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Ameritas Investment Partners’s SB Financial Group SBFG Stock Holding History

Ameritas Investment Partners’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 		– Sell
-606
Closed -$12.7K – 3305
2026
Q1 		$12.7K Hold
606
– – ﹤0.01% 2783
2025
Q4 		$13.5K Hold
606
– – ﹤0.01% 2811
2025
Q3 		$11.7K Hold
606
– – ﹤0.01% 2906
2025
Q2 		$11.6K Buy
+606
New +$11.5K ﹤0.01% 2929
2021
Q2 		– Sell
-658
Closed -$11K – 3208
2021
Q1 		$11K Hold
658
– – ﹤0.01% 2822
2020
Q4 		$11K Hold
658
– – ﹤0.01% 2755
2020
Q3 		$8K Hold
658
– – ﹤0.01% 2821
2020
Q2 		$10K Buy
+658
New +$9.47K ﹤0.01% 2733

Other funds holding SBFG

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CCM
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Ameritas Investment Partners's SBFG Position: Q2 2026 in Review

Ameritas Investment Partners sold out of SB Financial Group (SBFG) in Q2 2026, closing a stake of 606 shares — an estimated $12.7K sold.

Ameritas Investment Partners first reported a position in SBFG in Q2 2020 and held it in 8 quarters. The position peaked at $13.5K in Q4 2025. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Ameritas Investment Partners reported no remaining SB Financial Group position as of Q2 2026 after selling out during the quarter.
  • Ameritas Investment Partners sold 606 SB Financial Group shares in Q2 2026, an estimated $12.7K.
  • Ameritas Investment Partners first reported a position in SB Financial Group in Q2 2020 and held it in 8 quarters.
  • Ameritas Investment Partners's SB Financial Group position peaked at $13.5K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.