SB Financial Group, Inc. 13F holders
73 funds reported a position in SB Financial Group, Inc. in their 13F for the quarter ended 30 June 2026, together 3.2 million shares worth $81.0 million. Against the quarter before, 13 opened a position, 24 added, 21 trimmed and 16 sold out; together they sold a net 193,924 shares. The largest holders: Manufacturers Life Insurance Company, the, Cutler Capital Management, LLC and Vanguard Capital Management LLC.
Funds holding73-4 on Q1 2026
Shares they held3.2Mworth $81.0 million
Net sold on the quarter193,924 sharesabout $4.9 million at the funds' values
Funds buying to selling37 to 37opened or added, to cut or sold
Opened 13Added 24Held 15Trimmed 21Sold out 16
What each fund did in SBFG against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SBFG in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,405 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 11 reported a position in SB Financial Group, Inc.: 1 opened one, 1 added, 4 trimmed and 2 sold out, a net 12 shares bought.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| State of Wyoming | +70 | 70 | new | 13F |
| Venture Visionary Partners LLC | +44 | 24,069 | added | 13F |
| Essential Partners LLC | -37 | 7 | trimmed | 13F |
| Farther Finance Advisors, LLC | -17 | 2,714 | trimmed | 13F |
| IFP Advisors, Inc | -10 | 7 | trimmed | 13F |
| True Wealth Design, LLC | -8 | 1 | trimmed | 13F |
| Covestor Ltd | -28 | 0 | sold out | 13F |
| Wealth Enhancement Trust Services, Inc. | -2 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 5 reported a position in SB Financial Group, Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 71,130 shares worth $1.8 million, 0.0% of its reported book. New this quarter: Millennium Management. In the quarter, 4 funds added or opened a position and 1 trimmed or sold out; together they sold a net 22,248 shares, about $562,207 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 71,130 | $1.8 million | 0.0% | -67,948 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 39,846 | $1.0 million | 0.0% | +12,021 | added | 30 June 2026 | 13F |
| Citadel Advisors | 25,775 | $651,334 | 0.0% | +11,100 | added | 30 June 2026 | 13F |
| Millennium Management | 22,519 | $569,055 | 0.0% | +22,519 | new | 30 June 2026 | 13F |
| FMR LLC | 83 | $2,097 | 0.0% | +60 | added | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, the | 467,892 | 14.58% | $11.8 million | 0.01% | -2,610 | 13F |
| Cutler Capital Management, LLC | 387,852 | 12.09% | $9.8 million | 2.95% | -2,285 | 13F |
| Vanguard Capital Management LLC | 253,928 | 7.91% | $6.4 million | 0.00% | -43,806 | 13F |
| Strategic Value Bank Partners LLC | 243,628 | 7.59% | $6.2 million | 4.31% | -30,535 | 13F |
| Ameriprise Financial Inc. | 241,463 | 7.52% | $6.1 million | 0.00% | new | 13F |
| Dimensional Fund Advisors LP | 202,631 | 6.31% | $5.1 million | 0.00% | +4,859 | 13F |
| BlackRock, Inc. | 158,817 | 4.95% | $4.0 million | 0.00% | -236,047 | 13F |
| Pinnacle Holdings, LLC | 156,598 | 4.88% | $4.0 million | 1.27% | -312 | 13F |
| Truffle Hound Capital, LLC | 90,373 | 2.82% | $2.3 million | 1.44% | new | 13F |
| Bridgeway Capital Management, LLC | 81,511 | 2.54% | $2.1 million | 0.04% | no change | 13F |
| Geode Capital Management, LLC | 71,130 | 2.22% | $1.8 million | 0.00% | -67,948 | 13F |
| Goldman Sachs Group Inc. | 58,053 | 1.81% | $1.5 million | 0.00% | -27,494 | 13F |
| Marshall Wace, LLP | 57,913 | 1.80% | $1.5 million | 0.00% | new | 13F |
| Arrowstreet Capital, Limited Partnership | 48,869 | 1.52% | $1.2 million | 0.00% | +17,868 | 13F |
| Gendell Jeffrey L | 46,286 | 1.44% | $1.2 million | 0.01% | no change | 13F |
