Gendell Jeffrey L’s SB Financial Group SBFG Stock Holding History

Gendell Jeffrey L’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	$972K	Hold	46,286	–	–	0.01%	95
2025 Q4	$1.03M	Hold	46,286	–	–	0.02%	88
2025 Q3	$893K	Hold	46,286	–	–	0.02%	83
2025 Q2	$884K	Hold	46,286	–	–	0.02%	71
2025 Q1	$964K	Sell	46,286 -2,537	-5%	-$54K	0.04%	68
2024 Q4	$1.02M	Hold	48,823	–	–	0.03%	75
2024 Q3	$1M	Hold	48,823	–	–	0.03%	74
2024 Q2	$684K	Hold	48,823	–	–	0.02%	90
2024 Q1	$673K	Buy	48,823 +3,335	+7%	+$48.9K	0.03%	78
2023 Q4	$698K	Buy	45,488 +8,654	+23%	+$119K	0.04%	67
2023 Q3	$497K	Buy	36,834 +4,237	+13%	+$59.1K	0.03%	69
2023 Q2	$411K	Hold	32,597	–	–	0.03%	60
2023 Q1	$461K	Hold	32,597	–	–	0.04%	59
2022 Q4	$553K	Hold	32,597	–	–	0.05%	56
2022 Q3	$549K	Hold	32,597	–	–	0.07%	49
2022 Q2	$563K	Hold	32,597	–	–	0.07%	55
2022 Q1	$649K	Hold	32,597	–	–	0.05%	62
2021 Q4	$611K	Hold	32,597	–	–	0.05%	51
2021 Q3	$564K	Hold	32,597	–	–	0.05%	56
2021 Q2	$574K	Hold	32,597	–	–	0.05%	52
2021 Q1	$567K	Hold	32,597	–	–	0.06%	47
2020 Q4	$568K	Buy	32,597 +2,100	+7%	+$34.1K	0.08%	42
2020 Q3	$392K	Hold	30,497	–	–	0.08%	36
2020 Q2	$483K	Sell	30,497 -8,190	-21%	-$118K	0.12%	42
2020 Q1	$410K	Hold	38,687	–	–	0.13%	46
2019 Q4	$725K	Hold	38,687	–	–	0.09%	50
2019 Q3	$616K	Hold	38,687	–	–	0.09%	47
2019 Q2	$606K	Buy	38,687 +7,556	+24%	+$127K	0.08%	48
2019 Q1	$534K	Hold	31,131	–	–	0.07%	53
2018 Q4	$488K	Sell	31,131 -980	-3%	-$17.1K	0.09%	52
2018 Q3	$622K	Sell	32,111 -23,428	-42%	-$449K	0.05%	54
2018 Q2	$1.07M	Sell	55,539 -47,699	-46%	-$866K	0.11%	50
2018 Q1	$1.82M	Sell	103,238 -148,362	-59%	-$2.62M	0.21%	45
2017 Q4	$4.43M	Hold	251,600	–	–	0.31%	43
2017 Q3	$4.11M	Hold	251,600	–	–	0.33%	44
2017 Q2	$4.04M	Hold	251,600	–	–	0.29%	44
2017 Q1	$4.01M	Hold	251,600	–	–	0.4%	42
2016 Q4	$3.85M	Hold	251,600	–	–	0.45%	39
2016 Q3	$3M	Hold	251,600	–	–	0.44%	35
2016 Q2	$2.6M	Buy	251,600 +16,856	+7%	+$171K	0.53%	32
2016 Q1	$2.31M	Buy	234,744 +29,535	+14%	+$291K	0.44%	36
2015 Q4	$2.18M	Buy	205,209 +8,610	+4%	+$88.8K	0.4%	34
2015 Q3	$1.92M	Buy	196,599 +2,104	+1%	+$21.3K	0.4%	36
2015 Q2	$1.96M	Hold	194,495	–	–	0.33%	39
2015 Q1	$1.95M	Buy	194,495 +18,743	+11%	+$180K	0.31%	40
2014 Q4	$1.57M	Buy	+175,752	New	+$1.54M	0.26%	44

Other funds holding SBFG

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gendell Jeffrey L's SBFG Position: Q1 2026 in Review

Gendell Jeffrey L held its SB Financial Group (SBFG) position steady in Q1 2026 at 46,286 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #95.

Gendell Jeffrey L first reported a position in SBFG in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.43M in Q4 2017. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

Gendell Jeffrey L held 46,286 shares of SB Financial Group worth $972K as of Q1 2026.
Gendell Jeffrey L left its SB Financial Group share count unchanged in Q1 2026.
SB Financial Group made up 0.01% of Gendell Jeffrey L's portfolio in Q1 2026, its #95 holding.
Gendell Jeffrey L first reported a position in SB Financial Group in Q4 2014 and has held it in 46 quarters since.
Gendell Jeffrey L's SB Financial Group position peaked at $4.43M in Q4 2017.
77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Gendell Jeffrey L's 13F filing for Q1 2026, filed 15 May 2026.