Essential Partners
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Essential Partners’s SB Financial Group SBFG Stock Holding History

Essential Partners’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
Q3 		$200 Sell
7
-37
-84% -$1.02K ﹤0.01% 2596
2026
Q2 		$1.11K Sell
44
-91
-67% -$2.02K ﹤0.01% 2196
2026
Q1 		$2.84K Sell
135
-41
-23% -$869 ﹤0.01% 1846
2025
Q4 		$3.92K Buy
176
+32
+22% +$662 ﹤0.01% 1531
2025
Q3 		$2.78K Buy
+144
New +$2.93K ﹤0.01% 1674

Other funds holding SBFG

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
True Wealth Design
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's SBFG Position: Q3 2026 in Review

Essential Partners reduced its SB Financial Group (SBFG) stake by 84% in Q3 2026, selling an estimated $1.02K and leaving 7 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

Essential Partners first reported a position in SBFG in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.92K in Q4 2025. 8 funds tracked by Wall St. Rank hold SBFG as of Q3 2026.

  • Essential Partners held 7 shares of SB Financial Group worth $200 as of Q3 2026.
  • Essential Partners sold 37 SB Financial Group shares in Q3 2026, an estimated $1.02K.
  • SB Financial Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2596 holding.
  • Essential Partners first reported a position in SB Financial Group in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's SB Financial Group position peaked at $3.92K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.