Geode Capital Management’s SB Financial Group SBFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.92M | Sell |
139,078
-5,959
| -4% | -$126K | ﹤0.01% | 2985 |
|
|
2025
Q4 | $3.23M | Buy |
145,037
+383
| +0.3% | +$7.93K | ﹤0.01% | 2978 |
|
|
2025
Q3 | $2.79M | Sell |
144,654
-4,132
| -3% | -$84K | ﹤0.01% | 3069 |
|
|
2025
Q2 | $2.84M | Buy |
148,786
+73,771
| +98% | +$1.4M | ﹤0.01% | 3016 |
|
|
2025
Q1 | $1.56M | Buy |
75,015
+3,266
| +5% | +$69.5K | ﹤0.01% | 3139 |
|
|
2024
Q4 | $1.5M | Buy |
71,749
+673
| +0.9% | +$13.8K | ﹤0.01% | 3227 |
|
|
2024
Q3 | $1.46M | Buy |
71,076
+2,416
| +4% | +$39.6K | ﹤0.01% | 3222 |
|
|
2024
Q2 | $961K | Buy |
68,660
+830
| +1% | +$11.4K | ﹤0.01% | 3320 |
|
|
2024
Q1 | $935K | Hold |
67,830
| – | – | ﹤0.01% | 3387 |
|
|
2023
Q4 | $1.03M | Buy |
67,830
+4,582
| +7% | +$63K | ﹤0.01% | 3342 |
|
|
2023
Q3 | $868K | Buy |
63,248
+829
| +1% | +$11.6K | ﹤0.01% | 3385 |
|
|
2023
Q2 | $790K | Hold |
62,419
| – | – | ﹤0.01% | 3446 |
|
|
2023
Q1 | $882K | Buy |
62,419
+1,320
| +2% | +$21K | ﹤0.01% | 3403 |
|
|
2022
Q4 | $1.02M | Sell |
61,099
-139
| -0.2% | -$2.33K | ﹤0.01% | 3325 |
|
|
2022
Q3 | $1.03M | Buy |
61,238
+6,089
| +11% | +$105K | ﹤0.01% | 3368 |
|
|
2022
Q2 | $951K | Buy |
55,149
+976
| +2% | +$17.8K | ﹤0.01% | 3449 |
|
|
2022
Q1 | $1.08M | Buy |
54,173
+901
| +2% | +$17.5K | ﹤0.01% | 3585 |
|
|
2021
Q4 | $987K | Hold |
53,272
| – | – | ﹤0.01% | 3731 |
|
|
2021
Q3 | $918K | Buy |
53,272
+3,746
| +8% | +$65.1K | ﹤0.01% | 3727 |
|
|
2021
Q2 | $872K | Sell |
49,526
-47,398
| -49% | -$837K | ﹤0.01% | 3677 |
|
|
2021
Q1 | $1.69M | Buy |
96,924
+2,681
| +3% | +$47.1K | ﹤0.01% | 3339 |
|
|
2020
Q4 | $1.64M | Buy |
94,243
+3,305
| +4% | +$53.6K | ﹤0.01% | 3188 |
|
|
2020
Q3 | $1.17M | Buy |
90,938
+3,587
| +4% | +$47.5K | ﹤0.01% | 3149 |
|
|
2020
Q2 | $1.38M | Buy |
87,351
+48,793
| +127% | +$702K | ﹤0.01% | 3030 |
|
|
2020
Q1 | $408K | Buy |
38,558
+23,607
| +158% | +$391K | ﹤0.01% | 3334 |
|
|
2019
Q4 | $280K | Buy |
14,951
+498
| +3% | +$8.42K | ﹤0.01% | 3698 |
|
|
2019
Q3 | $230K | Buy |
14,453
+1,343
| +10% | +$20.9K | ﹤0.01% | 3721 |
|
|
2019
Q2 | $205K | Buy |
13,110
+633
| +5% | +$10.6K | ﹤0.01% | 3785 |
|
|
2019
Q1 | $214K | Buy |
12,477
+304
| +2% | +$5.29K | ﹤0.01% | 3719 |
|
|
2018
Q4 | $190K | Hold |
12,173
| – | – | ﹤0.01% | 3697 |
|
|
2018
Q3 | $235K | Hold |
12,173
| – | – | ﹤0.01% | 3720 |
|
|
2018
Q2 | $235K | Hold |
12,173
| – | – | ﹤0.01% | 3675 |
|
|
2018
Q1 | $213K | Buy |
+12,173
| New | +$215K | ﹤0.01% | 3672 |
|
Other funds holding SBFG
CCM
VCM
SVBP
PU
PH
BCM
Geode Capital Management's SBFG Position: Q1 2026 in Review
Geode Capital Management reduced its SB Financial Group (SBFG) stake by 4.1% in Q1 2026, selling an estimated $126K and leaving 139,078 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #2985.
Geode Capital Management first reported a position in SBFG in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.23M in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.
- Geode Capital Management held 139,078 shares of SB Financial Group worth $2.92M as of Q1 2026.
- Geode Capital Management sold 5,959 SB Financial Group shares in Q1 2026, an estimated $126K.
- SB Financial Group made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2985 holding.
- Geode Capital Management first reported a position in SB Financial Group in Q1 2018 and has held it in 33 quarters since.
- Geode Capital Management's SB Financial Group position peaked at $3.23M in Q4 2025.
- 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.
Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.