Nuveen
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Nuveen’s SB Financial Group SBFG Stock Holding History

Nuveen’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
Q3 		$4.57K Buy
+187
New +$5.16K ﹤0.01% 4694
2021
Q2 		– Sell
-11,885
Closed -$207K – 3512
2021
Q1 		$207K Sell
11,885
-11,808
-50% -$207K ﹤0.01% 3226
2020
Q4 		$413K Buy
23,693
+11,808
+99% +$192K ﹤0.01% 3084
2020
Q3 		$153K Hold
11,885
– – ﹤0.01% 3187
2020
Q2 		$188K Buy
+11,885
New +$171K ﹤0.01% 3108

Other funds holding SBFG

Strategic Value Bank Partners
Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Princeton Capital Management
Princeton Capital Management Red Bank, New Jersey $467M AUM 39.68% 1-Year Est. Return

Nuveen's SBFG Position: Q3 2026 in Review

Nuveen opened a new position in SB Financial Group (SBFG) in Q3 2026: 187 shares worth $4.57K. The stake represents ﹤0.01% of the portfolio and ranks #4694 among its holdings. This is a return to the name: Nuveen previously reported a position in SBFG as recently as Q1 2021.

Nuveen first reported a position in SBFG in Q2 2020 and has held it in 5 quarters since. The position peaked at $413K in Q4 2020. 32 funds tracked by Wall St. Rank hold SBFG as of Q3 2026.

  • Nuveen held 187 shares of SB Financial Group worth $4.57K as of Q3 2026.
  • SB Financial Group was a new Nuveen position in Q3 2026.
  • SB Financial Group made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #4694 holding.
  • Nuveen first reported a position in SB Financial Group in Q2 2020 and has held it in 5 quarters since.
  • Nuveen's SB Financial Group position peaked at $413K in Q4 2020.
  • 32 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.