Position in SBFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$583,307
+$102,050 QoQ
Shares Held
23,083
+0.7% QoQ
Ownership
0.369%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#26
of 72 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SBFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Valmark Advisers, Inc. holds $7,509,229 across 9 Banks - Regional names. SBFG ranks #7 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
6,634 | $1,578,958 | |
| 2 | FITB |
Fifth Third Bancorp
|
18,685 | $1,053,273 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,821 | $940,806 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
52,674 | $933,910 | |
| 5 | USB |
US Bancorp \De\
|
15,061 | $909,684 | |
| 6 | KEY |
Keycorp /New/
|
33,954 | $782,639 | |
| 7 | SBFG |
Sb Financial Group, Inc.
This page
|
23,083 | $583,307 | |
| 8 | TFC |
Truist Financial Corp
|
10,301 | $513,195 |
All Filings in SBFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $583,307 | 23,083 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $481,257 | 22,917 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $506,664 | 22,751 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $438,866 | 22,751 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||