JY
SBFG icon

Jeff Yass’s SB Financial Group SBFG Stock Holding History

Jeff Yass’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
2025
Q3 		– Sell
-38,486
Closed -$735K – 13697
2025
Q2 		$735K Sell
38,486
-49,041
-56% -$928K ﹤0.01% 8231
2025
Q1 		$1.82M Buy
87,527
+46,391
+113% +$987K ﹤0.01% 5731
2024
Q4 		$860K Buy
41,136
+28,076
+215% +$575K ﹤0.01% 7340
2024
Q3 		$269K Buy
+13,060
New +$214K ﹤0.01% 9825
2023
Q3 		– Sell
-16,098
Closed -$204K – 12848
2023
Q2 		$204K Sell
16,098
-4,364
-21% -$58.2K ﹤0.01% 10227
2023
Q1 		$289K Buy
+20,462
New +$325K ﹤0.01% 9806
2016
Q3 		– Sell
-15,074
Closed -$156K – 8956
2016
Q2 		$156K Buy
+15,074
New +$153K ﹤0.01% 7796

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PU
Petiole USA New York $139M AUM 34.86% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Jeff Yass's SBFG Position: Q3 2025 in Review

Jeff Yass sold out of SB Financial Group (SBFG) in Q3 2025, closing a stake of 38,486 shares — an estimated $735K sold.

Jeff Yass first reported a position in SBFG in Q2 2016 and held it in 7 quarters. The position peaked at $1.82M in Q1 2025. 74 funds tracked by Wall St. Rank hold SBFG as of Q3 2025.

  • Jeff Yass reported no remaining SB Financial Group position as of Q3 2025 after selling out during the quarter.
  • Jeff Yass sold 38,486 SB Financial Group shares in Q3 2025, an estimated $735K.
  • Jeff Yass first reported a position in SB Financial Group in Q2 2016 and held it in 7 quarters.
  • Jeff Yass's SB Financial Group position peaked at $1.82M in Q1 2025.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2025.

Based on Susquehanna International Group's 13F filing for Q3 2025, filed 14 Nov 2025.