MCM
SBFG icon

MAI Capital Management’s SB Financial Group SBFG Stock Holding History

MAI Capital 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
Q2 		– Sell
-12
Closed -$252 – 4225
2026
Q1 		$252 Buy
12
+10
+500% +$212 ﹤0.01% 4568
2025
Q4 		$45 Buy
+2
New +$41 ﹤0.01% 4250

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SVBP
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
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

MAI Capital Management's SBFG Position: Q2 2026 in Review

MAI Capital Management sold out of SB Financial Group (SBFG) in Q2 2026, closing a stake of 12 shares — an estimated $252 sold.

MAI Capital Management first reported a position in SBFG in Q4 2025 and held it in 2 quarters. The position peaked at $252 in Q1 2026. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • MAI Capital Management reported no remaining SB Financial Group position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 12 SB Financial Group shares in Q2 2026, an estimated $252.
  • MAI Capital Management first reported a position in SB Financial Group in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's SB Financial Group position peaked at $252 in Q1 2026.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.