IFP Advisors’s SB Financial Group SBFG Stock Holding History

IFP 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 Q1	$105	Hold	5	–	–	﹤0.01%	4734
2025 Q4	$111	Sell	5 -3	-38%	-$62	﹤0.01%	4571
2025 Q3	$154	Sell	8 -3	-27%	-$61	﹤0.01%	4451
2025 Q2	$210	Hold	11	–	–	﹤0.01%	4620
2025 Q1	$229	Hold	11	–	–	﹤0.01%	3631
2024 Q4	$230	Hold	11	–	–	﹤0.01%	3663
2024 Q3	$226	Hold	11	–	–	﹤0.01%	3205
2024 Q2	$154	Hold	11	–	–	﹤0.01%	3152
2024 Q1	$152	Hold	11	–	–	﹤0.01%	3042
2023 Q4	$167	Hold	11	–	–	﹤0.01%	2948
2023 Q3	$148	Hold	11	–	–	﹤0.01%	3206
2023 Q2	$139	Hold	11	–	–	﹤0.01%	3335
2023 Q1	$207	Buy	+11	New	+$175	﹤0.01%	3271
2022 Q1	–	Sell	-684	Closed	-$13K	–	4586
2021 Q4	$13K	Buy	684 +5	+0.7%	+$89	﹤0.01%	2130
2021 Q3	$12K	Buy	679 +4	+0.6%	+$69	﹤0.01%	2211
2021 Q2	$12K	Buy	675 +4	+0.6%	+$71	﹤0.01%	2151
2021 Q1	$12K	Buy	671 +3	+0.4%	+$53	﹤0.01%	2069
2020 Q4	$12K	Buy	668 +4	+0.6%	+$65	﹤0.01%	2002
2020 Q3	$9K	Hold	664	–	–	﹤0.01%	1955
2020 Q2	$11K	Buy	+664	New	+$9.56K	﹤0.01%	1792

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

IFP Advisors's SBFG Position: Q1 2026 in Review

IFP Advisors held its SB Financial Group (SBFG) position steady in Q1 2026 at 5 shares worth $105. The position accounts for ﹤0.01% of the portfolio, ranked #4734.

IFP Advisors first reported a position in SBFG in Q2 2020 and has held it in 20 quarters since. The position peaked at $13K in Q4 2021. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

IFP Advisors held 5 shares of SB Financial Group worth $105 as of Q1 2026.
IFP Advisors left its SB Financial Group share count unchanged in Q1 2026.
SB Financial Group made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4734 holding.
IFP Advisors first reported a position in SB Financial Group in Q2 2020 and has held it in 20 quarters since.
IFP Advisors's SB Financial Group position peaked at $13K in Q4 2021.
77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.