| Empowered Funds, LLC | 46,021 | 1.43% | $1.2 million | 0.01% | no change | 13F |
| Renaissance Technologies LLC | 39,846 | 1.24% | $1.0 million | 0.00% | +12,021 | 13F |
| HSBC Holdings PLC | 38,138 | 1.19% | $927,516 | 0.00% | +6,306 | 13F |
| First Manhattan Co. LLC. | 35,627 | 1.11% | $900,294 | 0.00% | no change | 13F |
| Vanguard Fiduciary Trust Co. | 35,570 | 1.11% | $898,854 | 0.00% | -1,944 | 13F |
| PL Capital Advisors, LLC | 33,101 | 1.03% | $836,462 | 0.23% | +3,101 | 13F |
| Morgan Stanley | 29,488 | 0.92% | $745,165 | 0.00% | +5,683 | 13F |
| Barclays PLC | 27,374 | 0.85% | $691,741 | 0.00% | -163 | 13F |
| Petiole USA ltd | 26,437 | 0.82% | $668,063 | 0.48% | -142,381 | 13F |
| Citadel Advisors LLC | 25,775 | 0.80% | $651,334 | 0.00% | +11,100 | 13F |
| Venture Visionary Partners LLC | 24,025 | 0.75% | $607,112 | 0.02% | +57 | 13F |
| Valmark Advisers, Inc. | 23,083 | 0.72% | $583,313 | 0.01% | +166 | 13F |
| Millennium Management LLC | 22,519 | 0.70% | $569,055 | 0.00% | new | 13F |
| State Street Corp. | 21,950 | 0.68% | $554,677 | 0.00% | -50,460 | 13F |
| AQR Capital Management LLC | 19,460 | 0.61% | $491,756 | 0.00% | +6,542 | 13F |
| Acadian Asset Management LLC | 19,419 | 0.61% | $485,000 | 0.00% | +3,535 | 13F |
| Princeton Capital Management LLC | 18,408 | 0.57% | $465,170 | 0.10% | no change | 13F |
| AllianceBernstein L.P. | 21,615 | 0.67% | $453,915 | 0.00% | +7,489 | 13F |
| Northern Trust Corp. | 13,885 | 0.43% | $350,874 | 0.00% | -35,627 | 13F |
| Bank of America Corp. | 13,762 | 0.43% | $347,766 | 0.00% | -5,871 | 13F |
| UBS Group AG | 12,664 | 0.39% | $320,019 | 0.00% | +11,645 | 13F |
| O'shaughnessy Asset Management, LLC | 11,436 | 0.36% | $288,988 | 0.00% | -5,979 | 13F |
| Quadrature Capital Ltd | 11,059 | 0.34% | $279,461 | 0.00% | new | 13F |
| Qube Research & Technologies Ltd | 9,921 | 0.31% | $250,704 | 0.00% | new | 13F |
| Jane Street Group, LLC | 9,813 | 0.31% | $247,974 | 0.00% | new | 13F |
| Squarepoint Ops LLC | 8,812 | 0.27% | $222,679 | 0.00% | new | 13F |
| Globeflex Capital L P | 7,085 | 0.22% | $179,038 | 0.02% | no change | 13F |
| Aster Capital Management (DIFC) Ltd | 6,798 | 0.21% | $171,785 | 0.04% | new | 13F |
| LSV Asset Management | 5,904 | 0.18% | $149,000 | 0.00% | +1,204 | 13F |
| SJS Investment Consulting Inc. | 3,794 | 0.12% | $95,876 | 0.01% | no change | 13F |
| BNP Paribas Financial Markets | 2,972 | 0.09% | $75,102 | 0.00% | +1,245 | 13F |
| Jones Financial Companies Lllp | 2,986 | 0.09% | $73,904 | 0.00% | no change | 13F |
| Vanguard Global Advisers, LLC | 2,829 | 0.09% | $71,489 | 0.00% | no change | 13F |
| Farther Finance Advisors, LLC | 2,731 | 0.09% | $69,009 | 0.00% | +263 | 13F |
| Wells Fargo & Company | 2,197 | 0.07% | $55,508 | 0.00% | -2,518 | 13F |
The 50 largest of the 73 funds that reported a position in SBFG in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 19 August 2026 | 13G/A | Strategic Value Investors LP and 9 others | 243,628 | 3.9% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 August 2026 | 13G/A | Manulife Financial Corporation and 3 others | 467,892 | 7.5% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 31 July 2026 | 13G/A | Vanguard Capital Management and 1 other | 292,327 | 4.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | Manulife Financial Corporation and 3 others | 470,502 | 7.5% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 335,897 | 5.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 13 February 2026 | 13G/A | Manulife Financial Corporation and 3 others | 473,718 | 7.5% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | Manulife Financial Corporation and 3 others | 474,948 | 7.5% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.