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SB Financial Group Inc (SBFG)

CUSIP: 78408D105 | NYSE | Financial Services · Banks - Regional | Micro Cap | 155 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AManulife Investment Management (US) LLC
with Manulife Financial Corporation
467,8927.5%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AStrategic Value Investors LP243,6283.9%Newly reportedJun 30, 2026No 13F filer matched
13G/AManulife Investment Management (US) LLC467,892
7.5% of class · Jun 30, 2026New 5%+ stake
with Manulife Financial Corporation
No 13F filer matched
13G/AStrategic Value Investors LP243,628
3.9% of class · Jun 30, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP216,710
0.0% of portfolio›$6.2M
Venture Visionary Partners LLC24,069
0.0% of portfolio›$688.6K
Ritholtz Wealth Management18,472
0.0% of portfolio›$528.5K
Princeton Capital Management LLC18,408
0.1% of portfolio›$526.7K
Citigroup Inc4,604
0.0% of portfolio›$131.7K
SJS Investment Consulting Inc.3,794
0.0% of portfolio›$108.5K
Farther Finance Advisors, LLC2,714
0.0% of portfolio›$77.6K
Creative Financial Designs Inc705
0.0% of portfolio›$20.2K
State of Wyoming70
0.0% of portfolio›$2.0K
Assetmark, Inc46
0.0% of portfolio›$1.3K
Gamma Investing LLC14
0.0% of portfolio›$401
Essential Partners LLC7
0.0% of portfolio›$200
IFP Advisors, Inc7
0.0% of portfolio›$200
SBI Securities Co., Ltd.5
0.0% of portfolio›$143
True Wealth Design, LLC1
0.0% of portfolio›$29
EverSource Wealth Advisors, LLC1
0.0% of portfolio›$29
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
216,710$6.2M0.0%IndexLowAustin, TX2026-11-04
Venture Visionary Partners LLC
24,069$688.6K0.0%CoreLowSylvania, OH2026-10-07
Ritholtz Wealth Management
18,472$528.5K0.0%IndexLowNew York, NY2026-11-05
Princeton Capital Management LLC
18,408$526.7K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Citigroup Inc
4,604$131.7K0.0%CoreMediumNew York, NY2026-11-04
SJS Investment Consulting Inc.
3,794$108.5K0.0%ETFVery LowSylvania, OH2026-10-26
Farther Finance Advisors, LLC
2,714$77.6K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Financial Designs Inc
705$20.2K0.0%ETFMediumKokomo, IN2026-11-04
State of Wyoming
70$2.0K0.0%ValueHighCheyenne, WY2026-10-28
Assetmark, Inc
46$1.3K0.0%ETFLowConcord, CA2026-10-21
Gamma Investing LLC
14$4010.0%IndexVery LowFoster City, CA2026-10-08
Essential Partners LLC
7$2000.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
7$2000.0%GrowthLowTampa, FL2026-10-16
SBI Securities Co., Ltd.
5$1430.0%Agg GrowthLowTokyo, Mexico2026-10-22
True Wealth Design, LLC
1$290.0%ETFMediumAkron, OH2026-10-13
EverSource Wealth Advisors, LLC
1$290.0%CoreMediumBirmingham, AL2026-11-04