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Petiole USA’s SB Financial Group SBFG Stock Holding History

Petiole USA’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 		$3.55M Hold
168,818
– – 2.48% 17
2025
Q4 		$3.76M Sell
168,818
-7,269
-4% -$150K 2.44% 15
2025
Q3 		$3.4M Hold
176,087
– – 2.35% 17
2025
Q2 		$3.36M Hold
176,087
– – 2.38% 17
2025
Q1 		$3.67M Sell
176,087
-10,000
-5% -$213K 2.59% 15
2024
Q4 		$3.89M Sell
186,087
-79,623
-30% -$1.63M 2.45% 16
2024
Q3 		$5.46M Hold
265,710
– – 3.57% 10
2024
Q2 		$3.72M Hold
265,710
– – 3.12% 13
2024
Q1 		$3.66M Hold
265,710
– – 2.86% 16
2023
Q4 		$4.12M Hold
265,710
– – 3.05% 13
2023
Q3 		$3.59M Hold
265,710
– – 3.28% 11
2023
Q2 		$3.42M Hold
265,710
– – 3.35% 11
2023
Q1 		$3.75M Hold
265,710
– – 3.14% 12
2022
Q4 		$4.5M Hold
265,710
– – 3.3% 11
2022
Q3 		$4.48M Hold
265,710
– – 3.33% 10
2022
Q2 		$4.59M Hold
265,710
– – 4.01% 6
2022
Q1 		$5.29M Sell
265,710
-1
-0% -$19 4.1% 6
2021
Q4 		$4.98M Buy
+265,711
New +$4.75M 3.58% 10

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
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Petiole USA's SBFG Position: Q1 2026 in Review

Petiole USA held its SB Financial Group (SBFG) position steady in Q1 2026 at 168,818 shares worth $3.55M. The position accounts for 2.48% of the portfolio, ranked #17.

Petiole USA first reported a position in SBFG in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.46M in Q3 2024. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Petiole USA held 168,818 shares of SB Financial Group worth $3.55M as of Q1 2026.
  • Petiole USA left its SB Financial Group share count unchanged in Q1 2026.
  • SB Financial Group made up 2.48% of Petiole USA's portfolio in Q1 2026, its #17 holding.
  • Petiole USA first reported a position in SB Financial Group in Q4 2021 and has held it in 18 quarters since.
  • Petiole USA's SB Financial Group position peaked at $5.46M in Q3 2024.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Petiole USA's 13F filing for Q1 2026, filed 14 May 2026.