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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
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 $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

MAI Capital Management's SBFG Position: Q1 2026 in Review

MAI Capital Management increased its SB Financial Group (SBFG) stake by 500% in Q1 2026, buying an estimated $212 and bringing the position to 12 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #4568.

MAI Capital Management first reported a position in SBFG in Q4 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • MAI Capital Management held 12 shares of SB Financial Group worth $252 as of Q1 2026.
  • MAI Capital Management bought 10 SB Financial Group shares in Q1 2026, an estimated $212.
  • SB Financial Group made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4568 holding.
  • MAI Capital Management first reported a position in SB Financial Group in Q4 2025 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.