SBFG · Sb Financial Group, Inc. · Shareholders & Ownership
Market Cap
$183.43M
Shares
6.25M
Volume · Oct 20
17.16K
Avg daily vol (3M)
15.9K
Every disclosed holder of SBFG in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns SBFG
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 3,209,231 | 51.32% |
| Insiders (Forms 3, 4, 5) | 394,873 | 6.31% |
| 13D/G-only blocks | 813,705 | 13.01% |
| Remaining | 1,835,183 | 29.35% |
| Registered funds (N-PORT, not summed) | 1,284,691 | 20.55% |
Shares outstanding: 6,252,992, the issuer's latest cover-page count restated onto today's split basis.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of SBFG
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
CIK 928047 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
467,892 | ||
| 1.1 |
Manulife Investment Management (US) LLC
13G
CIK 1086888 · Unknown · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
467,892 | ||
| 1.2 |
Regional Bank Fund
Fund
S000000635 · Registered fund · Jul 31, 2026
John Hancock Investment Trust II, not summed
|
188,779 | ||
| 2 |
Cutler Capital Management, LLC
13F
CIK 1353098 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
387,852 | ||
| 3 |
The State Bank and Trust Company
13G
CIK 1569916 · Unknown · Dec 31, 2024
Rule 13d-1(b), qualified institution
|
304,286 | ||
| 4 |
FJ Capital Management LLC
13G
CIK 1599170 · Registered investment adviser · Jun 30, 2025
Rule 13d-1(c), passive investor
|
265,791 | ||
| 5 |
John Hancock Financial Opportunities Fund
Fund
· Registered fund · Jun 30, 2026
John Hancock Financial Opportunities Fund, not summed
|
257,156 | ||
| 6 |
VANGUARD CAPITAL MANAGEMENT LLC
13F
CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
253,928 | ||
| 6.1 |
VANGUARD CAPITAL MANAGEMENT LLC
13G
CIK 2100119 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
|
292,327 | ||
| 7 |
STRATEGIC VALUE BANK PARTNERS LLC
13F
CIK 1904067 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
243,628 | ||
| 8 |
Strategic Value Investors LP
13G
CIK 1656345 · Investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution
|
243,628 | ||
| 9 |
AMERIPRISE FINANCIAL INC
13F
CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
241,463 | ||
| 9.1 |
Columbia Small Cap Value Discovery Fund
Fund
S000012102 · Registered fund · Jul 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
|
163,721 | ||
| 9.2 |
Columbia Variable Portfolio - Small Cap Value Discovery Fund
Fund
S000012561 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS VARIABLE INSURANCE TRUST, not summed
|
30,593 | ||
| 10 |
DIMENSIONAL FUND ADVISORS LP
13F
CIK 354204 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
202,631 | ||
| 10.1 |
U.S. SMALL CAP VALUE PORTFOLIO
Fund
S000000987 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
72,504 | ||
| 10.2 |
Dimensional US Small Cap Value ETF
Fund
S000075151 · Registered fund · Jul 31, 2026
Dimensional ETF Trust, not summed
|
23,403 | ||
| 10.3 |
U.S. SMALL CAP PORTFOLIO
Fund
S000000971 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
17,260 | ||
| 10.4 |
U.S. CORE EQUITY 2 PORTFOLIO
Fund
S000000980 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
12,913 | ||
| 10.5 |
U.S. MICRO CAP PORTFOLIO
Fund
S000000948 · Registered fund · Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC, not summed
|
12,825 | ||
| 11 |
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund
S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
179,278 | ||
| 12 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
158,817 | ||
| 12.1 |
iShares Micro-Cap ETF
Fund
S000004439 · Registered fund · Jun 30, 2026
iShares Trust, not summed
|
20,209 | ||
| 13 |
Pinnacle Holdings, LLC
13F
CIK 1411784 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
156,598 | ||
| 14 |
|
121,208 | ||
| 15 |
Truffle Hound Capital, LLC
13F
CIK 1595862 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
90,373 | ||
| 16 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC
13F
CIK 1107261 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
81,511 | ||
| 16.1 |
Omni Small-Cap Value Fund
Fund
S000033567 · Registered fund · Jun 30, 2026
Bridgeway Funds, Inc., not summed
|
35,490 | ||
| 17 |
GEODE CAPITAL MANAGEMENT, LLC
13F
CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
71,130 | ||
| 18 |
VANGUARD EXTENDED MARKET INDEX FUND
Fund
S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
|
69,298 | ||
| 19 |
GOLDMAN SACHS GROUP INC
13F
CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
58,053 | ||
| 19.1 |
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Fund
S000048296 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
|
8,831 | ||
| 20 |
MARSHALL WACE, LLP
13F
CIK 1318757 · Exempt reporting adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
57,913 | ||
| 21 |
|
56,899 | ||
| 22 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
CIK 1164508 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
48,869 | ||
| 23 |
GENDELL JEFFREY L
13F
CIK 1056581 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
46,286 | ||
| 24 |
Empowered Funds, LLC
13F
CIK 1592828 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
46,021 | ||
| 24.1 |
EA Bridgeway Omni Small-Cap Value ETF
Fund
S000078089 · Registered fund · Jun 30, 2026
EA Series Trust, not summed
|
46,021 | ||
| 25 |
RENAISSANCE TECHNOLOGIES LLC
13F
CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
39,846 | ||
| 26 |
HSBC HOLDINGS PLC
13F
CIK 873630 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
38,138 | ||
| 27 |
FIRST MANHATTAN CO. LLC.
13F
CIK 728083 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,627 | ||
| 28 |
VANGUARD FIDUCIARY TRUST CO
13F
CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
35,570 | ||
| 29 |
PL Capital Advisors, LLC
13F
CIK 1569147 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
33,101 | ||
| 30 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
29,488 | ||
| 31 |
VANGUARD RUSSELL 2000 INDEX FUND
Fund
S000030003 · Registered fund · May 31, 2026
VANGUARD SCOTTSDALE FUNDS, not summed
|
28,981 | ||
| 32 |
|
27,520 | ||
| 33 |
|
27,374 | ||
| 34 |
Petiole USA ltd
13F
CIK 1600202 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,437 | ||
| 35 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,775 | ||
| 36 |
|
24,379 | ||
| 37 |
Venture Visionary Partners LLC
13F
CIK 1792283 · Registered investment adviser · Sep 30, 2026
|
24,069 | ||
| 38 |
|
23,901 | ||
| 39 |
Valmark Advisers, Inc.
13F
CIK 1380443 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,083 | ||
| 40 |
MILLENNIUM MANAGEMENT LLC
13F
CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
22,519 | ||
| 41 |
|
21,950 | ||
| 42 |
ALLIANCEBERNSTEIN L.P.
13F
CIK 1109448 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
21,615 | ||
| 43 |
|
21,246 | ||
| 44 |
|
20,591 | ||
| 45 |
AQR CAPITAL MANAGEMENT LLC
13F
CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,460 | ||
| 46 |
ACADIAN ASSET MANAGEMENT LLC
13F
CIK 916542 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,419 | ||
| 47 |
|
19,076 | ||
| 48 |
|
18,933 | ||
| 49 |
PRINCETON CAPITAL MANAGEMENT LLC
13F
CIK 1167026 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
18,408 | ||
| 50 |
|
15,586 |
14 more nested rows are not shown here; Every filing lists them all.
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
Showing 1–50 of 115 holders
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