SB FINANCIAL GROUP, INC. (SBFG) — Institutional Holders, Q2 2026
74 institutional investment managers reported a SBFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $81.0M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SBFG in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AMERIPRISE FINANCIALNew · +241,463 sh+$6.1M
- Truffle Hound CapitalNew · +90,373 sh+$2.3M
- MARSHALL WACE, LLPNew · +57,913 sh+$1.5M
- MILLENNIUM MANAGEMENTNew · +22,519 sh+$569.1K
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +17,868 sh+$451.5K
Biggest sellers
- BlackRockTrimmed · -236,047 sh-$6.0M
- Petiole USA ltdTrimmed · -142,381 sh-$3.6M
- GEODE CAPITAL MANAGEMENTTrimmed · -67,948 sh-$1.7M
- STATE STREETTrimmed · -50,460 sh-$1.3M
- VANGUARD CAPITAL MANAGEMENTTrimmed · -43,806 sh-$1.1M
SBFG 13F holders ranked 1–74 of 74
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#1 · 467,892 sh | 467,892 | $11.8M | <0.01% | -0.6% |
| 2 | Cutler Capital Management#2 · 387,852 sh | 387,852 | $9.8M | 2.55% | -0.6% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 253,928 sh | 253,928 | $6.4M | <0.01% | -14.7% |
| 4 | STRATEGIC VALUE BANK PARTNERS#4 · 243,628 sh | 243,628 | $6.2M | 4.31% | -11.1% |
| 5 | AMERIPRISE FINANCIAL#5 · 241,463 sh | 241,463 | $6.1M | <0.01% | New |
| 6 | DIMENSIONAL FUND ADVISORS#6 · 202,631 sh | 202,631 | $5.1M | <0.01% | +2.5% |
| 7 | BlackRock#7 · 158,817 sh | 158,817 | $4.0M | <0.01% | -59.8% |
| 8 | Pinnacle#8 · 156,598 sh | 156,598 | $4.0M | 1.22% | -0.2% |
| 9 | Truffle Hound Capital#9 · 90,373 sh | 90,373 | $2.3M | 0.49% | New |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT#10 · 81,511 sh | 81,511 | $2.1M | 0.04% | 0.0% |
| 11 | GEODE CAPITAL MANAGEMENT#11 · 71,130 sh | 71,130 | $1.8M | <0.01% | -48.9% |
| 12 | GOLDMAN SACHS GROUP#12 · 58,053 sh | 58,053 | $1.5M | <0.01% | -32.1% |
| 13 | MARSHALL WACE, LLP#13 · 57,913 sh | 57,913 | $1.5M | <0.01% | New |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#14 · 48,869 sh | 48,869 | $1.2M | <0.01% | +57.6% |
| 15 | GENDELL JEFFREY L#15 · 46,286 sh | 46,286 | $1.2M | 0.01% | 0.0% |
| 16 | Empowered Funds#16 · 46,021 sh | 46,021 | $1.2M | <0.01% | 0.0% |
| 17 | RENAISSANCE TECHNOLOGIES#17 · 39,846 sh | 39,846 | $1.0M | <0.01% | +43.2% |
| 18 | HSBC PLC#18 · 38,138 sh | 38,138 | $927.5K | <0.01% | +19.8% |
| 19 | FIRST MANHATTAN#19 · 35,627 sh | 35,627 | $900.3K | <0.01% | 0.0% |
| 20 | VANGUARD FIDUCIARY#20 · 35,570 sh | 35,570 | $898.9K | <0.01% | -5.2% |
| 21 | PL Capital Advisors#21 · 33,101 sh | 33,101 | $836.5K | 0.23% | +10.3% |
