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Equibles

SBFG

Sb Financial Group, Inc.

Company with tickers: SBFG

CIK
767405
CUSIP
78408D105
Shares Outstanding
6,275,117
13F Activity (30d)
7 filings 4 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 75
Total Value: $77,846,790
Total Shares: 3,706,990

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 75 13F filers · Δ vs Dec 31, 2025
Top Holder
14.0%
Jun 2023 → Mar 2026 · range 13.5% – 17.6%
−0.3 pts
Top 5
54.2%
Jun 2023 → Mar 2026 · range 53.4% – 65.8%
−2.7 pts
Top 10
76.4%
Jun 2023 → Mar 2026 · range 76.4% – 88.4%
−2.9 pts
HHI
741
Jun 2023 → Mar 2026 · range 741 – 1,033
Broadly held−51

Quarterly Activity

vs Dec 31, 2025
New
9
Increased
21
Decreased
24
Sold Out
6
Unchanged
21
Holder count: +3
Institutional value: +4.9%
Shares held: +11.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega GOLDMAN SACHS GROUP INC +34,528 85,547
Mega BlackRock, Inc. +7,494 394,864
Mega HSBC HOLDINGS PLC +5,896 31,832
Mega STATE STREET CORP +5,721 72,410
Mega DIMENSIONAL FUND ADVISORS LP +5,677 197,772

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega BARCLAYS PLC −6,516 27,537
Mega GEODE CAPITAL MANAGEMENT, LLC −5,959 139,078
Mega WELLS FARGO & COMPANY/MN −4,436 4,715
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC −3,424 17,415
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE −3,216 470,502

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mega VANGUARD CAPITAL MANAGEMENT LLC 633,631 $13,306,251
Mega VANGUARD FIDUCIARY TRUST CO 37,514 $787,794
Small PL Capital Advisors, LLC 30,000 $630,000
Mega ALLIANCEBERNSTEIN L.P. 14,126 $296,646
Small GLOBEFLEX CAPITAL L P 7,085 $148,785

