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MORGAN STANLEY

Position in SBFG — Sb Financial Group, Inc.

CIK 895421 NEW YORK, NY

Position in SBFG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$745,160
+$245,255 QoQ
Shares Held
29,488
+23.9% QoQ
Ownership
0.472%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 71 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in SBFG Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. SBFG ranks #254 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in SBFG

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $745,160 29,488
2026-03-31 $499,905 23,805
2025-12-31 $571,001 25,640
2025-09-30 $431,206 22,354
2025-06-30 $287,913 15,074
2025-03-31 $107,178 5,148
2024-12-31 $55,473 2,653
2024-09-30 $29,646 1,442
2024-06-30 $20,174 1,441
2024-03-31 $19,856 1,441
2023-12-31 $22,119 1,441
2023-09-30 $20,155 1,493
2023-06-30 $11,307 896
2023-03-31 $15,966 1,130
2022-12-31 $19,153 1,130
2022-09-30 $30,666 1,820
2022-06-30 $39,939 2,314
2022-03-31 $72,491 3,641
2021-12-31 $139,950 7,115
2021-09-30 $116,442 6,405
2021-06-30 $133,770 7,231
2021-03-31 $133,005 7,284
2020-12-31 $244,074 13,352
2020-09-30 $126,292 9,362
2020-06-30 $179,612 10,807
2020-03-31 $176,196 15,845