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Basecamp Wealth Advisors’s SB Financial Group SBFG Stock Holding History

Basecamp Wealth Advisors’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 		$76 Buy
3
+1
+50% +$22 ﹤0.01% 1789
2026
Q1 		$42 Buy
+2
New +$42 ﹤0.01% 1973

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
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

Basecamp Wealth Advisors's SBFG Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its SB Financial Group (SBFG) stake by 50% in Q2 2026, buying an estimated $22 and bringing the position to 3 shares worth $76. The position accounts for ﹤0.01% of the portfolio, ranked #1789.

Basecamp Wealth Advisors first reported a position in SBFG in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Basecamp Wealth Advisors held 3 shares of SB Financial Group worth $76 as of Q2 2026.
  • Basecamp Wealth Advisors bought 1 SB Financial Group share in Q2 2026, an estimated $22.
  • SB Financial Group made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1789 holding.
  • Basecamp Wealth Advisors first reported a position in SB Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.