Legal & General Group
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Legal & General Group’s SB Financial Group SBFG Stock Holding History

Legal & General Group’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 		$11.3K Hold
536
– – ﹤0.01% 3151
2025
Q4 		$11.9K Hold
536
– – ﹤0.01% 3203
2025
Q3 		$10.3K Hold
536
– – ﹤0.01% 3278
2025
Q2 		$10.2K Buy
+536
New +$10.1K ﹤0.01% 3284
2021
Q2 		– Sell
-658
Closed -$11K – 3628
2021
Q1 		$11K Hold
658
– – ﹤0.01% 3355
2020
Q4 		$11K Hold
658
– – ﹤0.01% 3313
2020
Q3 		$8K Sell
658
-286
-30% -$3.79K ﹤0.01% 3315
2020
Q2 		$15K Buy
+944
New +$13.6K ﹤0.01% 3189

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 $6.73T AUM 46.02% 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

Legal & General Group's SBFG Position: Q1 2026 in Review

Legal & General Group held its SB Financial Group (SBFG) position steady in Q1 2026 at 536 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Legal & General Group first reported a position in SBFG in Q2 2020 and has held it in 8 quarters since. The position peaked at $15K in Q2 2020. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Legal & General Group held 536 shares of SB Financial Group worth $11.3K as of Q1 2026.
  • Legal & General Group left its SB Financial Group share count unchanged in Q1 2026.
  • SB Financial Group made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #3151 holding.
  • Legal & General Group first reported a position in SB Financial Group in Q2 2020 and has held it in 8 quarters since.
  • Legal & General Group's SB Financial Group position peaked at $15K in Q2 2020.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.