Bridgeway Capital Management’s SB Financial Group SBFG Stock Holding History

Bridgeway Capital Management’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	$1.71M	Hold	81,511	–	–	0.03%	570
2025 Q4	$1.82M	Hold	81,511	–	–	0.04%	569
2025 Q3	$1.57M	Buy	81,511 +2,963	+4%	+$60.3K	0.03%	609
2025 Q2	$1.5M	Buy	78,548 +589	+0.8%	+$11.1K	0.04%	583
2025 Q1	$1.62M	Buy	77,959 +2,832	+4%	+$60.3K	0.04%	549
2024 Q4	$1.57M	Buy	75,127 +1,875	+3%	+$38.4K	0.04%	572
2024 Q3	$1.51M	Buy	73,252 +1,876	+3%	+$30.8K	0.03%	583
2024 Q2	$999K	Buy	71,376 +2,520	+4%	+$34.8K	0.02%	685
2024 Q1	$949K	Buy	68,856 +2,450	+4%	+$36K	0.02%	756
2023 Q4	$1.01M	Buy	66,406 +2,688	+4%	+$37K	0.02%	753
2023 Q3	$874K	Buy	63,718 +2,212	+4%	+$30.9K	0.02%	741
2023 Q2	$779K	Buy	61,506 +868	+1%	+$11.6K	0.02%	791
2023 Q1	$857K	Sell	60,638 -1,330	-2%	-$21.1K	0.02%	754
2022 Q4	$1.04M	Hold	61,968	–	–	0.03%	722
2022 Q3	$1.04M	Hold	61,968	–	–	0.03%	721
2022 Q2	$1.07M	Hold	61,968	–	–	0.02%	714
2022 Q1	$1.23M	Sell	61,968 -1	-0%	-$19	0.02%	731
2021 Q4	$1.15M	Hold	61,969	–	–	0.02%	761
2021 Q3	$1.07M	Hold	61,969	–	–	0.02%	802
2021 Q2	$1.09M	Sell	61,969 -2	-0%	-$35	0.02%	831
2021 Q1	$1.08M	Sell	61,971 -6,426	-9%	-$113K	0.02%	830
2020 Q4	$1.19M	Sell	68,397 -5,985	-8%	-$97.1K	0.03%	712
2020 Q3	$956K	Sell	74,382 -2,310	-3%	-$30.6K	0.02%	695
2020 Q2	$1.21M	Hold	76,692	–	–	0.02%	586
2020 Q1	$812K	Sell	76,692 -6,021	-7%	-$99.8K	0.02%	621
2019 Q4	$1.55M	Hold	82,713	–	–	0.02%	621
2019 Q3	$1.32M	Hold	82,713	–	–	0.02%	651
2019 Q2	$1.3M	Hold	82,713	–	–	0.02%	655
2019 Q1	$1.42M	Hold	82,713	–	–	0.02%	643
2018 Q4	$1.3M	Hold	82,713	–	–	0.02%	639
2018 Q3	$1.6M	Hold	82,713	–	–	0.02%	701
2018 Q2	$1.6M	Hold	82,713	–	–	0.02%	706
2018 Q1	$1.45M	Sell	82,713 -16,170	-16%	-$286K	0.02%	707
2017 Q4	$1.74M	Hold	98,883	–	–	0.02%	640
2017 Q3	$1.62M	Hold	98,883	–	–	0.02%	663
2017 Q2	$1.6M	Buy	98,883 +17,934	+22%	+$293K	0.02%	654
2017 Q1	$1.29M	Buy	80,949 +20,729	+34%	+$341K	0.02%	722
2016 Q4	$921K	Hold	60,220	–	–	0.01%	856
2016 Q3	$728K	Hold	60,220	–	–	0.01%	926
2016 Q2	$623K	Hold	60,220	–	–	0.01%	953
2016 Q1	$591K	Buy	+60,220	New	+$593K	0.01%	974
2015 Q3	–	Sell	-10,543	Closed	-$106K	–	1515
2015 Q2	$106K	Hold	10,543	–	–	﹤0.01%	1425
2015 Q1	$106K	Hold	10,543	–	–	﹤0.01%	1410
2014 Q4	$94K	Buy	+10,543	New	+$92.1K	﹤0.01%	1396

Other funds holding SBFG

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bridgeway Capital Management's SBFG Position: Q1 2026 in Review

Bridgeway Capital Management held its SB Financial Group (SBFG) position steady in Q1 2026 at 81,511 shares worth $1.71M. The position accounts for 0.03% of the portfolio, ranked #570.

Bridgeway Capital Management first reported a position in SBFG in Q4 2014 and has held it in 44 quarters since. The position peaked at $1.82M in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

Bridgeway Capital Management held 81,511 shares of SB Financial Group worth $1.71M as of Q1 2026.
Bridgeway Capital Management left its SB Financial Group share count unchanged in Q1 2026.
SB Financial Group made up 0.03% of Bridgeway Capital Management's portfolio in Q1 2026, its #570 holding.
Bridgeway Capital Management first reported a position in SB Financial Group in Q4 2014 and has held it in 44 quarters since.
Bridgeway Capital Management's SB Financial Group position peaked at $1.82M in Q4 2025.
77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Bridgeway Capital Management's 13F filing for Q1 2026, filed 15 May 2026.