PL Capital Advisors’s SB Financial Group SBFG Stock Holding History

PL Capital Advisors’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	$836K	Buy	33,101 +3,101	+10%	+$68.8K	0.23%	23
2026 Q1	$630K	Buy	+30,000	New	+$636K	0.19%	24
2025 Q1	–	Sell	-28,159	Closed	-$589K	–	32
2024 Q4	$589K	Hold	28,159	–	–	0.2%	25
2024 Q3	$579K	Hold	28,159	–	–	0.21%	27
2024 Q2	$394K	Hold	28,159	–	–	0.16%	28
2024 Q1	$388K	Hold	28,159	–	–	0.15%	29
2023 Q4	$428K	Hold	28,159	–	–	0.15%	32
2023 Q3	$380K	Buy	28,159 +1,123	+4%	+$15.7K	0.15%	33
2023 Q2	$341K	Buy	27,036 +1,961	+8%	+$26.2K	0.14%	32
2023 Q1	$354K	Buy	+25,075	New	+$399K	0.12%	36
2016 Q1	–	Sell	-59,800	Closed	-$634K	–	39
2015 Q4	$634K	Buy	59,800 +8,734	+17%	+$90.1K	0.22%	36
2015 Q3	$499K	Buy	51,066 +12,114	+31%	+$122K	0.18%	36
2015 Q2	$393K	Hold	38,952	–	–	0.14%	37
2015 Q1	$391K	Buy	38,952 +2,881	+8%	+$27.7K	0.15%	37
2014 Q4	$323K	Hold	36,071	–	–	0.12%	40
2014 Q3	$311K	Hold	36,071	–	–	0.13%	41
2014 Q2	$288K	Buy	+36,071	New	+$282K	0.12%	46

Other funds holding SBFG

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

PL Capital Advisors's SBFG Position: Q2 2026 in Review

PL Capital Advisors increased its SB Financial Group (SBFG) stake by 10% in Q2 2026, buying an estimated $68.8K and bringing the position to 33,101 shares worth $836K. The position accounts for 0.23% of the portfolio, ranked #23.

PL Capital Advisors first reported a position in SBFG in Q2 2014 and has held it in 17 quarters since. 12 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

PL Capital Advisors held 33,101 shares of SB Financial Group worth $836K as of Q2 2026.
PL Capital Advisors bought 3,101 SB Financial Group shares in Q2 2026, an estimated $68.8K.
SB Financial Group made up 0.23% of PL Capital Advisors's portfolio in Q2 2026, its #23 holding.
PL Capital Advisors first reported a position in SB Financial Group in Q2 2014 and has held it in 17 quarters since.
12 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on PL Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.