CA
SBFG icon

Cliff Asness’s SB Financial Group SBFG Stock Holding History

Cliff Asness’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 		$492K Buy
19,460
+6,542
+51% +$145K ﹤0.01% 3395
2026
Q1 		$271K Sell
12,918
-383
-3% -$8.12K ﹤0.01% 3457
2025
Q4 		$296K Buy
13,301
+2,830
+27% +$58.6K ﹤0.01% 3179
2025
Q3 		$202K Buy
+10,471
New +$213K ﹤0.01% 3255

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

Cliff Asness's SBFG Position: Q2 2026 in Review

Cliff Asness increased its SB Financial Group (SBFG) stake by 51% in Q2 2026, buying an estimated $145K and bringing the position to 19,460 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #3395.

Cliff Asness first reported a position in SBFG in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Cliff Asness held 19,460 shares of SB Financial Group worth $492K as of Q2 2026.
  • Cliff Asness bought 6,542 SB Financial Group shares in Q2 2026, an estimated $145K.
  • SB Financial Group made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3395 holding.
  • Cliff Asness first reported a position in SB Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.