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 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 $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

Creative Financial Designs's SBFG Position: Q1 2026 in Review

Creative Financial Designs held its SB Financial Group (SBFG) position steady in Q1 2026 at 705 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

Creative Financial Designs first reported a position in SBFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.7K in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

Creative Financial Designs held 705 shares of SB Financial Group worth $14.8K as of Q1 2026.
Creative Financial Designs left its SB Financial Group share count unchanged in Q1 2026.
SB Financial Group made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1285 holding.
Creative Financial Designs first reported a position in SB Financial Group in Q4 2023 and has held it in 10 quarters since.
Creative Financial Designs's SB Financial Group position peaked at $15.7K in Q4 2025.
77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.