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Covestor’s SB Financial Group SBFG Stock Holding History

Covestor’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 		$1K Buy
28
+2
+8% +$44 ﹤0.01% 2313
2026
Q1 		$1K Sell
26
-12
-32% -$254 ﹤0.01% 2135
2025
Q4 		$1K Buy
38
+11
+41% +$228 ﹤0.01% 2157
2025
Q3 		$1K Buy
+27
New +$549 ﹤0.01% 2170

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

Covestor's SBFG Position: Q2 2026 in Review

Covestor increased its SB Financial Group (SBFG) stake by 7.7% in Q2 2026, buying an estimated $44 and bringing the position to 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Covestor 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.

  • Covestor held 28 shares of SB Financial Group worth $1K as of Q2 2026.
  • Covestor bought 2 SB Financial Group shares in Q2 2026, an estimated $44.
  • SB Financial Group made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2313 holding.
  • Covestor 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 Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.