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SBFG · Sb Financial Group, Inc.

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$26.11 -0.51 (-1.92%) At close · Jul 29
Market Cap
$163.84M
Shares
6.28M

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 75
Total Value: $70,897,688
Total Shares: 3,369,711

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 76 13F filers
Top Holder
14.0%
Jun 2023 → Mar 2026 · range 13.5% – 17.6%
of institutional value
Top 5
54.2%
Jun 2023 → Mar 2026 · range 53.4% – 65.8%
of institutional value
Top 10
76.4%
Jun 2023 → Mar 2026 · range 76.4% – 88.4%
of institutional value
HHI
741
Jun 2023 → Mar 2026 · range 741 – 1,033
Broadly held
Showing 75 of 75
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $9,880,542 13.94% 470,502
Mega BlackRock, Inc. $8,292,144 11.70% 394,864
Small Cutler Capital Management, LLC $8,192,877 11.56% 390,137
Mega VANGUARD CAPITAL MANAGEMENT LLC $6,252,414 8.82% 297,734
Small STRATEGIC VALUE BANK PARTNERS LLC Bank $5,757,423 8.12% 274,163
Mega DIMENSIONAL FUND ADVISORS LP $4,153,212 5.86% 197,772
Small Petiole USA ltd $3,545,178 5.00% 168,818
Small Pinnacle Holdings, LLC $3,295,110 4.65% 156,910
Mega GEODE CAPITAL MANAGEMENT, LLC $2,920,638 4.12% 139,078
Mega GOLDMAN SACHS GROUP INC $1,796,487 2.53% 85,547
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $1,711,731 2.41% 81,511
Mega STATE STREET CORP $1,520,610 2.14% 72,410
Mega NORTHERN TRUST CORP Bank $1,039,752 1.47% 49,512
Mid GENDELL JEFFREY L $972,006 1.37% 46,286
Large Empowered Funds, LLC $966,441 1.36% 46,021
Mega VANGUARD FIDUCIARY TRUST CO Bank $787,794 1.11% 37,514
Large FIRST MANHATTAN CO. LLC. $748,167 1.06% 35,627
Mega HSBC HOLDINGS PLC $668,472 0.94% 31,832
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $651,021 0.92% 31,001
Small PL Capital Advisors, LLC $630,000 0.89% 30,000
Mid Venture Visionary Partners LLC $607,111 0.86% 24,025
Large RENAISSANCE TECHNOLOGIES LLC $584,325 0.82% 27,825
Mega BARCLAYS PLC $578,277 0.82% 27,537
Mega MORGAN STANLEY $499,905 0.71% 23,805
Small Valmark Advisers, Inc. $481,257 0.68% 22,917
Mega BANK OF AMERICA CORP /DE/ Bank $412,293 0.58% 19,633
Small PRINCETON CAPITAL MANAGEMENT LLC $386,568 0.55% 18,408
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $365,715 0.52% 17,415
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $348,915 0.49% 16,615
Large ACADIAN ASSET MANAGEMENT LLC $333,564 0.47% 15,884
Mega Bank of New York Mellon Corp Bank $316,155 0.45% 15,055
Mega CITADEL ADVISORS LLC $308,175 0.43% 14,675
Mega ALLIANCEBERNSTEIN L.P. $296,646 0.42% 14,126
Mega AQR CAPITAL MANAGEMENT LLC $271,278 0.38% 12,918
Small GLOBEFLEX CAPITAL L P $148,785 0.21% 7,085
Large STRS OHIO $147,000 0.21% 7,000
Mega RHUMBLINE ADVISERS $134,820 0.19% 6,420
Mega WELLS FARGO & COMPANY/MN $99,015 0.14% 4,715
Large LSV ASSET MANAGEMENT $98,700 0.14% 4,700
Small SJS Investment Consulting Inc. $95,874 0.14% 3,794
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $69,300 0.10% 3,300
Mid Farther Finance Advisors, LLC $69,012 0.10% 2,731
Large JONES FINANCIAL COMPANIES LLLP $62,706 0.09% 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 0.08% 2,709
Mega JPMORGAN CHASE & CO $50,337 0.07% 2,397
Mega BNP PARIBAS ARBITRAGE, SA $36,267 0.05% 1,727
Mega UBS Group AG $21,399 0.03% 1,019
Mid Tower Research Capital LLC (TRC) $18,648 0.03% 888
Large CWM, LLC $18,375 0.03% 875
Small CREATIVE FINANCIAL DESIGNS INC /ADV $17,815 0.03% 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 0.02% 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
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
Mid EverSource Wealth Advisors, LLC $606 0.00% 24
Small Covestor Ltd $546 0.00% 26
Mega FMR LLC $483 0.00% 23
Mid IFP Advisors, Inc $429 0.00% 17
Mid GAMMA Investing LLC $353 0.00% 14
Mid Allworth Financial LP $336 0.00% 16
Mid MAI Capital Management $252 0.00% 12
Micro True Wealth Design, LLC $227 0.00% 9
Mid ROTHSCHILD INVESTMENT LLC $147 0.00% 7
Mid SBI Securities Co., Ltd. Broker-Dealer $126 0.00% 5
Mid Arax Advisory Partners $105 0.00% 5
Small Wealth Enhancement Trust Services, Inc. $50 0.00% 2
Small Basecamp Wealth Advisors LLC $42 0.00% 2
Small Root Financial Partners, LLC $21 0.00% 1
Key facts CIK 767405 CUSIP 78408D105 13F (30d) 10 filings 10 filers Visit website Investor relations

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