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EA Series Trust’s SB Financial Group SBFG Stock Holding History

EA Series Trust’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
2023
Q2 		$329K Buy
+26,016
New +$347K 0.01% 929

Other funds holding SBFG

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EA Series Trust's SBFG Position: Q2 2023 in Review

EA Series Trust opened a new position in SB Financial Group (SBFG) in Q2 2023: 26,016 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #929 among its holdings.

38 funds tracked by Wall St. Rank hold SBFG as of Q2 2023.

  • EA Series Trust held 26,016 shares of SB Financial Group worth $329K as of Q2 2023.
  • SB Financial Group was a new EA Series Trust position in Q2 2023.
  • SB Financial Group made up 0.01% of EA Series Trust's portfolio in Q2 2023, its #929 holding.
  • 38 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.