CCM
SBFG icon

Cutler Capital Management’s SB Financial Group SBFG Stock Holding History

Cutler Capital Management’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 		$8.19M Sell
390,137
-845
-0.2% -$17.9K 2.22% 11
2025
Q4 		$8.71M Sell
390,982
-701
-0.2% -$14.5K 2.54% 6
2025
Q3 		$7.56M Sell
391,683
-300
-0.1% -$6.1K 2.41% 8
2025
Q2 		$7.49M Sell
391,983
-573
-0.1% -$10.8K 2.61% 8
2025
Q1 		$8.17M Hold
392,556
– – 2.84% 6
2024
Q4 		$8.21M Sell
392,556
-6,598
-2% -$135K 2.86% 7
2024
Q3 		$8.21M Sell
399,154
-4,222
-1% -$69.2K 2.9% 5
2024
Q2 		$5.65M Buy
403,376
+3,064
+0.8% +$42.3K 2.2% 13
2024
Q1 		$5.52M Buy
400,312
+29
+0% +$426 2.17% 14
2023
Q4 		$6.08M Sell
400,283
-224
-0.1% -$3.08K 2.52% 12
2023
Q3 		$5.41M Buy
400,507
+1,467
+0.4% +$20.5K 2.44% 11
2023
Q2 		$5.04M Buy
399,040
+2,742
+0.7% +$36.6K 2.36% 11
2023
Q1 		$5.6M Sell
396,298
-941
-0.2% -$15K 2.5% 9
2022
Q4 		$6.73M Buy
397,239
+1,173
+0.3% +$19.7K 2.77% 8
2022
Q3 		$6.67M Sell
396,066
-1,877
-0.5% -$32.4K 3.09% 4
2022
Q2 		$6.87M Sell
397,943
-45
-0% -$823 2.65% 7
2022
Q1 		$7.92M Buy
397,988
+1,308
+0.3% +$25.4K 2.82% 5
2021
Q4 		$7.43M Buy
396,680
+4,679
+1% +$83.7K 2.7% 8
2021
Q3 		$6.79M Buy
392,001
+17,903
+5% +$311K 2.56% 8
2021
Q2 		$6.59M Buy
374,098
+60,144
+19% +$1.06M 2.53% 10
2021
Q1 		$5.46M Buy
313,954
+838
+0.3% +$14.7K 2.19% 15
2020
Q4 		$5.45M Sell
313,116
-6,226
-2% -$101K 2.37% 11
2020
Q3 		$4.1M Sell
319,342
-11,039
-3% -$146K 2.24% 17
2020
Q2 		$5.23M Sell
330,381
-6,968
-2% -$100K 2.8% 8
2020
Q1 		$3.57M Buy
337,349
+1,018
+0.3% +$16.9K 1.81% 19
2019
Q4 		$6.31M Buy
336,331
+142,078
+73% +$2.4M 2.22% 15
2019
Q3 		$3.09M Hold
194,253
– – 1.07% 30
2019
Q2 		$3.04M Buy
194,253
+45,427
+31% +$764K 1.23% 29
2019
Q1 		$2.55M Buy
148,826
+12,149
+9% +$211K 1.06% 32
2018
Q4 		$2.14M Buy
136,677
+18,167
+15% +$316K 0.97% 36
2018
Q3 		$2.3M Buy
118,510
+73,905
+166% +$1.42M 0.98% 35
2018
Q2 		$863K Buy
44,605
+26,755
+150% +$486K 0.36% 63
2018
Q1 		$314K Buy
17,850
+5,140
+40% +$90.9K 0.13% 87
2017
Q4 		$224K Sell
12,710
-715
-5% -$11.9K 0.09% 93
2017
Q3 		$219K Hold
13,425
– – 0.1% 77
2017
Q2 		$216K Sell
13,425
-5,475
-29% -$89.6K 0.1% 66
2017
Q1 		$301K Hold
18,900
– – 0.14% 65
2016
Q4 		$289K Hold
18,900
– – 0.14% 68
2016
Q3 		$226K Buy
+18,900
New +$211K 0.07% 71

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Cutler Capital Management's SBFG Position: Q1 2026 in Review

Cutler Capital Management reduced its SB Financial Group (SBFG) stake by 0.22% in Q1 2026, selling an estimated $17.9K and leaving 390,137 shares worth $8.19M. The position accounts for 2.22% of the portfolio, ranked #11.

Cutler Capital Management first reported a position in SBFG in Q3 2016 and has held it in 39 quarters since. The position peaked at $8.71M in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Cutler Capital Management held 390,137 shares of SB Financial Group worth $8.19M as of Q1 2026.
  • Cutler Capital Management sold 845 SB Financial Group shares in Q1 2026, an estimated $17.9K.
  • SB Financial Group made up 2.22% of Cutler Capital Management's portfolio in Q1 2026, its #11 holding.
  • Cutler Capital Management first reported a position in SB Financial Group in Q3 2016 and has held it in 39 quarters since.
  • Cutler Capital Management's SB Financial Group position peaked at $8.71M in Q4 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Cutler Capital Management's 13F filing for Q1 2026, filed 15 May 2026.