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Farther Finance Advisors’s SB Financial Group SBFG Stock Holding History

Farther Finance 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 		$69K Buy
2,731
+263
+11% +$5.83K ﹤0.01% 2992
2026
Q1 		$51.2K Buy
2,468
+2,329
+1,676% +$49.4K ﹤0.01% 2981
2025
Q4 		$3.1K Sell
139
-2,817
-95% -$58.3K ﹤0.01% 4524
2025
Q3 		$57K Buy
2,956
+2,922
+8,594% +$59.4K ﹤0.01% 2370
2025
Q2 		$649 Buy
+34
New +$643 ﹤0.01% 3995

Other funds holding SBFG

GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Farther Finance Advisors's SBFG Position: Q2 2026 in Review

Farther Finance Advisors increased its SB Financial Group (SBFG) stake by 11% in Q2 2026, buying an estimated $5.83K and bringing the position to 2,731 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Farther Finance Advisors first reported a position in SBFG in Q2 2025 and has held it in 5 quarters since. 3 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Farther Finance Advisors held 2,731 shares of SB Financial Group worth $69K as of Q2 2026.
  • Farther Finance Advisors bought 263 SB Financial Group shares in Q2 2026, an estimated $5.83K.
  • SB Financial Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2992 holding.
  • Farther Finance Advisors first reported a position in SB Financial Group in Q2 2025 and has held it in 5 quarters since.
  • 3 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.