Ameriprise
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Ameriprise’s SB Financial Group SBFG Stock Holding History

Ameriprise’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
Q2 		$6.1M Buy
+241,463
New +$5.36M ﹤0.01% 2418

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise's SBFG Position: Q2 2026 in Review

Ameriprise opened a new position in SB Financial Group (SBFG) in Q2 2026: 241,463 shares worth $6.1M. The stake represents ﹤0.01% of the portfolio and ranks #2418 among its holdings.

68 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Ameriprise held 241,463 shares of SB Financial Group worth $6.1M as of Q2 2026.
  • SB Financial Group was a new Ameriprise position in Q2 2026.
  • SB Financial Group made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #2418 holding.
  • 68 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.