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Integrated Wealth Concepts’s SB Financial Group SBFG Stock Holding History

Integrated Wealth Concepts’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
Q2 		$3.18K Buy
+126
New +$2.79K ﹤0.01% 5193

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Integrated Wealth Concepts's SBFG Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in SB Financial Group (SBFG) in Q2 2026: 126 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #5193 among its holdings.

74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Integrated Wealth Concepts held 126 shares of SB Financial Group worth $3.18K as of Q2 2026.
  • SB Financial Group was a new Integrated Wealth Concepts position in Q2 2026.
  • SB Financial Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5193 holding.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.