Jim Simons
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Jim Simons’s SB Financial Group SBFG Stock Holding History

Jim Simons’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 		$1.01M Buy
39,846
+12,021
+43% +$267K ﹤0.01% 2306
2026
Q1 		$584K Buy
27,825
+400
+1% +$8.48K ﹤0.01% 2535
2025
Q4 		$611K Sell
27,425
-8,100
-23% -$168K ﹤0.01% 2497
2025
Q3 		$685K Buy
35,525
+13,392
+61% +$272K ﹤0.01% 2664
2025
Q2 		$423K Buy
+22,133
New +$419K ﹤0.01% 2923
2024
Q4 		– Sell
-13,525
Closed -$278K – 3868
2024
Q3 		$278K Sell
13,525
-1,700
-11% -$27.9K ﹤0.01% 3008
2024
Q2 		$213K Buy
15,225
+100
+0.7% +$1.38K ﹤0.01% 3023
2024
Q1 		$208K Sell
15,125
-118
-0.8% -$1.73K ﹤0.01% 3217
2023
Q4 		$234K Buy
+15,243
New +$210K ﹤0.01% 3079
2022
Q2 		– Sell
-23,625
Closed -$470K – 4523
2022
Q1 		$470K Buy
23,625
+41
+0.2% +$796 ﹤0.01% 3236
2021
Q4 		$442K Buy
23,584
+2,871
+14% +$51.4K ﹤0.01% 3135
2021
Q3 		$359K Sell
20,713
-17,297
-46% -$300K ﹤0.01% 3018
2021
Q2 		$670K Buy
38,010
+12,390
+48% +$219K ﹤0.01% 2842
2021
Q1 		$446K Buy
+25,620
New +$450K ﹤0.01% 2947
2020
Q1 		– Sell
-13,965
Closed -$262K – 3742
2019
Q4 		$262K Buy
13,965
+1,260
+10% +$21.3K ﹤0.01% 3101
2019
Q3 		$202K Sell
12,705
-106
-0.8% -$1.65K ﹤0.01% 3144
2019
Q2 		$201K Sell
12,811
-2,519
-16% -$42.3K ﹤0.01% 3303
2019
Q1 		$263K Sell
15,330
-9,030
-37% -$157K ﹤0.01% 3136
2018
Q4 		$382K Sell
24,360
-17,640
-42% -$307K ﹤0.01% 2949
2018
Q3 		$814K Sell
42,000
-7,875
-16% -$151K ﹤0.01% 2684
2018
Q2 		$965K Buy
49,875
+6,720
+16% +$122K ﹤0.01% 2611
2018
Q1 		$761K Buy
43,155
+17,850
+71% +$316K ﹤0.01% 2767
2017
Q4 		$446K Buy
25,305
+13,335
+111% +$222K ﹤0.01% 2914
2017
Q3 		$196K Buy
+11,970
New +$191K ﹤0.01% 3003

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Cutler Capital Management
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Strategic Value Bank Partners
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
Truffle Hound Capital
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Jim Simons's SBFG Position: Q2 2026 in Review

Jim Simons increased its SB Financial Group (SBFG) stake by 43% in Q2 2026, buying an estimated $267K and bringing the position to 39,846 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Jim Simons first reported a position in SBFG in Q3 2017 and has held it in 24 quarters since. 73 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Jim Simons held 39,846 shares of SB Financial Group worth $1.01M as of Q2 2026.
  • Jim Simons bought 12,021 SB Financial Group shares in Q2 2026, an estimated $267K.
  • SB Financial Group made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2306 holding.
  • Jim Simons first reported a position in SB Financial Group in Q3 2017 and has held it in 24 quarters since.
  • 73 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.