Creative Financial Designs’s SB Financial Group SBFG Stock Holding History

Creative Financial Designs’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	$17.8K	Hold	705	–	–	﹤0.01%	1345
2026 Q1	$14.8K	Hold	705	–	–	﹤0.01%	1285
2025 Q4	$15.7K	Hold	705	–	–	﹤0.01%	1216
2025 Q3	$13.6K	Hold	705	–	–	﹤0.01%	1274
2025 Q2	$13.5K	Hold	705	–	–	﹤0.01%	1256
2025 Q1	$14.7K	Hold	705	–	–	﹤0.01%	1175
2024 Q4	$14.7K	Hold	705	–	–	﹤0.01%	1124
2024 Q3	$14.5K	Hold	705	–	–	﹤0.01%	1097
2024 Q2	$9.87K	Hold	705	–	–	﹤0.01%	1163
2024 Q1	$9.71K	Hold	705	–	–	﹤0.01%	1151
2023 Q4	$10.7K	Buy	+705	New	+$9.7K	﹤0.01%	1072

Other funds holding SBFG

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 Malvern, Pennsylvania $4.68T AUM

SVBP

Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Creative Financial Designs's SBFG Position: Q2 2026 in Review

Creative Financial Designs held its SB Financial Group (SBFG) position steady in Q2 2026 at 705 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Creative Financial Designs first reported a position in SBFG in Q4 2023 and has held it in 11 quarters since. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

Creative Financial Designs held 705 shares of SB Financial Group worth $17.8K as of Q2 2026.
Creative Financial Designs left its SB Financial Group share count unchanged in Q2 2026.
SB Financial Group made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1345 holding.
Creative Financial Designs first reported a position in SB Financial Group in Q4 2023 and has held it in 11 quarters since.
74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.