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EverSource Wealth Advisors’s SB Financial Group SBFG Stock Holding History

EverSource Wealth Advisors’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 		$504 Sell
24
-1
-4% -$21 ﹤0.01% 4062
2025
Q4 		$557 Sell
25
-31
-55% -$642 ﹤0.01% 3853
2025
Q3 		$1.08K Buy
56
+13
+30% +$264 ﹤0.01% 3741
2025
Q2 		$821 Buy
+43
New +$813 ﹤0.01% 3780

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

EverSource Wealth Advisors's SBFG Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its SB Financial Group (SBFG) stake by 4% in Q1 2026, selling an estimated $21 and leaving 24 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #4062.

EverSource Wealth Advisors first reported a position in SBFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.08K in Q3 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • EverSource Wealth Advisors held 24 shares of SB Financial Group worth $504 as of Q1 2026.
  • EverSource Wealth Advisors sold 1 SB Financial Group share in Q1 2026, an estimated $21.
  • SB Financial Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4062 holding.
  • EverSource Wealth Advisors first reported a position in SB Financial Group in Q2 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's SB Financial Group position peaked at $1.08K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.