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Pinnacle Holdings’s SB Financial Group SBFG Stock Holding History

Pinnacle Holdings’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 		$3.3M Hold
156,910
– – 1.07% 26
2025
Q4 		$3.49M Buy
156,910
+1
+0% +$21 1.18% 15
2025
Q3 		$3.03M Hold
156,909
– – 1.06% 24
2025
Q2 		$3M Buy
156,909
+12
+0% +$227 1.08% 25
2025
Q1 		$3.27M Hold
156,897
– – 1.24% 19
2024
Q4 		$3.28M Sell
156,897
-315
-0.2% -$6.45K 1.24% 17
2024
Q3 		$3.23M Sell
157,212
-181
-0.1% -$2.97K 1.26% 19
2024
Q2 		$2.2M Sell
157,393
-312
-0.2% -$4.3K 0.9% 32
2024
Q1 		$2.17M Sell
157,705
-728
-0.5% -$10.7K 0.87% 34
2023
Q4 		$2.46M Sell
158,433
-5,495
-3% -$75.6K 1.01% 26
2023
Q3 		$2.21M Sell
163,928
-5,480
-3% -$76.4K 1.04% 23
2023
Q2 		$2.18M Hold
169,408
– – 0.97% 30
2023
Q1 		$2.39M Buy
169,408
+6,350
+4% +$101K 1.11% 22
2022
Q4 		$2.76M Sell
163,058
-1,684
-1% -$28.3K 1.24% 18
2022
Q3 		$2.78M Hold
164,742
– – 1.3% 17
2022
Q2 		$2.84M Hold
164,742
– – 1.3% 16
2022
Q1 		$3.28M Buy
164,742
+114
+0.1% +$2.21K 1.29% 20
2021
Q4 		$3.08M Sell
164,628
-229
-0.1% -$4.1K 1.3% 13
2021
Q3 		$2.85M Buy
164,857
+1
+0% +$17 1.25% 17
2021
Q2 		$2.9M Buy
164,856
+1
+0% +$18 1.34% 13
2021
Q1 		$2.87M Sell
164,855
-35
-0% -$614 1.33% 12
2020
Q4 		$2.87M Buy
164,890
+1
+0% +$16 1.51% 9
2020
Q3 		$2.12M Sell
164,889
-10,340
-6% -$137K 1.22% 17
2020
Q2 		$2.77M Sell
175,229
-970
-0.6% -$14K 1.32% 16
2020
Q1 		$1.87M Sell
176,199
-6,184
-3% -$103K 1.07% 29
2019
Q4 		$3.42M Sell
182,383
-1,353
-0.7% -$22.9K 1.28% 14
2019
Q3 		$2.92M Sell
183,736
-556
-0.3% -$8.65K 1.1% 23
2019
Q2 		$2.89M Sell
184,292
-3,390
-2% -$57K 1.07% 28
2019
Q1 		$3.22M Sell
187,682
-3,674
-2% -$64K 1.21% 20
2018
Q4 		$3M Sell
191,356
-1,873
-1% -$32.6K 1.24% 17
2018
Q3 		$3.74M Sell
193,229
-67
-0% -$1.28K 1.29% 18
2018
Q2 		$3.74M Sell
193,296
-20
-0% -$363 1.3% 16
2018
Q1 		$3.41M Buy
193,316
+977
+0.5% +$17.3K 1.28% 17
2017
Q4 		$3.39M Buy
192,339
+3,398
+2% +$56.5K 1.23% 18
2017
Q3 		$3.09M Buy
188,941
+10,942
+6% +$175K 1.14% 21
2017
Q2 		$2.86M Buy
177,999
+2,148
+1% +$35.2K 1.11% 23
2017
Q1 		$2.8M Sell
175,851
-5,664
-3% -$93.3K 1.08% 21
2016
Q4 		$2.77M Buy
181,515
+2,208
+1% +$29.5K 1.08% 21
2016
Q3 		$2.17M Sell
179,307
-276
-0.2% -$3.08K 0.85% 34
2016
Q2 		$1.86M Buy
179,583
+26,104
+17% +$265K 0.79% 45
2016
Q1 		$1.51M Buy
153,479
+7,622
+5% +$75.1K 0.72% 54
2015
Q4 		$1.55M Buy
145,857
+534
+0.4% +$5.51K 0.72% 46
2015
Q3 		$1.42M Buy
145,323
+2,425
+2% +$24.5K 0.61% 60
2015
Q2 		$1.44M Buy
142,898
+2,311
+2% +$24.1K 0.53% 63
2015
Q1 		$1.41M Sell
140,587
-1,043
-0.7% -$10K 0.51% 65
2014
Q4 		$1.27M Sell
141,630
-10,610
-7% -$92.7K 0.42% 75
2014
Q3 		$1.31M Sell
152,240
-1,879
-1% -$15.5K 0.34% 75
2014
Q2 		$1.23M Buy
154,119
+10,495
+7% +$82K 0.3% 75
2014
Q1 		$1.14M Buy
143,624
+6,069
+4% +$48.9K 0.32% 79
2013
Q4 		$1.03M Buy
137,555
+55,109
+67% +$420K 0.3% 79
2013
Q3 		$610K Buy
82,446
+23,257
+39% +$176K 0.19% 108
2013
Q2 		$430K Buy
+59,189
New +$468K 0.13% 116

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 $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
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
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

Pinnacle Holdings's SBFG Position: Q1 2026 in Review

Pinnacle Holdings held its SB Financial Group (SBFG) position steady in Q1 2026 at 156,910 shares worth $3.3M. The position accounts for 1.07% of the portfolio, ranked #26.

Pinnacle Holdings first reported a position in SBFG in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.74M in Q3 2018. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Pinnacle Holdings held 156,910 shares of SB Financial Group worth $3.3M as of Q1 2026.
  • Pinnacle Holdings left its SB Financial Group share count unchanged in Q1 2026.
  • SB Financial Group made up 1.07% of Pinnacle Holdings's portfolio in Q1 2026, its #26 holding.
  • Pinnacle Holdings first reported a position in SB Financial Group in Q2 2013 and has held it in 52 quarters since.
  • Pinnacle Holdings's SB Financial Group position peaked at $3.74M in Q3 2018.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Pinnacle Holdings's 13F filing for Q1 2026, filed 8 May 2026.