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Equibles

IFP Advisors, Inc

Position in SBFG — Sb Financial Group, Inc.

CIK 1641866 TAMPA, FL
Back to SBFG Full portfolio

Position in SBFG

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$429
+$324 QoQ
Shares Held
17
+240.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 71 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SBFG Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. SBFG ranks #239 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 14,200 $3,496,324
2 MTB
M&T Bank Corp
 8,298 $1,975,006
3 USB
US Bancorp De
 30,443 $1,838,757
4 PGC
Peapack Gladstone Financial Corp
 26,547 $1,256,469
5 NBTB
Nbt Bancorp Inc
 25,034 $1,235,928
6 WSBC
Wesbanco Inc
 25,294 $987,224
7 CFG
Citizens Financial Group Inc/Ri
 9,945 $696,846
8 NU
Nu Holdings Ltd.
 42,950 $573,812

All Filings in SBFG

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $429 17
2026-03-31 $105 5
2025-12-31 $111 5
2025-09-30 $154 8
2025-06-30 $210 11
2025-03-31 $229 11
2024-12-31 $230 11
2024-09-30 $226 11
2024-06-30 $154 11
2024-03-31 $151 11
2023-12-31 $168 11
2023-09-30 $148 11
2023-06-30 $138 11
2023-03-31 $155 11
2022-03-31 $12,961 651
2021-12-31 $12,805 651
2021-09-30 $11,762 647
2021-06-30 $11,895 643
2021-03-31 $11,668 639
2020-12-31 $11,626 636
2020-09-30 $8,525 632
2020-06-30 $10,503 632