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Catalyst Funds Management’s SB Financial Group SBFG Stock Holding History

Catalyst Funds 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
2024
Q4 		– Sell
-530
Closed -$10.9K – 1101
2024
Q3 		$10.9K Hold
530
– – ﹤0.01% 1171
2024
Q2 		$7.42K Hold
530
– – ﹤0.01% 986
2024
Q1 		$7.3K Buy
+530
New +$7.78K ﹤0.01% 935

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Catalyst Funds Management's SBFG Position: Q4 2024 in Review

Catalyst Funds Management sold out of SB Financial Group (SBFG) in Q4 2024, closing a stake of 530 shares — an estimated $10.9K sold.

Catalyst Funds Management first reported a position in SBFG in Q1 2024 and held it in 3 quarters. The position peaked at $10.9K in Q3 2024. 43 funds tracked by Wall St. Rank hold SBFG as of Q4 2024.

  • Catalyst Funds Management reported no remaining SB Financial Group position as of Q4 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 530 SB Financial Group shares in Q4 2024, an estimated $10.9K.
  • Catalyst Funds Management first reported a position in SB Financial Group in Q1 2024 and held it in 3 quarters.
  • Catalyst Funds Management's SB Financial Group position peaked at $10.9K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held SB Financial Group as of Q4 2024.

Based on Catalyst Funds Management's 13F filing for Q4 2024, filed 10 Feb 2025.