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega VANGUARD GROUP INC 370,763 $8,256,890
Mid GSA CAPITAL PARTNERS LLP 11,730 $261,227
Mid RITHOLTZ WEALTH MANAGEMENT 9,375 $208,781
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 351 $7,816
Large AMALGAMATED BANK 180 $4,008
Filter: New 9 Increased 21 Reduced 24 Sold out 6 Unchanged 21
Showing 76 of 76
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $9,880,542 12.69% 470,502
Mega BlackRock, Inc. $8,292,144 10.65% 394,864
Small Cutler Capital Management, LLC $8,192,877 10.52% 390,137
Mega VANGUARD CAPITAL MANAGEMENT LLC $7,053,837 9.06% 335,897
Mega VANGUARD CAPITAL MANAGEMENT LLC $6,252,414 8.03% 297,734
Small STRATEGIC VALUE BANK PARTNERS LLC Bank $5,757,423 7.40% 274,163
Mega DIMENSIONAL FUND ADVISORS LP $4,153,212 5.34% 197,772
Small Petiole USA ltd $3,545,178 4.55% 168,818
Small Pinnacle Holdings, LLC $3,295,110 4.23% 156,910
Mega GEODE CAPITAL MANAGEMENT, LLC $2,920,638 3.75% 139,078
Mega GOLDMAN SACHS GROUP INC $1,796,487 2.31% 85,547
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,711,731 2.20% 81,511
Mega STATE STREET CORP $1,520,610 1.95% 72,410
Mega NORTHERN TRUST CORP Bank $1,039,752 1.34% 49,512
Mid GENDELL JEFFREY L $972,006 1.25% 46,286
Large Empowered Funds, LLC $966,441 1.24% 46,021
Mega VANGUARD FIDUCIARY TRUST CO Bank $787,794 1.01% 37,514
Large FIRST MANHATTAN CO. LLC. $748,167 0.96% 35,627
Mega HSBC HOLDINGS PLC $668,472 0.86% 31,832
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $651,021 0.84% 31,001
Small PL Capital Advisors, LLC $630,000 0.81% 30,000
Large RENAISSANCE TECHNOLOGIES LLC $584,325 0.75% 27,825
Mega BARCLAYS PLC $578,277 0.74% 27,537
Mid Venture Visionary Partners LLC $503,328 0.65% 23,968
Mega MORGAN STANLEY $499,905 0.64% 23,805
Small Valmark Advisers, Inc. $481,257 0.62% 22,917
Mega BANK OF AMERICA CORP /DE/ Bank $412,293 0.53% 19,633
Small PRINCETON CAPITAL MANAGEMENT LLC $386,568 0.50% 18,408
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $365,715 0.47% 17,415
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $348,915 0.45% 16,615
Large ACADIAN ASSET MANAGEMENT LLC $333,564 0.43% 15,884
Mega Bank of New York Mellon Corp Bank $316,155 0.41% 15,055
Mega CITADEL ADVISORS LLC $308,175 0.40% 14,675
Mega ALLIANCEBERNSTEIN L.P. $296,646 0.38% 14,126
Mega AQR CAPITAL MANAGEMENT LLC $271,278 0.35% 12,918
Small GLOBEFLEX CAPITAL L P $148,785 0.19% 7,085
Large STRS OHIO $147,000 0.19% 7,000
Mega RHUMBLINE ADVISERS $134,820 0.17% 6,420
Mega WELLS FARGO & COMPANY/MN $99,015 0.13% 4,715
Large LSV ASSET MANAGEMENT $98,700 0.13% 4,700
Small SJS Investment Consulting Inc. $79,674 0.10% 3,794
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $69,300 0.09% 3,300
Large JONES FINANCIAL COMPANIES LLLP $62,706 0.08% 2,986
Mega Vanguard Global Advisers, LLC $59,409 0.08% 2,829
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $58,695 0.08% 2,795
Mega DEUTSCHE BANK AG\ Bank $56,889 0.07% 2,709
Mid Farther Finance Advisors, LLC $51,828 0.07% 2,468
Mega JPMORGAN CHASE & CO $50,337 0.06% 2,397
Mega BNP PARIBAS ARBITRAGE, SA $36,267 0.05% 1,727
Large Police & Firemen's Retirement System of New Jersey Pension $32,172 0.04% 1,532
Mega UBS Group AG $21,399 0.03% 1,019
Mid Tower Research Capital LLC (TRC) $18,648 0.02% 888
Large CWM, LLC $18,375 0.02% 875
Small CREATIVE FINANCIAL DESIGNS INC /ADV $14,805 0.02% 705
Large Russell Investments Group, Ltd. $12,915 0.02% 615
Mid Ameritas Investment Partners, Inc. $12,726 0.02% 606
Mega Legal & General Group Plc $11,256 0.01% 536
Mega CITIGROUP INC $5,523 0.01% 263
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $5,523 0.01% 263
Mid HANTZ FINANCIAL SERVICES, INC. $4,788 0.01% 228
Mid Sterling Capital Management LLC $3,990 0.01% 190
Small Essential Partners LLC $2,835 0.00% 135
Small State of Wyoming $1,617 0.00% 77
Mega PNC FINANCIAL SERVICES GROUP, INC. $1,533 0.00% 73
Small Covestor Ltd $546 0.00% 26
Mid EverSource Wealth Advisors, LLC $504 0.00% 24
Mega FMR LLC $483 0.00% 23
Mid Allworth Financial LP $336 0.00% 16
Mid GAMMA Investing LLC $294 0.00% 14
Mid MAI Capital Management $252 0.00% 12
Mid ROTHSCHILD INVESTMENT LLC $147 0.00% 7
Mid Arax Advisory Partners $105 0.00% 5
Mid SBI Securities Co., Ltd. Broker-Dealer $105 0.00% 5
Micro True Wealth Design, LLC $105 0.00% 5
Mid IFP Advisors, Inc $105 0.00% 5
Small Root Financial Partners, LLC $21 0.00% 1

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