| 22 | MORGAN STANLEY#22 · 29,488 sh | 29,488 | $745.2K | 0.00% | +23.9% |
| 23 | BARCLAYS PLC#23 · 27,374 sh | 27,374 | $691.7K | <0.01% | -0.6% |
| 24 | Petiole USA ltd#24 · 26,437 sh | 26,437 | $668.1K | 0.48% | -84.3% |
| 25 | CITADEL ADVISORS#25 · 25,775 sh | 25,775 | $651.3K | <0.01% | +75.6% |
| 26 | Venture Visionary Partners#26 · 24,025 sh | 24,025 | $607.1K | — | +0.2% |
| 27 | Valmark Advisers#27 · 23,083 sh | 23,083 | $583.3K | <0.01% | +0.7% |
| 28 | MILLENNIUM MANAGEMENT#28 · 22,519 sh | 22,519 | $569.1K | <0.01% | New |
| 29 | STATE STREET#29 · 21,950 sh | 21,950 | $554.7K | 0.00% | -69.7% |
| 30 | AQR CAPITAL MANAGEMENT#30 · 19,460 sh | 19,460 | $491.8K | <0.01% | +50.6% |
| 31 | ACADIAN ASSET MANAGEMENT#31 · 19,419 sh | 19,419 | $485.0K | <0.01% | +22.3% |
| 32 | PRINCETON CAPITAL MANAGEMENT#32 · 18,408 sh | 18,408 | $465.2K | 0.10% | 0.0% |
| 33 | ALLIANCEBERNSTEIN L.P.#33 · 21,615 sh | 21,615 | $453.9K | <0.01% | +53.0% |
| 34 | NORTHERN#34 · 13,885 sh | 13,885 | $350.9K | 0.00% | -72.0% |
| 35 | BANK OF AMERICA#35 · 13,762 sh | 13,762 | $347.8K | 0.00% | -29.9% |
| 36 | UBS Group AG#36 · 12,664 sh | 12,664 | $320.0K | 0.00% | +1142.8% |
| 37 | O'SHAUGHNESSY ASSET MANAGEMENT#37 · 11,436 sh | 11,436 | $289.0K | <0.01% | -34.3% |
| 38 | Quadrature Capital Ltd#38 · 11,059 sh | 11,059 | $279.5K | <0.01% | New |
| 39 | Qube Research & Technologies Ltd#39 · 9,921 sh | 9,921 | $250.7K | <0.01% | New |
| 40 | JANE STREET GROUP#40 · 9,813 sh | 9,813 | $248.0K | 0.00% | New |
| 41 | Squarepoint Ops#41 · 8,812 sh | 8,812 | $222.7K | <0.01% | New |
| 42 | GLOBEFLEX CAPITAL L P#42 · 7,085 sh | 7,085 | $179.0K | 0.02% | 0.0% |
| 43 | Aster Capital Management (DIFC) Ltd#43 · 6,798 sh | 6,798 | $171.8K | 0.04% | New |
| 44 | LSV ASSET MANAGEMENT#44 · 5,904 sh | 5,904 | $149.0K | <0.01% | +25.6% |
| 45 | SJS Investment Consulting#45 · 3,794 sh | 3,794 | $95.9K | — | 0.0% |
| 46 | BNP PARIBAS FINANCIAL MARKETS#46 · 2,972 sh | 2,972 | $75.1K | 0.00% | +72.1% |
| 47 | JONES FINANCIAL COMPANIES LLLP#47 · 2,986 sh | 2,986 | $73.9K | 0.00% | 0.0% |
| 48 | Vanguard Global Advisers#48 · 2,829 sh | 2,829 | $71.5K | 0.00% | 0.0% |
| 49 | Farther Finance Advisors#49 · 2,731 sh | 2,731 | $69.0K | — | +10.7% |
| 50 | WELLS FARGO & COMPANY#50 · 2,197 sh | 2,197 | $55.5K | 0.00% | -53.4% |
| 51 | RHUMBLINE ADVISERS#51 · 2,187 sh | 2,187 | $55.3K | 0.00% | -65.9% |
| 52 | LOS ANGELES CAPITAL MANAGEMENT#52 · 1,362 sh | 1,362 | $34.4K | <0.01% | New |
