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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
Q2 		$1.16M Hold
46,021
– – 0.01% 1415
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 $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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PH
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

Empowered Funds's SBFG Position: Q2 2026 in Review

Empowered Funds held its SB Financial Group (SBFG) position steady in Q2 2026 at 46,021 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1415.

Empowered Funds first reported a position in SBFG in Q2 2023 and has held it in 13 quarters since. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Empowered Funds held 46,021 shares of SB Financial Group worth $1.16M as of Q2 2026.
  • Empowered Funds left its SB Financial Group share count unchanged in Q2 2026.
  • SB Financial Group made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1415 holding.
  • Empowered Funds first reported a position in SB Financial Group in Q2 2023 and has held it in 13 quarters since.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.