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Money Concepts Capital’s SB Financial Group SBFG Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-361
Closed -$6.12K – 2455
2022
Q4 		$6.12K Buy
+361
New +$6.06K ﹤0.01% 2254
2022
Q2 		– Sell
-361
Closed -$7K – 2435
2022
Q1 		$7K Buy
+361
New +$7.01K ﹤0.01% 2088

Other funds holding SBFG

AllianceBernstein
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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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Money Concepts Capital's SBFG Position: Q1 2023 in Review

Money Concepts Capital sold out of SB Financial Group (SBFG) in Q1 2023, closing a stake of 361 shares — an estimated $6.12K sold.

Money Concepts Capital first reported a position in SBFG in Q1 2022 and held it in 2 quarters. The position peaked at $7K in Q1 2022. 41 funds tracked by Wall St. Rank hold SBFG as of Q1 2023.

  • Money Concepts Capital reported no remaining SB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 361 SB Financial Group shares in Q1 2023, an estimated $6.12K.
  • Money Concepts Capital first reported a position in SB Financial Group in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's SB Financial Group position peaked at $7K in Q1 2022.
  • 41 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.