1% | 27,537 | $578K |
| Venture Visionary Partners LLC | 0.02% | Add +0.2% | 23,968 | $503K |
| Morgan Stanley | 0.00% | Reduce -7.2% | 23,805 | $500K |
| Valmark Advisers, Inc. | 0.01% | Add +0.7% | 22,917 | $481K |
| Bank of America Corp. | 0.00% | Add +10.8% | 19,633 | $412K |
| Princeton Capital Management LLC | 0.11% | Add +27.8% | 18,408 | $387K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -16.4% | 17,415 | $366K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 16,615 | $349K |
| Acadian Asset Management LLC | 0.00% | Add +34.3% | 15,884 | $331K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.7% | 15,055 | $316K |
| Alliancebernstein L.P. | 0.00% | New | 14,126 | $315K |
| Citadel Advisors | 0.00% | Reduce -1.9% | 14,675 | $308K |
| AQR Capital Management | 0.00% | Reduce -2.9% | 12,918 | $271K |
| Globeflex Capital L P | 0.02% | New | 7,085 | $149K |
| STRS Ohio | 0.00% | No change | 7,000 | $147K |
| Rhumbline Advisers | 0.00% | Reduce -0.3% | 6,420 | $135K |
| Wells Fargo & Company | 0.00% | Reduce -48.5% | 4,715 | $99K |
| LSV Asset Management | 0.00% | Reduce -25.4% | 4,700 | $99K |
| SJS Investment Consulting Inc. | 0.01% | No change | 3,794 | $80K |
| New York State Common Retirement Fund | 0.00% | No change | 3,300 | $69K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,986 | $61K |
| Vanguard Global Advisers, LLC | 0.00% | — | 2,829 | $59K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.5% | 2,795 | $59K |
| Deutsche Bank AG | 0.00% | Reduce -34.6% | 2,709 | $57K |
| Farther Finance Advisors, LLC | 0.00% | Add +1675.5% | 2,468 | $51K |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.2% | 2,397 | $51K |
| BNP Paribas Financial Markets | 0.00% | Reduce -5.2% | 1,727 | $36K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 1,532 | $32K |
| UBS Group AG | 0.00% | Add +68.7% | 1,019 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +79.4% | 888 | $19K |
| Cwm, LLC | 0.00% | Reduce -6.9% | 875 | $18K |
| Creative Financial Designs Inc. | 0.00% | No change | 705 | $15K |
| Russell Investments Group, Ltd. | 0.00% | Add +8.5% | 615 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 606 | $13K |
| Legal & General Group Plc | 0.00% | No change | 536 | $11K |
| Citigroup Inc. | 0.00% | Reduce -86.6% | 263 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 263 | $6K |
| Hantz Financial Services, Inc. | 0.00% | New | 228 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.4% | 190 | $4K |
| Essential Partners LLC | 0.00% | Reduce -23.3% | 135 | $3K |
| State of Wyoming | 0.00% | Reduce -24.5% | 77 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.6% | 73 | $2K |
| Covestor Ltd | 0.00% | Reduce -31.6% | 26 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.0% | 24 | $504 |
| FMR LLC | 0.00% | Reduce -94.7% | 23 | $483 |
| Allworth Financial LP | 0.00% | Add +6.7% | 16 | $336 |
| GAMMA Investing LLC | 0.00% | Add +100.0% | 14 | $294 |
| MAI Capital Management | 0.00% | Add +500.0% | 12 | $252 |
| Rothschild Investment LLC | 0.00% | Add +75.0% | 7 | $147 |
| IFP Advisors, Inc | 0.00% | No change | 5 | $105 |
| SBI Securities Co., Ltd. | 0.00% | No change | 5 | $105 |
| True Wealth Design, LLC | 0.00% | No change | 5 | $105 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 2 | $42 |
| Arax Advisory Partners | 0.00% | New | 5 | $21 |
| Root Financial Partners, LLC | 0.00% | New | 1 | $21 |
"% of holder's portfolio" is SBFG's weight in each manager's 13F, not the share of SB Financial Group Inc. the manager owns.