SB Financial Group Inc (SBFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Sort by

Dimensional Fund Advisors LP

INCREASED

Shares216,710 from 202,631

Change+14,079 (+7%)

Value$6.2M (+$1.1M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares67,027 from 71,130

Change-4,103 (-6%)

Value$1.9M (+$120.3K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares27,792 from 27,374

Change+418 (+2%)

Value$795.1K (+$103.4K)

Filed 2026-11-06

Venture Visionary Partners LLC

INCREASED

Shares24,069 from 24,025

Change+44 (+0%)

Value$688.6K (+$81.5K)

Filed 2026-10-07

Valmark Advisers, Inc.

INCREASED

Shares23,214 from 23,083

Change+131 (+1%)

Value$664.1K (+$80.8K)

Filed 2026-11-06

Ritholtz Wealth Management

NEW

Shares18,472

Change+18,472

Value$528.5K

Filed 2026-11-05

Princeton Capital Management LLC

UNCHANGED

Shares18,408 from 18,408

Change0 (0%)

Value$526.7K (+$61.5K)

Filed 2026-10-27

LSV Asset Management

INCREASED

Shares7,536 from 5,904

Change+1,632 (+28%)

Value$216 (-$148.8K)

Filed 2026-11-06

Citigroup Inc

NEW

Shares4,604

Change+4,604

Value$131.7K

Filed 2026-11-04

SJS Investment Consulting Inc.

UNCHANGED

Shares3,794 from 3,794

Change0 (0%)

Value$108.5K (+$12.7K)

Filed 2026-10-26

Farther Finance Advisors, LLC

DECREASED

Shares2,714 from 2,731

Change-17 (-1%)

Value$77.6K (+$8.6K)

Filed 2026-10-08

Creative Financial Designs Inc

UNCHANGED

Shares705 from 705

Change0 (0%)

Value$20.2K (+$2.4K)

Filed 2026-11-04

Russell Investments Group, Ltd.

INCREASED

Shares293 from 270

Change+23 (+9%)

Value$8.4K (+$1.6K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

UNCHANGED

Shares73 from 73

Change0 (0%)

Value$2.1K (+$244)

Filed 2026-11-06

State of Wyoming

NEW

Shares70

Change+70

Value$2.0K

Filed 2026-10-28

Assetmark, Inc

UNCHANGED

Shares46 from 46

Change0 (0%)

Value$1.3K (+$154)

Filed 2026-10-21

Allworth Financial LP

UNCHANGED

Shares40 from 40

Change0 (0%)

Value$1.0K ($0)

Filed 2026-11-06

Gamma Investing LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$401 (+$47)

Filed 2026-10-08

Essential Partners LLC

DECREASED

Shares7 from 44

Change-37 (-84%)

Value$200 (-$912)

Filed 2026-10-14

IFP Advisors, Inc

DECREASED

Shares7 from 17

Change-10 (-59%)

Value$200 (-$230)

Filed 2026-10-16

SBI Securities Co., Ltd.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$143 (+$17)

Filed 2026-10-22

EverSource Wealth Advisors, LLC

DECREASED

Shares1 from 24

Change-23 (-96%)

Value$29 (-$577)

Filed 2026-11-04

True Wealth Design, LLC

DECREASED

Shares1 from 9

Change-8 (-89%)

Value$29 (-$199)

Filed 2026-10-13

Covestor Ltd

CLOSED

Shares0 from 28

Change-28 (-100%)

Value$0 (-$1)

Filed 2026-10-30

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$51)

Filed 2026-10-07

Manufacturers Life Insurance Company, the

N/A

Shares— from 467,892

Change-467,892 (-100%)

Value—

Cutler Capital Management, LLC

N/A

Shares— from 387,852

Change-387,852 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 253,928

Change-253,928 (-100%)

Value—

Strategic Value Bank Partners LLC

N/A

Shares— from 243,628

Change-243,628 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 241,463

Change-241,463 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 158,817

Change-158,817 (-100%)

Value—

Pinnacle Holdings, LLC

N/A

Shares— from 156,598

Change-156,598 (-100%)

Value—

Truffle Hound Capital, LLC

N/A

Shares— from 90,373

Change-90,373 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 81,511

Change-81,511 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 58,053

Change-58,053 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 57,913

Change-57,913 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 48,869

Change-48,869 (-100%)

Value—

Gendell Jeffrey L

N/A

Shares— from 46,286

Change-46,286 (-100%)

Value—

Empowered Funds, LLC

N/A

Shares— from 46,021

Change-46,021 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 39,846

Change-39,846 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 38,138

Change-38,138 (-100%)

Value—

First Manhattan Co. Llc.

