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SBFG · Sb Financial Group, Inc.

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$27.87 +0.32 (+1.16%) At close · Aug 27
Rebalance outlook locked
Market Cap
$173.27M
Shares
6.25M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding SBFG

69 fund positions
Fund Balance Value % of Fund Open
John Hancock Financial Opportunities Fund 257,156 $6,498,332 0.81%
VANGUARD TOTAL STOCK MARKET INDEX FUND 225,384 $4,733,064 0.00%
Regional Bank Fund 188,779 $3,934,154 0.45%
U.S. SMALL CAP VALUE PORTFOLIO 71,386 $1,487,684 0.01%
VANGUARD EXTENDED MARKET INDEX FUND 68,071 $1,429,491 0.00%
Fidelity Small Cap Index Fund 56,842 $1,184,587 0.00%
EA Bridgeway Omni Small-Cap Value ETF 46,021 $1,162,951 0.05%
Omni Small-Cap Value Fund 35,490 $896,832 0.07%
VANGUARD RUSSELL 2000 INDEX FUND 28,981 $625,990 0.00%
Fidelity Extended Market Index Fund 27,085 $585,036 0.00%
iShares Micro-Cap ETF 20,209 $510,681 0.03%
Dimensional US Small Cap Value ETF 17,909 $373,224 0.00%
U.S. SMALL CAP PORTFOLIO 16,438 $342,568 0.00%
Schwab Small-Cap Index Fund 13,314 $277,464 0.00%
Fidelity Total Market Index Fund 12,792 $276,307 0.00%
U.S. CORE EQUITY 2 PORTFOLIO 12,913 $269,107 0.00%
U.S. MICRO CAP PORTFOLIO 12,825 $267,273 0.00%
Fidelity Series Total Market Index Fund 9,210 $198,936 0.00%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 8,831 $190,750 0.02%
Dimensional U.S. Core Equity 2 ETF 9,052 $188,644 0.00%
Dimensional U.S. Targeted Value ETF 8,560 $178,390 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 8,465 $176,411 0.00%
Nuveen Small Cap Blend Index Fund 7,690 $160,260 0.00%
Fidelity Nasdaq Composite Index Fund 4,710 $101,736 0.00%
VANGUARD RUSSELL 2000 VALUE INDEX FUND 4,510 $97,416 0.01%
U.S. VECTOR EQUITY PORTFOLIO 4,223 $88,007 0.00%
Bridge Builder Small/Mid Cap Value Fund 2,734 $69,088 0.00%
Schwab Total Stock Market Index Fund 3,301 $68,793 0.00%
U.S. Targeted Value Portfolio 2,698 $56,226 0.00%
Global X Russell 2000 ETF 2,579 $53,746 0.00%
Small Cap Index Fund 2,415 $52,164 0.00%
VANGUARD BALANCED INDEX FUND 2,464 $51,744 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 1,815 $38,115 0.00%
U.S. Sustainability Core 1 Portfolio 1,702 $35,470 0.00%
1290 VT Micro Cap Portfolio 1,291 $32,624 0.01%
WisdomTree U.S. SmallCap Fund 1,417 $29,757 0.00%
Dimensional U.S. Marketwide Value ETF 1,184 $24,675 0.00%
U.S. Social Core Equity 2 Portfolio 1,000 $20,840 0.00%
AST Small-Cap Equity Portfolio 810 $20,469 0.00%
Invesco Russell 2000 Dynamic Multifactor ETF 755 $16,308 0.01%
Dimensional U.S. Equity Market ETF 732 $15,255 0.00%
SA Small Cap Index Portfolio 675 $14,067 0.00%
Victory Extended Market Index Fund 642 $13,379 0.00%
iShares Russell Small/Mid-Cap Index Fund 640 $13,338 0.00%
Dimensional US Sustainability Core 1 ETF 539 $11,233 0.00%
Nationwide Small Cap Index Fund 499 $10,399 0.00%
VANGUARD RUSSELL 3000 INDEX FUND 479 $10,346 0.00%
Dimensional U.S. Small Cap ETF 333 $6,940 0.00%
ProShares Russell 2000 High Income ETF 268 $5,789 0.00%
LVIP Dimensional U.S. Core Equity 2 Fund 200 $5,054 0.00%
Showing 1–50 of 69 positions
Key facts CIK 767405 CUSIP 78408D105 13F (30d) 65 filings 64 filers Visit website Investor relations

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