Jones Financial Companies
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Jones Financial Companies’s SB Financial Group SBFG Stock Holding History

Jones Financial Companies’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 		$61.5K Hold
2,986
– – ﹤0.01% 2871
2025
Q4 		$66.5K Hold
2,986
– – ﹤0.01% 2404
2025
Q3 		$60.6K Hold
2,986
– – ﹤0.01% 2294
2025
Q2 		$54.9K Hold
2,986
– – ﹤0.01% 2192
2025
Q1 		$63.2K Hold
2,986
– – ﹤0.01% 1970
2024
Q4 		$62.4K Buy
+2,986
New +$61.1K ﹤0.01% 1794

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies's SBFG Position: Q1 2026 in Review

Jones Financial Companies held its SB Financial Group (SBFG) position steady in Q1 2026 at 2,986 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

Jones Financial Companies first reported a position in SBFG in Q4 2024 and has held it in 6 quarters since. The position peaked at $66.5K in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Jones Financial Companies held 2,986 shares of SB Financial Group worth $61.5K as of Q1 2026.
  • Jones Financial Companies left its SB Financial Group share count unchanged in Q1 2026.
  • SB Financial Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2871 holding.
  • Jones Financial Companies first reported a position in SB Financial Group in Q4 2024 and has held it in 6 quarters since.
  • Jones Financial Companies's SB Financial Group position peaked at $66.5K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.