LSV Asset Management’s SB Financial Group SBFG Stock Holding History

LSV Asset Management’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	$99K	Sell	4,700 -1,600	-25%	-$33.9K	﹤0.01%	839
2025 Q4	$140K	Hold	6,300	–	–	﹤0.01%	814
2025 Q3	$122K	Hold	6,300	–	–	﹤0.01%	832
2025 Q2	$120K	Buy	+6,300	New	+$119K	﹤0.01%	774
2022 Q3	–	Sell	-3,465	Closed	-$60K	–	891
2022 Q2	$60K	Hold	3,465	–	–	﹤0.01%	861
2022 Q1	$69K	Hold	3,465	–	–	﹤0.01%	867
2021 Q4	$64K	Hold	3,465	–	–	﹤0.01%	886
2021 Q3	$59K	Hold	3,465	–	–	﹤0.01%	881
2021 Q2	$61K	Hold	3,465	–	–	﹤0.01%	889
2021 Q1	$60K	Hold	3,465	–	–	﹤0.01%	902
2020 Q4	$60K	Hold	3,465	–	–	﹤0.01%	912
2020 Q3	$44K	Hold	3,465	–	–	﹤0.01%	927
2020 Q2	$54K	Hold	3,465	–	–	﹤0.01%	953
2020 Q1	$36K	Sell	3,465 -3,255	-48%	-$54K	﹤0.01%	938
2019 Q4	$126K	Hold	6,720	–	–	﹤0.01%	900
2019 Q3	$106K	Hold	6,720	–	–	﹤0.01%	896
2019 Q2	$105K	Hold	6,720	–	–	﹤0.01%	904
2019 Q1	$115K	Hold	6,720	–	–	﹤0.01%	906
2018 Q4	$105K	Hold	6,720	–	–	﹤0.01%	933
2018 Q3	$130K	Hold	6,720	–	–	﹤0.01%	942
2018 Q2	$130K	Hold	6,720	–	–	﹤0.01%	916
2018 Q1	$117K	Hold	6,720	–	–	﹤0.01%	923
2017 Q4	$118K	Hold	6,720	–	–	﹤0.01%	934
2017 Q3	$109K	Hold	6,720	–	–	﹤0.01%	962
2017 Q2	$108K	Buy	6,720 +3,255	+94%	+$53.3K	﹤0.01%	969
2017 Q1	$55K	Buy	+3,465	New	+$57.1K	﹤0.01%	1009

Other funds holding SBFG

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LSV Asset Management's SBFG Position: Q1 2026 in Review

LSV Asset Management reduced its SB Financial Group (SBFG) stake by 25% in Q1 2026, selling an estimated $33.9K and leaving 4,700 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

LSV Asset Management first reported a position in SBFG in Q1 2017 and has held it in 26 quarters since. The position peaked at $140K in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

LSV Asset Management held 4,700 shares of SB Financial Group worth $99K as of Q1 2026.
LSV Asset Management sold 1,600 SB Financial Group shares in Q1 2026, an estimated $33.9K.
SB Financial Group made up ﹤0.01% of LSV Asset Management's portfolio in Q1 2026, its #839 holding.
LSV Asset Management first reported a position in SB Financial Group in Q1 2017 and has held it in 26 quarters since.
LSV Asset Management's SB Financial Group position peaked at $140K in Q4 2025.
77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on LSV Asset Management's 13F filing for Q1 2026, filed 11 May 2026.