N/A

Shares— from 35,627

Change-35,627 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 35,570

Change-35,570 (-100%)

Value—

PL Capital Advisors, LLCA

N/A

Shares— from 33,101

Change-33,101 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 29,488

Change-29,488 (-100%)

Value—

Petiole USA ltd

N/A

Shares— from 26,437

Change-26,437 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 25,775

Change-25,775 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 22,519

Change-22,519 (-100%)

Value—

State Street Corp

N/A

Shares— from 21,950

Change-21,950 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 21,615

Change-21,615 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 19,460

Change-19,460 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 19,419

Change-19,419 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 13,885

Change-13,885 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 13,762

Change-13,762 (-100%)

Value—

UBS Group AG

N/A

Shares— from 12,664

Change-12,664 (-100%)

Value—

O'shaughnessy Asset Management, LLC

N/A

Shares— from 11,436

Change-11,436 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 11,059

Change-11,059 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 9,921

Change-9,921 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 9,813

Change-9,813 (-100%)

Value—

Squarepoint Ops LLC

N/A

Shares— from 8,812

Change-8,812 (-100%)

Value—

Globeflex Capital L P

N/A

Shares— from 7,085

Change-7,085 (-100%)

Value—

Aster Capital Management (Difc) Ltd

N/A

Shares— from 6,798

Change-6,798 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 2,986

Change-2,986 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,972

Change-2,972 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 2,829

Change-2,829 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 2,197

Change-2,197 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 2,187

Change-2,187 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 1,362

Change-1,362 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 326

Change-326 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 263

Change-263 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 187

Change-187 (-100%)

