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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
Q2 		$668K Sell
26,437
-142,381
-84% -$3.16M 0.48% 31
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 $128B AUM 35.83% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Petiole USA's SBFG Position: Q2 2026 in Review

Petiole USA reduced its SB Financial Group (SBFG) stake by 84% in Q2 2026, selling an estimated $3.16M and leaving 26,437 shares worth $668K. The position accounts for 0.48% of the portfolio, ranked #31.

Petiole USA first reported a position in SBFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.46M in Q3 2024. 73 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Petiole USA held 26,437 shares of SB Financial Group worth $668K as of Q2 2026.
  • Petiole USA sold 142,381 SB Financial Group shares in Q2 2026, an estimated $3.16M.
  • SB Financial Group made up 0.48% of Petiole USA's portfolio in Q2 2026, its #31 holding.
  • Petiole USA first reported a position in SB Financial Group in Q4 2021 and has held it in 19 quarters since.
  • Petiole USA's SB Financial Group position peaked at $5.46M in Q3 2024.
  • 73 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Petiole USA's 13F filing for Q2 2026, filed 13 Aug 2026.