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Arax Advisory Partners’s SB Financial Group SBFG Stock Holding History

Arax Advisory 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 		$21 Buy
+5
New +$106 ﹤0.01% 3713
2025
Q4 		– Sell
-153
Closed -$2.95K – 4472
2025
Q3 		$2.95K Buy
+153
New +$3.11K ﹤0.01% 3016

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

Arax Advisory Partners's SBFG Position: Q1 2026 in Review

Arax Advisory Partners opened a new position in SB Financial Group (SBFG) in Q1 2026: 5 shares worth $21. The stake represents ﹤0.01% of the portfolio and ranks #3713 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in SBFG as recently as Q3 2025.

Arax Advisory Partners first reported a position in SBFG in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.95K in Q3 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Arax Advisory Partners held 5 shares of SB Financial Group worth $21 as of Q1 2026.
  • SB Financial Group was a new Arax Advisory Partners position in Q1 2026.
  • SB Financial Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #3713 holding.
  • Arax Advisory Partners first reported a position in SB Financial Group in Q3 2025 and has held it in 2 quarters since.
  • Arax Advisory Partners's SB Financial Group position peaked at $2.95K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.