Fidelity Investments’s SB Financial Group SBFG Stock Holding History

Fidelity Investments’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	$2.1K	Buy	83 +60	+261%	+$1.33K	﹤0.01%	5147
2026 Q1	$483	Sell	23 -408	-95%	-$8.65K	﹤0.01%	5164
2025 Q4	$9.6K	Buy	431 +422	+4,689%	+$8.73K	﹤0.01%	4748
2025 Q3	$174	Buy	+9	New	+$183	﹤0.01%	5162
2023 Q4	–	Sell	-56	Closed	-$772	–	5621
2023 Q3	$772	Buy	+56	New	+$781	﹤0.01%	4675
2023 Q1	–	Sell	-24	Closed	-$402	–	5490
2022 Q4	$402	Hold	24	–	–	﹤0.01%	4766
2022 Q3	$0	Hold	24	–	–	﹤0.01%	5331
2022 Q2	$0	Hold	24	–	–	﹤0.01%	5416
2022 Q1	$0	Buy	+24	New	+$466	﹤0.01%	5413
2021 Q3	–	Sell	-1	Closed	–	–	4941
2021 Q2	$0	Hold	1	–	–	﹤0.01%	4793
2021 Q1	$0	Buy	+1	New	+$18	﹤0.01%	4472
2019 Q4	–	Sell	-56	Closed	-$1K	–	4203
2019 Q3	$1K	Hold	56	–	–	﹤0.01%	3673
2019 Q2	$1K	Hold	56	–	–	﹤0.01%	3635
2019 Q1	$1K	Hold	56	–	–	﹤0.01%	3506
2018 Q4	$1K	Hold	56	–	–	﹤0.01%	3417
2018 Q3	$1K	Buy	+56	New	+$1.07K	﹤0.01%	3451

Other funds holding SBFG

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 Malvern, Pennsylvania $4.68T AUM

SVBP

Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments's SBFG Position: Q2 2026 in Review

Fidelity Investments increased its SB Financial Group (SBFG) stake by 261% in Q2 2026, buying an estimated $1.33K and bringing the position to 83 shares worth $2.1K. The position accounts for ﹤0.01% of the portfolio, ranked #5147.

Fidelity Investments first reported a position in SBFG in Q3 2018 and has held it in 16 quarters since. The position peaked at $9.6K in Q4 2025. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

Fidelity Investments held 83 shares of SB Financial Group worth $2.1K as of Q2 2026.
Fidelity Investments bought 60 SB Financial Group shares in Q2 2026, an estimated $1.33K.
SB Financial Group made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5147 holding.
Fidelity Investments first reported a position in SB Financial Group in Q3 2018 and has held it in 16 quarters since.
Fidelity Investments's SB Financial Group position peaked at $9.6K in Q4 2025.
74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.