Value—

FMR LLC

N/A

Shares— from 83

Change-83 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 75

Change-75 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 38

Change-38 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	INCREASED	216,710	202,631	+14,079	+7%	$5.1M	$6.2M	+$1.1M	2026-11-04
Geode Capital Management, LLC	DECREASED	67,027	71,130	-4,103	-6%	$1.8M	$1.9M	+$120.3K	2026-11-06
Barclays PLC	INCREASED	27,792	27,374	+418	+2%	$691.7K	$795.1K	+$103.4K	2026-11-06
Venture Visionary Partners LLC	INCREASED	24,069	24,025	+44	+0%	$607.1K	$688.6K	+$81.5K	2026-10-07
Valmark Advisers, Inc.	INCREASED	23,214	23,083	+131	+1%	$583.3K	$664.1K	+$80.8K	2026-11-06
Ritholtz Wealth Management	NEW	18,472	—	+18,472	—	—	$528.5K	—	2026-11-05
Princeton Capital Management LLC	UNCHANGED	18,408	18,408	0	0%	$465.2K	$526.7K	+$61.5K	2026-10-27
LSV Asset Management	INCREASED	7,536	5,904	+1,632	+28%	$149.0K	$216	-$148.8K	2026-11-06
Citigroup Inc	NEW	4,604	—	+4,604	—	—	$131.7K	—	2026-11-04
SJS Investment Consulting Inc.	UNCHANGED	3,794	3,794	0	0%	$95.9K	$108.5K	+$12.7K	2026-10-26
Farther Finance Advisors, LLC	DECREASED	2,714	2,731	-17	-1%	$69.0K	$77.6K	+$8.6K	2026-10-08
Creative Financial Designs Inc	UNCHANGED	705	705	0	0%	$17.8K	$20.2K	+$2.4K	2026-11-04
Russell Investments Group, Ltd.	INCREASED	293	270	+23	+9%	$6.8K	$8.4K	+$1.6K	2026-11-06
PNC Financial Services Group, Inc.	UNCHANGED	73	73	0	0%	$1.8K	$2.1K	+$244	2026-11-06
State of Wyoming	NEW	70	—	+70	—	—	$2.0K	—	2026-10-28
Assetmark, Inc	UNCHANGED	46	46	0	0%	$1.2K	$1.3K	+$154	2026-10-21
Allworth Financial LP	UNCHANGED	40	40	0	0%	$1.0K	$1.0K	$0	2026-11-06
Gamma Investing LLC	UNCHANGED	14	14	0	0%	$354	$401	+$47	2026-10-08
Essential Partners LLC	DECREASED	7	44	-37	-84%	$1.1K	$200	-$912	2026-10-14
IFP Advisors, Inc	DECREASED	7	17	-10	-59%	$430	$200	-$230	2026-10-16
SBI Securities Co., Ltd.	UNCHANGED	5	5	0	0%	$126	$143	+$17	2026-10-22
EverSource Wealth Advisors, LLC	DECREASED	1	24	-23	-96%	$606	$29	-$577	2026-11-04
True Wealth Design, LLC	DECREASED	1	9	-8	-89%	$228	$29	-$199	2026-10-13
Covestor Ltd	CLOSED	0	28	-28	-100%	$1	$0	-$1	2026-10-30
Wealth Enhancement Trust Services, Inc.	CLOSED	0	2	-2	-100%	$51	$0	-$51	2026-10-07
Manufacturers Life Insurance Company, the	N/A	—	467,892	-467,892	-100%	$11.8M	—	—	—
Cutler Capital Management, LLC	N/A	—	387,852	-387,852	-100%	$9.8M	—	—	—
Vanguard Capital Management LLC	N/A	—	253,928	-253,928	-100%	$6.4M	—	—	—
Strategic Value Bank Partners LLC	N/A	—	243,628	-243,628	-100%	$6.2M	—	—	—
Ameriprise Financial Inc	N/A	—	241,463	-241,463	-100%	$6.1M	—	—	—
BlackRock, Inc.	N/A	—	158,817	-158,817	-100%	$4.0M	—	—	—
Pinnacle Holdings, LLC	N/A	—	156,598	-156,598	-100%	$4.0M	—	—	—
Truffle Hound Capital, LLC	N/A	—	90,373	-90,373	-100%	$2.3M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	81,511	-81,511	-100%	$2.1M	—	—	—
Goldman Sachs Group Inc	N/A	—	58,053	-58,053	-100%	$1.5M	—	—	—
Marshall Wace, LLP	N/A	—	57,913	-57,913	-100%	$1.5M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	48,869	-48,869	-100%	$1.2M	—	—	—
Gendell Jeffrey L	N/A	—	46,286	-46,286	-100%	$1.2M	—	—	—
Empowered Funds, LLC	N/A	—	46,021	-46,021	-100%	$1.2M	—	—	—
Renaissance Technologies LLC	N/A	—	39,846	-39,846	-100%	$1.0M	—	—	—
HSBC Holdings PLC	N/A	—	38,138	-38,138	-100%	$927.5K	—	—	—
First Manhattan Co. Llc.	N/A	—	35,627	-35,627	-100%	$900.3K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	35,570	-35,570	-100%	$898.9K	—	—	—
PL Capital Advisors, LLCA	N/A	—	33,101	-33,101	-100%	$836.5K	—	—	—
Morgan Stanley	N/A	—	29,488	-29,488	-100%	$745.2K	—	—	—
Petiole USA ltd	N/A	—	26,437	-26,437	-100%	$668.1K	—	—	—
Citadel Advisors LLC	N/A	—	25,775	-25,775	-100%	$651.3K	—	—	—
Millennium Management LLC	N/A	—	22,519	-22,519	-100%	$569.1K	—	—	—
State Street Corp	N/A	—	21,950	-21,950	-100%	$554.7K	—	—	—
Alliancebernstein L.P.	N/A	—	21,615	-21,615	-100%	$453.9K	—	—	—
AQR Capital Management LLC	N/A	—	19,460	-19,460	-100%	$491.8K	—	—	—
Acadian Asset Management LLC	N/A	—	19,419	-19,419	-100%	$485	—	—	—
Northern Trust Corp	N/A	—	13,885	-13,885	-100%	$350.9K	—	—	—
Bank of America Corp	N/A	—	13,762	-13,762	-100%	$347.8K	—	—	—
UBS Group AG	N/A	—	12,664	-12,664	-100%	$320.0K	—	—	—
O'shaughnessy Asset Management, LLC	N/A	—	11,436	-11,436	-100%	$289.0K	—	—	—
Quadrature Capital Ltd	N/A	—	11,059	-11,059	-100%	$279.5K	—	—	—
Qube Research & Technologies Ltd	N/A	—	9,921	-9,921	-100%	$250.7K	—	—	—
Jane Street Group, LLC	N/A	—	9,813	-9,813	-100%	$248.0K	—	—	—
Squarepoint Ops LLC	N/A	—	8,812	-8,812	-100%	$222.7K	—	—	—
Globeflex Capital L P	N/A	—	7,085	-7,085	-100%	$179.0K	—	—	—
Aster Capital Management (Difc) Ltd	N/A	—	6,798	-6,798	-100%	$171.8K	—	—	—
Jones Financial Companies Lllp	N/A	—	2,986	-2,986	-100%	$73.9K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,972	-2,972	-100%	$75.1K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	2,829	-2,829	-100%	$71.5K	—	—	—
Wells Fargo & Company	N/A	—	2,197	-2,197	-100%	$55.5K	—	—	—
Rhumbline Advisers	N/A	—	2,187	-2,187	-100%	$55.3K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	1,362	-1,362	-100%	$34.4K	—	—	—
JPMorgan Chase & Co	N/A	—	326	-326	-100%	$8.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	263	-263	-100%	$6.6K	—	—	—
Arax Advisory Partners	N/A	—	187	-187	-100%	$4.7K	—	—	—
FMR LLC	N/A	—	83	-83	-100%	$2.1K	—	—	—
Royal Bank of Canada	N/A	—	75	-75	-100%	$2.0K	—	—	—
Hantz Financial Services, Inc.	N/A	—	38	-38	-100%	$1	—	—	—
Rothschild Investment LLC	N/A	—	12	-12	-100%	$303	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	3	-3	-100%	$76	—	—	—

Showing 76 of 76 institutions