Citigroup
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Citigroup’s SB Financial Group SBFG Stock Holding History

Citigroup’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 		– Sell
-263
Closed -$5.52K – 6176
2026
Q1 		$5.52K Sell
263
-1,701
-87% -$36.1K ﹤0.01% 5238
2025
Q4 		$43.7K Buy
1,964
+1,895
+2,746% +$39.2K ﹤0.01% 4615
2025
Q3 		$1.33K Sell
69
-1,923
-97% -$39.1K ﹤0.01% 5582
2025
Q2 		$38K Sell
1,992
-2,022
-50% -$38.3K ﹤0.01% 4896
2025
Q1 		$83.6K Buy
4,014
+884
+28% +$18.8K ﹤0.01% 4696
2024
Q4 		$65.4K Buy
3,130
+751
+32% +$15.4K ﹤0.01% 5004
2024
Q3 		$48.9K Buy
+2,379
New +$39K ﹤0.01% 5029
2021
Q3 		– Sell
-1
Closed – – 6237
2021
Q2 		$0 Sell
1
-474
-100% -$8.37K ﹤0.01% 6365
2021
Q1 		$8K Sell
475
-874
-65% -$15.3K ﹤0.01% 5769
2020
Q4 		$23K Buy
1,349
+991
+277% +$16.1K ﹤0.01% 6566
2020
Q3 		$5K Sell
358
-587
-62% -$7.78K ﹤0.01% 7044
2020
Q2 		$15K Buy
945
+867
+1,112% +$12.5K ﹤0.01% 6829
2020
Q1 		$1K Buy
+78
New +$1.29K ﹤0.01% 7511
2015
Q2 		– Sell
-9
Closed – – 7716
2015
Q1 		$0 Buy
+9
New +$87 ﹤0.01% 7389

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

Citigroup's SBFG Position: Q2 2026 in Review

Citigroup sold out of SB Financial Group (SBFG) in Q2 2026, closing a stake of 263 shares — an estimated $5.52K sold.

Citigroup first reported a position in SBFG in Q1 2015 and held it in 14 quarters. The position peaked at $83.6K in Q1 2025. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Citigroup reported no remaining SB Financial Group position as of Q2 2026 after selling out during the quarter.
  • Citigroup sold 263 SB Financial Group shares in Q2 2026, an estimated $5.52K.
  • Citigroup first reported a position in SB Financial Group in Q1 2015 and held it in 14 quarters.
  • Citigroup's SB Financial Group position peaked at $83.6K in Q1 2025.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.