Northwestern Mutual Wealth Management’s SB Financial Group SBFG Stock Holding History

Northwestern Mutual Wealth 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	$5.52K	Hold	263	–	–	﹤0.01%	3277
2025 Q4	$5.86K	Hold	263	–	–	﹤0.01%	3174
2025 Q3	$5.07K	Hold	263	–	–	﹤0.01%	3141
2025 Q2	$5.02K	Hold	263	–	–	﹤0.01%	3021
2025 Q1	$5.48K	Hold	263	–	–	﹤0.01%	2922
2024 Q4	$5.5K	Hold	263	–	–	﹤0.01%	2923
2024 Q3	$5.41K	Hold	263	–	–	﹤0.01%	2870
2024 Q2	$3.68K	Hold	263	–	–	﹤0.01%	2953
2024 Q1	$3.62K	Hold	263	–	–	﹤0.01%	2928
2023 Q4	$4K	Hold	263	–	–	﹤0.01%	2925
2023 Q3	$3.55K	Hold	263	–	–	﹤0.01%	2833
2023 Q2	$3.32K	Hold	263	–	–	﹤0.01%	2887
2023 Q1	$3.72K	Hold	263	–	–	﹤0.01%	2828
2022 Q4	$4.46K	Hold	263	–	–	﹤0.01%	2754
2022 Q3	$4K	Hold	263	–	–	﹤0.01%	2753
2022 Q2	$5K	Buy	+263	New	+$4.81K	﹤0.01%	2725
2020 Q3	–	Sell	-5,746	Closed	-$91K	–	2655
2020 Q2	$91K	Hold	5,746	–	–	﹤0.01%	1244
2020 Q1	$61K	Hold	5,746	–	–	﹤0.01%	1306
2019 Q4	$108K	Buy	5,746 +3,121	+119%	+$52.8K	﹤0.01%	1179
2019 Q3	$42K	Hold	2,625	–	–	﹤0.01%	1480
2019 Q2	$41K	Hold	2,625	–	–	﹤0.01%	1467
2019 Q1	$45K	Hold	2,625	–	–	﹤0.01%	1394
2018 Q4	$41K	Hold	2,625	–	–	﹤0.01%	1327
2018 Q3	$51K	Hold	2,625	–	–	﹤0.01%	1317
2018 Q2	$51K	Buy	+2,625	New	+$47.6K	﹤0.01%	1236
2016 Q2	–	Sell	-12,598	Closed	-$124K	–	2228
2016 Q1	$124K	Buy	+12,598	New	+$124K	﹤0.01%	650

Other funds holding SBFG

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management's SBFG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management held its SB Financial Group (SBFG) position steady in Q1 2026 at 263 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3277.

Northwestern Mutual Wealth Management first reported a position in SBFG in Q1 2016 and has held it in 26 quarters since. The position peaked at $124K in Q1 2016. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

Northwestern Mutual Wealth Management held 263 shares of SB Financial Group worth $5.52K as of Q1 2026.
Northwestern Mutual Wealth Management left its SB Financial Group share count unchanged in Q1 2026.
SB Financial Group made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3277 holding.
Northwestern Mutual Wealth Management first reported a position in SB Financial Group in Q1 2016 and has held it in 26 quarters since.
Northwestern Mutual Wealth Management's SB Financial Group position peaked at $124K in Q1 2016.
77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.