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Empowered Funds’s SB Financial Group SBFG Stock Holding History

Empowered Funds’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 		$966K Hold
46,021
– – 0.01% 1413
2025
Q4 		$1.02M Hold
46,021
– – 0.02% 636
2025
Q3 		$888K Buy
46,021
+2,963
+7% +$60.3K 0.01% 1217
2025
Q2 		$822K Buy
43,058
+589
+1% +$11.1K 0.01% 1148
2025
Q1 		$884K Buy
42,469
+2,832
+7% +$60.3K 0.01% 1042
2024
Q4 		$829K Buy
39,637
+1,875
+5% +$38.4K 0.01% 1020
2024
Q3 		$776K Buy
37,762
+1,876
+5% +$30.8K 0.01% 971
2024
Q2 		$502K Buy
35,886
+2,520
+8% +$34.8K 0.01% 1052
2024
Q1 		$460K Buy
33,366
+2,450
+8% +$36K 0.01% 1098
2023
Q4 		$471K Buy
30,916
+2,688
+10% +$37K 0.01% 997
2023
Q3 		$387K Buy
28,228
+2,212
+9% +$30.9K 0.01% 1000
2023
Q2 		$329K Buy
+26,016
New +$347K 0.01% 929

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 $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
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

Empowered Funds's SBFG Position: Q1 2026 in Review

Empowered Funds held its SB Financial Group (SBFG) position steady in Q1 2026 at 46,021 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #1413.

Empowered Funds first reported a position in SBFG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Empowered Funds held 46,021 shares of SB Financial Group worth $966K as of Q1 2026.
  • Empowered Funds left its SB Financial Group share count unchanged in Q1 2026.
  • SB Financial Group made up 0.01% of Empowered Funds's portfolio in Q1 2026, its #1413 holding.
  • Empowered Funds first reported a position in SB Financial Group in Q2 2023 and has held it in 12 quarters since.
  • Empowered Funds's SB Financial Group position peaked at $1.02M in Q4 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.