Morgan Stanley
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Morgan Stanley’s SB Financial Group SBFG Stock Holding History

Morgan Stanley’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 		$500K Sell
23,805
-1,835
-7% -$38.9K ﹤0.01% 5487
2025
Q4 		$571K Buy
25,640
+3,286
+15% +$68K ﹤0.01% 5441
2025
Q3 		$431K Buy
22,354
+7,280
+48% +$148K ﹤0.01% 5565
2025
Q2 		$288K Buy
15,074
+9,926
+193% +$188K ﹤0.01% 5703
2025
Q1 		$107K Buy
5,148
+2,495
+94% +$53.1K ﹤0.01% 5976
2024
Q4 		$55.5K Buy
2,653
+1,211
+84% +$24.8K ﹤0.01% 6255
2024
Q3 		$29.7K Buy
1,442
+1
+0.1% +$16 ﹤0.01% 6374
2024
Q2 		$20.2K Hold
1,441
– – ﹤0.01% 6455
2024
Q1 		$19.9K Sell
1,441
-1,441
-50% -$21.1K ﹤0.01% 6492
2023
Q4 		$43.8K Buy
2,882
+1,389
+93% +$19.1K ﹤0.01% 6423
2023
Q3 		$20.2K Buy
1,493
+597
+67% +$8.33K ﹤0.01% 6479
2023
Q2 		$11.3K Sell
896
-234
-21% -$3.12K ﹤0.01% 6775
2023
Q1 		$16K Hold
1,130
– – ﹤0.01% 6706
2022
Q4 		$19.2K Sell
1,130
-690
-38% -$11.6K ﹤0.01% 6708
2022
Q3 		$31K Sell
1,820
-494
-21% -$8.53K ﹤0.01% 6611
2022
Q2 		$40K Sell
2,314
-1,327
-36% -$24.3K ﹤0.01% 6707
2022
Q1 		$73K Sell
3,641
-3,830
-51% -$74.4K ﹤0.01% 6501
2021
Q4 		$140K Buy
7,471
+746
+11% +$13.3K ﹤0.01% 6254
2021
Q3 		$117K Sell
6,725
-868
-11% -$15.1K ﹤0.01% 6286
2021
Q2 		$134K Sell
7,593
-55
-0.7% -$971 ﹤0.01% 6209
2021
Q1 		$133K Sell
7,648
-6,372
-45% -$112K ﹤0.01% 5873
2020
Q4 		$244K Buy
14,020
+4,190
+43% +$68K ﹤0.01% 5491
2020
Q3 		$126K Sell
9,830
-1,517
-13% -$20.1K ﹤0.01% 5321
2020
Q2 		$180K Sell
11,347
-5,290
-32% -$76.2K ﹤0.01% 5124
2020
Q1 		$176K Buy
16,637
+8,371
+101% +$139K ﹤0.01% 4917
2019
Q4 		$155K Buy
8,266
+8,213
+15,496% +$139K ﹤0.01% 5503
2019
Q3 		$1K Sell
53
-42
-44% -$654 ﹤0.01% 6568
2019
Q2 		$1K Buy
95
+81
+579% +$1.36K ﹤0.01% 6568
2019
Q1 		$0 Sell
14
-1
-7% -$17 ﹤0.01% 6688
2018
Q4 		$0 Sell
15
-5,066
-100% -$88.2K ﹤0.01% 6711
2018
Q3 		$98K Sell
5,081
-174
-3% -$3.34K ﹤0.01% 5695
2018
Q2 		$101K Sell
5,255
-674
-11% -$12.2K ﹤0.01% 5741
2018
Q1 		$104K Buy
5,929
+784
+15% +$13.9K ﹤0.01% 5696
2017
Q4 		$90K Sell
5,145
-1,155
-18% -$19.2K ﹤0.01% 5668
2017
Q3 		$103K Sell
6,300
-1,365
-18% -$21.8K ﹤0.01% 5573
2017
Q2 		$123K Buy
7,665
+735
+11% +$12K ﹤0.01% 5556
2017
Q1 		$110K Sell
6,930
-2,625
-27% -$43.2K ﹤0.01% 5562
2016
Q4 		$146K Buy
9,555
+105
+1% +$1.4K ﹤0.01% 5454
2016
Q3 		$113K Hold
9,450
– – ﹤0.01% 5256
2016
Q2 		$98K Sell
9,450
-7
-0.1% -$71 ﹤0.01% 5249
2016
Q1 		$92K Buy
9,457
+1,048
+12% +$10.3K ﹤0.01% 5355
2015
Q4 		$89K Sell
8,409
-2,091
-20% -$21.6K ﹤0.01% 5469
2015
Q3 		$103K Sell
10,500
-9
-0.1% -$91 ﹤0.01% 5410
2015
Q2 		$106K Buy
10,509
+1
+0% +$10 ﹤0.01% 5552
2015
Q1 		$106K Hold
10,508
– – ﹤0.01% 5501
2014
Q4 		$94K Hold
10,508
– – ﹤0.01% 5573
2014
Q3 		$91K Hold
10,508
– – ﹤0.01% 5513
2014
Q2 		$84K Sell
10,508
-93
-0.9% -$726 ﹤0.01% 5572
2014
Q1 		$84K Sell
10,601
-397
-4% -$3.2K ﹤0.01% 5519
2013
Q4 		$83K Buy
10,998
+93
+0.9% +$708 ﹤0.01% 5406
2013
Q3 		$81K Sell
10,905
-2
-0% -$15 ﹤0.01% 5133
2013
Q2 		$79K Buy
+10,907
New +$86.2K ﹤0.01% 5128

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 $6.73T AUM 46.02% 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

Morgan Stanley's SBFG Position: Q1 2026 in Review

Morgan Stanley reduced its SB Financial Group (SBFG) stake by 7.2% in Q1 2026, selling an estimated $38.9K and leaving 23,805 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #5487.

Morgan Stanley first reported a position in SBFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $571K in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Morgan Stanley held 23,805 shares of SB Financial Group worth $500K as of Q1 2026.
  • Morgan Stanley sold 1,835 SB Financial Group shares in Q1 2026, an estimated $38.9K.
  • SB Financial Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5487 holding.
  • Morgan Stanley first reported a position in SB Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's SB Financial Group position peaked at $571K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.