GAMMA Investing’s SB Financial Group SBFG Stock Holding History

GAMMA Investing’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	$401	Hold	14	–	–	﹤0.01%	4230
2026 Q2	$354	Hold	14	–	–	﹤0.01%	4031
2026 Q1	$294	Buy	14 +7	+100%	+$148	﹤0.01%	4029
2025 Q4	$156	Buy	+7	New	+$145	﹤0.01%	4024

Other funds holding SBFG

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

GAMMA Investing's SBFG Position: Q3 2026 in Review

GAMMA Investing held its SB Financial Group (SBFG) position steady in Q3 2026 at 14 shares worth $401. The position accounts for ﹤0.01% of the portfolio, ranked #4230.

GAMMA Investing first reported a position in SBFG in Q4 2025 and has held it in 4 quarters since. 8 funds tracked by Wall St. Rank hold SBFG as of Q3 2026.

GAMMA Investing held 14 shares of SB Financial Group worth $401 as of Q3 2026.
GAMMA Investing left its SB Financial Group share count unchanged in Q3 2026.
SB Financial Group made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #4230 holding.
GAMMA Investing first reported a position in SB Financial Group in Q4 2025 and has held it in 4 quarters since.
8 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.