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Allworth Financial’s SB Financial Group SBFG Stock Holding History

Allworth Financial’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 		$336 Buy
16
+1
+7% +$21 ﹤0.01% 4822
2025
Q4 		$335 Sell
15
-1
-6% -$21 ﹤0.01% 4616
2025
Q3 		$309 Buy
+16
New +$325 ﹤0.01% 4539

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 $5.72T AUM 30.48% 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

Allworth Financial's SBFG Position: Q1 2026 in Review

Allworth Financial increased its SB Financial Group (SBFG) stake by 6.7% in Q1 2026, buying an estimated $21 and bringing the position to 16 shares worth $336. The position accounts for ﹤0.01% of the portfolio, ranked #4822.

Allworth Financial first reported a position in SBFG in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Allworth Financial held 16 shares of SB Financial Group worth $336 as of Q1 2026.
  • Allworth Financial bought 1 SB Financial Group share in Q1 2026, an estimated $21.
  • SB Financial Group made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4822 holding.
  • Allworth Financial first reported a position in SB Financial Group in Q3 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

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