| 53 | CREATIVE FINANCIAL DESIGNS#53 · 705 sh | 705 | $17.8K | <0.01% | 0.0% |
| 54 | JPMORGAN CHASE#54 · 326 sh | 326 | $8.0K | 0.00% | -86.4% |
| 55 | Russell Investments Group, Ltd.#55 · 270 sh | 270 | $6.8K | 0.00% | -56.1% |
| 56 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#56 · 263 sh | 263 | $6.6K | 0.00% | 0.0% |
| 57 | SRS Capital Advisors#57 · 187 sh | 187 | $4.7K | 0.00% | +3640.0% |
| 58 | Integrated Wealth Concepts#58 · 126 sh | 126 | $3.2K | 0.00% | New |
| 59 | FMR#59 · 83 sh | 83 | $2.1K | 0.00% | +260.9% |
| 60 | ROYAL BANK OF CANADA#60 · 75 sh | 75 | $2.0K | 0.00% | New |
| 61 | PNC FINANCIAL SERVICES GROUP#61 · 73 sh | 73 | $1.8K | 0.00% | 0.0% |
| 62 | ASSETMARK#62 · 46 sh | 46 | $1.2K | — | New |
| 63 | Essential Partners#63 · 44 sh | 44 | $1.1K | — | -67.4% |
| 64 | Allworth Financial#64 · 40 sh | 40 | $1.0K | 0.00% | +150.0% |
| 65 | HANTZ FINANCIAL SERVICES#65 · 38 sh | 38 | $1.0K | 0.00% | -83.3% |
| 66 | Covestor Ltd#66 · 28 sh | 28 | $1.0K | <0.01% | +7.7% |
| 67 | EverSource Wealth Advisors#67 · 24 sh | 24 | $606.00 | 0.00% | -98.6% |
| 68 | IFP Advisors#68 · 17 sh | 17 | $430.00 | — | +240.0% |
| 69 | GAMMA Investing#69 · 14 sh | 14 | $354.00 | — | 0.0% |
| 70 | ROTHSCHILD INVESTMENT#70 · 12 sh | 12 | $303.00 | 0.00% | +71.4% |
| 71 | True Wealth Design#71 · 9 sh | 9 | $228.00 | — | +80.0% |
| 72 | SBI Securities , Ltd.#72 · 5 sh | 5 | $126.00 | — | 0.0% |
| 73 | Basecamp Wealth Advisors#73 · 3 sh | 3 | $76.00 | 0.00% | +50.0% |
| 74 | Wealth Enhancement Services#74 · 2 sh | 2 | $51.00 | — | New |
Funds that sold out of SBFG in Q2 2026 (16)
Held SBFG at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT32,965 sh | 32,965 | $692.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT16,615 sh | 16,615 | $348.9K |
| Bank of New York Mellon15,055 sh | 15,055 | $316.2K |
| STRS OHIO7,000 sh | 7,000 | $147.0K |
| NEW YORK STATE COMMON RETIREMENT FUND3,300 sh | 3,300 | $69.3K |
| MIRAE ASSET GLOBAL ETFS Ltd.2,795 sh | 2,795 | $58.7K |
| DEUTSCHE BANK AG\2,709 sh | 2,709 | $56.9K |
| Police & Firemen's Retirement System of New Jersey1,532 sh | 1,532 | $32.2K |
| Tower Research Capital (TRC)888 sh | 888 | $18.6K |
| Ameritas Investment Partners606 sh | 606 | $12.7K |
| Legal & General Group Plc536 sh | 536 | $11.3K |
| CITIGROUP263 sh | 263 | $5.5K |
| Sterling Capital Management190 sh | 190 | $4.0K |
| State of Wyoming77 sh | 77 | $1.6K |
| MAI Capital Management12 sh | 12 | $252.00 |
| Root Financial Partners1 sh | 1 | $21.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.