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 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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Covestor's SBFG Position: Q1 2026 in Review

Covestor reduced its SB Financial Group (SBFG) stake by 32% in Q1 2026, selling an estimated $254 and leaving 26 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

Covestor first reported a position in SBFG in Q3 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

Covestor held 26 shares of SB Financial Group worth $1K as of Q1 2026.
Covestor sold 12 SB Financial Group shares in Q1 2026, an estimated $254.
SB Financial Group made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2135 holding.
Covestor first reported a position in SB Financial Group in Q3 2025 and has held it in 3 quarters since.
77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.