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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
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

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

Ameritas Investment Partners's SBFG Position: Q1 2026 in Review

Ameritas Investment Partners held its SB Financial Group (SBFG) position steady in Q1 2026 at 606 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2783.

Ameritas Investment Partners first reported a position in SBFG in Q2 2020 and has held it in 8 quarters since. The position peaked at $13.5K in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Ameritas Investment Partners held 606 shares of SB Financial Group worth $12.7K as of Q1 2026.
  • Ameritas Investment Partners left its SB Financial Group share count unchanged in Q1 2026.
  • SB Financial Group made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2783 holding.
  • Ameritas Investment Partners first reported a position in SB Financial Group in Q2 2020 and has held it in 8 quarters since.
  • Ameritas Investment Partners's SB Financial Group position peaked at $13.5K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.