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 Q3	$200	Sell	7 -10	-59%	-$276	﹤0.01%	4869
2026 Q2	$430	Buy	17 +12	+240%	+$266	﹤0.01%	4713
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	+$9.6K	﹤0.01%	1792

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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

IFP Advisors's SBFG Position: Q3 2026 in Review

IFP Advisors reduced its SB Financial Group (SBFG) stake by 59% in Q3 2026, selling an estimated $276 and leaving 7 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #4869.

IFP Advisors first reported a position in SBFG in Q2 2020 and has held it in 22 quarters since. The position peaked at $13K in Q4 2021. 8 funds tracked by Wall St. Rank hold SBFG as of Q3 2026.

IFP Advisors held 7 shares of SB Financial Group worth $200 as of Q3 2026.
IFP Advisors sold 10 SB Financial Group shares in Q3 2026, an estimated $276.
SB Financial Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4869 holding.
IFP Advisors first reported a position in SB Financial Group in Q2 2020 and has held it in 22 quarters since.
IFP Advisors's SB Financial Group position peaked at $13K in Q4 2021.
8 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.