SB Financial Group, Inc.

Historical 13F Holders

Symbol
SBFG
CUSIP
78408D105
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 78408D105 since 12/18/2024, newest first.

Filer % of Class Filed
Strategic Value Investors LP 13G/A Amendment 2
3.9% 8/19/2026
Event 6/30/2026
Manulife Financial Corp 13G/A Amendment 10
7.5% 8/14/2026
Event 6/30/2026
Vanguard Capital Management LLC 13G/A Amendment 1 4.7% 7/31/2026
Event 6/30/2026
Manulife Financial Corp 13G/A Amendment 9
7.5% 5/15/2026
Event 3/31/2026
Vanguard Capital Management LLC 13G 5.3% 4/30/2026
Event 3/31/2026
Vanguard Group Inc 13G/A Amendment 1 0% 3/27/2026
Event 3/13/2026
Manulife Financial Corp 13G/A Amendment 8
7.5% 2/13/2026
Event 12/31/2025
Manulife Financial Corp 13G/A Amendment 7
7.5% 11/14/2025
Event 9/30/2025
FJ Capital Management LLC 13G/A Amendment 3
4.1% 8/13/2025
Event 6/30/2025
AllianceBernstein L.P. 13G/A Amendment 6 4.5% 5/14/2025
Event 3/31/2025
Manulife Financial Corp 13G/A Amendment 6
7.2% 5/14/2025
Event 3/31/2025
Manulife Financial Corp 13G/A Amendment 5
7.2% 2/14/2025
Event 12/31/2024
Cutler Capital Management, LLC 13G 6.0% 2/13/2025
Event 12/31/2024
FJ Capital Management LLC 13G/A Amendment 2
5.6% 2/11/2025
Event 12/31/2024
State Bank & Trust Co 13G/A Amendment 8
4.7% 2/11/2025
Event 12/31/2024
AllianceBernstein L.P. 13G/A Amendment 5 7.0% 2/5/2025
Event 12/31/2024
Vanguard Group Inc 13G 5.1% 1/31/2025
Event 12/31/2024

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 3 26.8 k $767 k
2026 Q2 73 3.21 M $81.0 M
2026 Q1 78 3.40 M $71.5 M
2025 Q4 74 3.36 M $74.8 M
2025 Q3 76 3.41 M $65.8 M
2025 Q2 63 3.55 M $67.8 M
2025 Q1 45 3.41 M $71.1 M
2024 Q4 44 3.49 M $73.1 M
2024 Q3 43 3.37 M $69.3 M
2024 Q2 43 3.36 M $47.1 M
2024 Q1 41 3.37 M $46.4 M
2023 Q4 41 3.36 M $51.2 M
2023 Q3 39 3.36 M $45.5 M
2023 Q2 41 3.77 M $47.7 M
2023 Q1 42 3.42 M $48.3 M
2022 Q4 41 3.51 M $59.4 M
2022 Q3 38 3.49 M $58.8 M
2022 Q2 36 3.47 M $59.8 M
2022 Q1 40 3.99 M $79.5 M
2021 Q4 39 3.51 M $68.7 M
2021 Q3 40 3.06 M $55.7 M
2021 Q2 46 3.07 M $56.8 M
2021 Q1 52 3.64 M $66.4 M
2020 Q4 48 3.67 M $67.2 M
2020 Q3 49 3.82 M $51.5 M
2020 Q2 52 3.89 M $64.6 M
2020 Q1 39 3.58 M $39.9 M
2019 Q4 37 3.52 M $69.4 M
2019 Q3 38 2.78 M $46.5 M
2019 Q2 37 3.05 M $50.2 M
2019 Q1 39 3.06 M $55.2 M
2018 Q4 41 3.20 M $52.6 M
2018 Q3 41 2.94 M $59.9 M
2018 Q2 39 2.91 M $59.0 M
2018 Q1 36 2.72 M $50.1 M
2017 Q4 26 1.01 M $18.6 M
2017 Q3 26 1.06 M $18.1 M
2017 Q2 24 1.04 M $17.7 M
2017 Q1 25 1.02 M $17.1 M
2016 Q4 23 990 k $15.9 M
2016 Q3 23 851 k $10.7 M
2016 Q2 23 852 k $9.25 M
2016 Q1 21 823 k $8.49 M
2015 Q4 19 715 k $7.97 M
2015 Q3 17 674 k $6.92 M
2015 Q2 18 703 k $7.44 M
2015 Q1 18 670 k $7.07 M
2014 Q4 16 650 k $6.10 M
2014 Q3 15 632 k $5.71 M
2014 Q2 16 585 k $4.90 M
2014 Q1 14 542 k $4.56 M