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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
Q2 		$606 Hold
24
– – ﹤0.01% 4089
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 $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

EverSource Wealth Advisors's SBFG Position: Q2 2026 in Review

EverSource Wealth Advisors held its SB Financial Group (SBFG) position steady in Q2 2026 at 24 shares worth $606. The position accounts for ﹤0.01% of the portfolio, ranked #4089.

EverSource Wealth Advisors first reported a position in SBFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.08K in Q3 2025. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • EverSource Wealth Advisors held 24 shares of SB Financial Group worth $606 as of Q2 2026.
  • EverSource Wealth Advisors left its SB Financial Group share count unchanged in Q2 2026.
  • SB Financial Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4089 holding.
  • EverSource Wealth Advisors first reported a position in SB Financial Group in Q2 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's SB Financial Group position peaked at $1.08K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.