AllianceBernstein
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AllianceBernstein’s SB Financial Group SBFG Stock Holding History

AllianceBernstein’s Portfolio SBFG Stock Details SBFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$315K Buy
+14,126
New +$300K ﹤0.01% 2864
2025
Q2 		– Sell
-296,051
Closed -$6.16M – 3321
2025
Q1 		$6.16M Sell
296,051
-172,255
-37% -$3.67M ﹤0.01% 1373
2024
Q4 		$9.79M Sell
468,306
-119,608
-20% -$2.45M ﹤0.01% 1197
2024
Q3 		$12.1M Sell
587,914
-2,188
-0.4% -$35.9K ﹤0.01% 1089
2024
Q2 		$8.26M Buy
590,102
+12,017
+2% +$166K ﹤0.01% 1270
2024
Q1 		$7.97M Buy
578,085
+9,900
+2% +$145K ﹤0.01% 1275
2023
Q4 		$8.64M Buy
568,185
+4,153
+0.7% +$57.1K ﹤0.01% 1237
2023
Q3 		$7.61M Buy
564,032
+4,533
+0.8% +$63.2K ﹤0.01% 1221
2023
Q2 		$7.06M Buy
559,499
+17,054
+3% +$227K ﹤0.01% 1293
2023
Q1 		$7.66M Buy
542,445
+29,752
+6% +$473K ﹤0.01% 1212
2022
Q4 		$8.69M Buy
512,693
+1,689
+0.3% +$28.3K ﹤0.01% 1169
2022
Q3 		$8.61M Buy
511,004
+15,292
+3% +$264K ﹤0.01% 1156
2022
Q2 		$8.56M Buy
495,712
+12,143
+3% +$222K ﹤0.01% 1191
2022
Q1 		$9.63M Buy
483,569
+4,278
+0.9% +$83.1K ﹤0.01% 1262
2021
Q4 		$8.98M Buy
479,291
+30,866
+7% +$552K ﹤0.01% 1309
2021
Q3 		$7.76M Buy
448,425
+16,698
+4% +$290K ﹤0.01% 1385
2021
Q2 		$7.61M Buy
431,727
+11,112
+3% +$196K ﹤0.01% 1379
2021
Q1 		$7.32M Sell
420,615
-12,325
-3% -$216K ﹤0.01% 1360
2020
Q4 		$7.54M Sell
432,940
-210
-0% -$3.41K ﹤0.01% 1268
2020
Q3 		$5.57M Buy
433,150
+18,875
+5% +$250K ﹤0.01% 1294
2020
Q2 		$6.56M Sell
414,275
-33,071
-7% -$476K ﹤0.01% 1191
2020
Q1 		$4.74M Buy
447,346
+68,323
+18% +$1.13M ﹤0.01% 1210
2019
Q4 		$7.11M Buy
379,023
+28,332
+8% +$479K ﹤0.01% 1232
2019
Q3 		$5.58M Buy
350,691
+26,831
+8% +$418K ﹤0.01% 1318
2019
Q2 		$5.08M Buy
323,860
+122,060
+60% +$2.05M ﹤0.01% 1410
2019
Q1 		$3.46M Buy
201,800
+49,306
+32% +$858K ﹤0.01% 1591
2018
Q4 		$2.39M Buy
152,494
+12,451
+9% +$217K ﹤0.01% 1734
2018
Q3 		$2.71M Sell
140,043
-4,956
-3% -$95.1K ﹤0.01% 1729
2018
Q2 		$2.81M Sell
144,999
-13,421
-8% -$244K ﹤0.01% 1684
2018
Q1 		$2.79M Buy
158,420
+73,609
+87% +$1.3M ﹤0.01% 1600
2017
Q4 		$1.49M Hold
84,811
– – ﹤0.01% 2047
2017
Q3 		$1.39M Buy
84,811
+2,235
+3% +$35.7K ﹤0.01% 2094
2017
Q2 		$1.33M Hold
82,576
– – ﹤0.01% 2141
2017
Q1 		$1.31M Hold
82,576
– – ﹤0.01% 2085
2016
Q4 		$1.26M Hold
82,576
– – ﹤0.01% 2150
2016
Q3 		$987K Hold
82,576
– – ﹤0.01% 2230
2016
Q2 		$855K Buy
82,576
+7,459
+10% +$75.8K ﹤0.01% 2297
2016
Q1 		$738K Buy
75,117
+45,480
+153% +$448K ﹤0.01% 2259
2015
Q4 		$314K Buy
+29,637
New +$306K ﹤0.01% 2608

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AllianceBernstein's SBFG Position: Q1 2026 in Review

AllianceBernstein opened a new position in SB Financial Group (SBFG) in Q1 2026: 14,126 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #2864 among its holdings. This is a return to the name: AllianceBernstein previously reported a position in SBFG as recently as Q1 2025.

AllianceBernstein first reported a position in SBFG in Q4 2015 and has held it in 39 quarters since. The position peaked at $12.1M in Q3 2024. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • AllianceBernstein held 14,126 shares of SB Financial Group worth $315K as of Q1 2026.
  • SB Financial Group was a new AllianceBernstein position in Q1 2026.
  • SB Financial Group made up ﹤0.01% of AllianceBernstein's portfolio in Q1 2026, its #2864 holding.
  • AllianceBernstein first reported a position in SB Financial Group in Q4 2015 and has held it in 39 quarters since.
  • AllianceBernstein's SB Financial Group position peaked at $12.1M in Q3 2024.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.