SB FINANCIAL GROUP INC SBFG
$25.08
-2.0% 52w: $16.97 – $25.59
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data16.9721.2825.59
Jun 20, 2025 Jul 2, 2026
Institutional holders
77
+5 QoQ
13F value
$71.5M
-4.4% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns SBFG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 470.5K | $9.9M | 0.0% | -0.7% |
| BlackRock, Inc. | Index provider | 394.9K | $8.3M | 0.0% | +1.9% |
| Cutler Capital Management, LLC ★2 | Fundamental diversified | 390.1K | $8.2M | 2.6% | -0.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 297.7K | $6.3M | 0.0% | — |
| STRATEGIC VALUE BANK PARTNERS LLC ★3 | Fundamental concentrated | 274.2K | $5.8M | 3.1% | Held |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 197.8K | $4.2M | 0.0% | +3.0% |
| Petiole USA ltd ★2 | Fundamental diversified | 168.8K | $3.5M | 2.5% | Held |
| Pinnacle Holdings, LLC | Other | 156.9K | $3.3M | 1.1% | Held |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 139.1K | $2.9M | 0.0% | -4.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 85.5K | $1.8M | 0.0% | +67.7% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 81.5K | $1.7M | 0.0% | Held |
| STATE STREET CORP | Index provider | 72.4K | $1.5M | 0.0% | +8.6% |
| NORTHERN TRUST CORP | Index provider | 49.5K | $1.0M | 0.0% | +6.2% |
| GENDELL JEFFREY L ★2 | Fundamental diversified | 46.3K | $972K | 0.0% | Held |
| Empowered Funds, LLC | Diversified mechanical | 46.0K | $966K | 0.0% | Held |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 37.5K | $788K | 0.0% | — |
| FIRST MANHATTAN CO. LLC. | Other | 35.6K | $748K | 0.0% | Held |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 33.0K | $692K | 0.0% | — |
| HSBC HOLDINGS PLC | Bank broker | 31.8K | $672K | 0.0% | -38.6% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 31.0K | $651K | 0.0% | Held |
| PL Capital Advisors, LLC ★3 | Fundamental concentrated | 30.0K | $630K | 0.2% | New |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 27.8K | $584K | 0.0% | +1.5% |
| BARCLAYS PLC | Bank broker | 27.5K | $578K | 0.0% | -19.1% |
| Venture Visionary Partners LLC | Other | 24.0K | $503K | 0.0% | +0.2% |
| MORGAN STANLEY | Bank broker | 23.8K | $500K | 0.0% | -7.2% |
| Valmark Advisers, Inc. | Wealth advisor | 22.9K | $481K | 0.0% | +0.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 19.6K | $412K | 0.0% | +10.8% |
| PRINCETON CAPITAL MANAGEMENT LLC ★2 | Fundamental diversified | 18.4K | $387K | 0.1% | +27.8% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 17.4K | $366K | 0.0% | -16.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 16.6K | $349K | 0.0% | Held |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 15.9K | $331K | 0.0% | +34.3% |
| Bank of New York Mellon Corp | Diversified mechanical | 15.1K | $316K | 0.0% | -7.7% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 14.1K | $315K | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 14.7K | $308K | 0.0% | -1.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 12.9K | $271K | 0.0% | -2.9% |
| GLOBEFLEX CAPITAL L P | Other | 7.1K | $149K | 0.0% | New |
| STRS OHIO | Diversified mechanical | 7.0K | $147K | 0.0% | Held |
| RHUMBLINE ADVISERS | Diversified mechanical | 6.4K | $135K | 0.0% | -0.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.7K | $99K | 0.0% | -48.5% |
| LSV ASSET MANAGEMENT | Other | 4.7K | $99K | 0.0% | -25.4% |
| SJS Investment Consulting Inc. | Wealth advisor | 3.8K | $80K | 0.0% | Held |
| NEW YORK STATE COMMON RETIREMENT FUND | Diversified mechanical | 3.3K | $69K | 0.0% | Held |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.0K | $61K | 0.0% | Held |
| Vanguard Global Advisers, LLC | Diversified mechanical | 2.8K | $59K | 0.0% | — |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Index provider | 2.8K | $59K | 0.0% | +2.5% |
| DEUTSCHE BANK AG\ | Bank broker | 2.7K | $57K | 0.0% | -34.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 2.5K | $51K | 0.0% | +1675.5% |
| JPMORGAN CHASE & CO | Bank broker | 2.4K | $51K | 0.0% | -30.2% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 1.7K | $36K | 0.0% | -5.2% |
| Police & Firemen's Retirement System of New Jersey | Diversified mechanical | 1.5K | $32K | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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