Bank of America’s SB Financial Group SBFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $412K | Buy |
19,633
+1,908
| +11% | +$40.5K | ﹤0.01% | 5001 |
|
|
2025
Q4 | $395K | Buy |
17,725
+1,873
| +12% | +$38.8K | ﹤0.01% | 5038 |
|
|
2025
Q3 | $306K | Buy |
15,852
+13,194
| +496% | +$268K | ﹤0.01% | 6071 |
|
|
2025
Q2 | $50.8K | Buy |
2,658
+2,603
| +4,733% | +$49.2K | ﹤0.01% | 6806 |
|
|
2025
Q1 | $1.15K | Hold |
55
| – | – | ﹤0.01% | 7402 |
|
|
2024
Q4 | $1.15K | Sell |
55
-10
| -15% | -$205 | ﹤0.01% | 7264 |
|
|
2024
Q3 | $1.34K | Buy |
65
+9
| +16% | +$148 | ﹤0.01% | 7189 |
|
|
2024
Q2 | $784 | Buy |
+56
| New | +$773 | ﹤0.01% | 7273 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$119 | – | 8213 |
|
|
2022
Q4 | $119 | Buy |
+7
| New | +$117 | ﹤0.01% | 7638 |
|
|
2022
Q2 | – | Sell |
-27
| Closed | -$1K | – | 8329 |
|
|
2022
Q1 | $1K | Sell |
27
-142
| -84% | -$2.76K | ﹤0.01% | 8135 |
|
|
2021
Q4 | $3K | Sell |
169
-70
| -29% | -$1.25K | ﹤0.01% | 7944 |
|
|
2021
Q3 | $4K | Sell |
239
-1,429
| -86% | -$24.8K | ﹤0.01% | 7784 |
|
|
2021
Q2 | $29K | Sell |
1,668
-6,980
| -81% | -$123K | ﹤0.01% | 7031 |
|
|
2021
Q1 | $150K | Buy |
8,648
+5,988
| +225% | +$105K | ﹤0.01% | 6219 |
|
|
2020
Q4 | $46K | Buy |
2,660
+1,569
| +144% | +$25.5K | ﹤0.01% | 6361 |
|
|
2020
Q3 | $14K | Sell |
1,091
-10,244
| -90% | -$136K | ﹤0.01% | 6366 |
|
|
2020
Q2 | $179K | Buy |
11,335
+2,774
| +32% | +$39.9K | ﹤0.01% | 5322 |
|
|
2020
Q1 | $91K | Buy |
8,561
+8,521
| +21,303% | +$141K | ﹤0.01% | 5576 |
|
|
2019
Q4 | $1K | Sell |
40
-150
| -79% | -$2.54K | ﹤0.01% | 6976 |
|
|
2019
Q3 | $3K | Buy |
+190
| New | +$2.96K | ﹤0.01% | 6944 |
|
|
2019
Q2 | – | Sell |
-14
| Closed | – | – | 7378 |
|
|
2019
Q1 | $0 | Sell |
14
-98
| -88% | -$1.71K | ﹤0.01% | 7376 |
|
|
2018
Q4 | $2K | Sell |
112
-164
| -59% | -$2.85K | ﹤0.01% | 6908 |
|
|
2018
Q3 | $5K | Buy |
276
+177
| +179% | +$3.4K | ﹤0.01% | 6836 |
|
|
2018
Q2 | $2K | Hold |
99
| – | – | ﹤0.01% | 6921 |
|
|
2018
Q1 | $2K | Hold |
99
| – | – | ﹤0.01% | 6906 |
|
|
2017
Q4 | $2K | Buy |
99
+78
| +371% | +$1.3K | ﹤0.01% | 6864 |
|
|
2017
Q3 | $0 | Sell |
21
-853
| -98% | -$13.6K | ﹤0.01% | 7236 |
|
|
2017
Q2 | $14K | Sell |
874
-325
| -27% | -$5.32K | ﹤0.01% | 6339 |
|
|
2017
Q1 | $19K | Buy |
+1,199
| New | +$19.7K | ﹤0.01% | 6331 |
|
|
2016
Q4 | – | Sell |
-111
| Closed | -$1K | – | 7273 |
|
|
2016
Q3 | $1K | Buy |
111
+104
| +1,486% | +$1.16K | ﹤0.01% | 6961 |
|
|
2016
Q2 | $0 | Buy |
+7
| New | +$71 | ﹤0.01% | 7335 |
|
|
2014
Q1 | – | Sell |
-21
| Closed | – | – | 8033 |
|
|
2013
Q4 | $0 | Sell |
21
-84
| -80% | -$640 | ﹤0.01% | 8099 |
|
|
2013
Q3 | $1K | Buy |
105
+69
| +192% | +$523 | ﹤0.01% | 7747 |
|
|
2013
Q2 | $0 | Buy |
+36
| New | +$284 | ﹤0.01% | 7752 |
|
Other funds holding SBFG
CCM
VCM
SVBP
PU
PH
Bank of America's SBFG Position: Q1 2026 in Review
Bank of America increased its SB Financial Group (SBFG) stake by 11% in Q1 2026, buying an estimated $40.5K and bringing the position to 19,633 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #5001.
Bank of America first reported a position in SBFG in Q2 2013 and has held it in 34 quarters since. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.
- Bank of America held 19,633 shares of SB Financial Group worth $412K as of Q1 2026.
- Bank of America bought 1,908 SB Financial Group shares in Q1 2026, an estimated $40.5K.
- SB Financial Group made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5001 holding.
- Bank of America first reported a position in SB Financial Group in Q2 2013 and has held it in 34 quarters since.
- 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.