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Amalgamated Bank’s SB Financial Group SBFG Stock Holding History

Amalgamated Bank’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 		– Sell
-180
Closed -$4K – 2601
2025
Q4 		$4K Sell
180
-23
-11% -$476 ﹤0.01% 2810
2025
Q3 		$4K Hold
203
– – ﹤0.01% 2859
2025
Q2 		$4K Buy
+203
New +$3.84K ﹤0.01% 2871

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

Amalgamated Bank's SBFG Position: Q1 2026 in Review

Amalgamated Bank sold out of SB Financial Group (SBFG) in Q1 2026, closing a stake of 180 shares — an estimated $4K sold.

Amalgamated Bank first reported a position in SBFG in Q2 2025 and held it in 3 quarters. The position peaked at $4K in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Amalgamated Bank reported no remaining SB Financial Group position as of Q1 2026 after selling out during the quarter.
  • Amalgamated Bank sold 180 SB Financial Group shares in Q1 2026, an estimated $4K.
  • Amalgamated Bank first reported a position in SB Financial Group in Q2 2025 and held it in 3 quarters.
  • Amalgamated Bank's SB Financial Group position peaked at $4K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.