Millennium Management
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Millennium Management’s SB Financial Group SBFG Stock Holding History

Millennium 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
2025
Q4 		– Sell
-11,105
Closed -$214K – 6395
2025
Q3 		$214K Sell
11,105
-5,753
-34% -$117K ﹤0.01% 5512
2025
Q2 		$322K Sell
16,858
-30,779
-65% -$582K ﹤0.01% 5161
2025
Q1 		$992K Buy
+47,637
New +$1.01M ﹤0.01% 4350
2024
Q3 		– Sell
-10,584
Closed -$148K – 6428
2024
Q2 		$148K Sell
10,584
-2,610
-20% -$36K ﹤0.01% 5233
2024
Q1 		$182K Sell
13,194
-470
-3% -$6.9K ﹤0.01% 5408
2023
Q4 		$208K Sell
13,664
-28,186
-67% -$388K ﹤0.01% 5156
2023
Q3 		$574K Sell
41,850
-8,308
-17% -$116K ﹤0.01% 4576
2023
Q2 		$635K Sell
50,158
-9,375
-16% -$125K ﹤0.01% 4376
2023
Q1 		$841K Buy
59,533
+8,008
+16% +$127K ﹤0.01% 4252
2022
Q4 		$864K Sell
51,525
-10,980
-18% -$184K ﹤0.01% 4307
2022
Q3 		$1.05M Buy
62,505
+771
+1% +$13.3K ﹤0.01% 4293
2022
Q2 		$1.07M Sell
61,734
-2,897
-4% -$53K ﹤0.01% 4309
2022
Q1 		$1.29M Sell
64,631
-5,133
-7% -$99.7K ﹤0.01% 4297
2021
Q4 		$1.29M Sell
69,764
-2,829
-4% -$50.6K ﹤0.01% 4164
2021
Q3 		$1.25M Sell
72,593
-35,068
-33% -$609K ﹤0.01% 4439
2021
Q2 		$1.9M Buy
+107,661
New +$1.9M ﹤0.01% 4020
2020
Q2 		– Sell
-34,415
Closed -$364K – 4546
2020
Q1 		$364K Buy
+34,415
New +$571K ﹤0.01% 3054

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Millennium Management's SBFG Position: Q4 2025 in Review

Millennium Management sold out of SB Financial Group (SBFG) in Q4 2025, closing a stake of 11,105 shares — an estimated $214K sold.

Millennium Management first reported a position in SBFG in Q1 2020 and held it in 17 quarters. The position peaked at $1.9M in Q2 2021. 72 funds tracked by Wall St. Rank hold SBFG as of Q4 2025.

  • Millennium Management reported no remaining SB Financial Group position as of Q4 2025 after selling out during the quarter.
  • Millennium Management sold 11,105 SB Financial Group shares in Q4 2025, an estimated $214K.
  • Millennium Management first reported a position in SB Financial Group in Q1 2020 and held it in 17 quarters.
  • Millennium Management's SB Financial Group position peaked at $1.9M in Q2 2021.
  • 72 funds tracked by Wall St. Rank held SB Financial Group as of Q4 2025.

Based on Millennium Management's 13F filing for Q4 2025, filed 17 Feb 2026.