Princeton Capital Management’s SB Financial Group SBFG Stock Holding History

Princeton Capital Management’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	$465K	Hold	18,408	–	–	0.1%	87
2026 Q1	$387K	Buy	18,408 +4,000	+28%	+$84.8K	0.11%	91
2025 Q4	$321K	Buy	14,408 +3,000	+26%	+$62.1K	0.08%	101
2025 Q3	$220K	Hold	11,408	–	–	0.06%	132
2025 Q2	$218K	Buy	+11,408	New	+$216K	0.06%	120
2025 Q1	–	Sell	-10,408	Closed	-$218K	–	130
2024 Q4	$218K	Hold	10,408	–	–	0.07%	108
2024 Q3	$214K	Hold	10,408	–	–	0.07%	100
2024 Q2	$146K	Buy	+10,408	New	+$144K	0.05%	102

Other funds holding SBFG

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 Malvern, Pennsylvania $4.68T AUM

SVBP

Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Princeton Capital Management's SBFG Position: Q2 2026 in Review

Princeton Capital Management held its SB Financial Group (SBFG) position steady in Q2 2026 at 18,408 shares worth $465K. The position accounts for 0.1% of the portfolio, ranked #87.

Princeton Capital Management first reported a position in SBFG in Q2 2024 and has held it in 8 quarters since. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

Princeton Capital Management held 18,408 shares of SB Financial Group worth $465K as of Q2 2026.
Princeton Capital Management left its SB Financial Group share count unchanged in Q2 2026.
SB Financial Group made up 0.1% of Princeton Capital Management's portfolio in Q2 2026, its #87 holding.
Princeton Capital Management first reported a position in SB Financial Group in Q2 2024 and has held it in 8 quarters since.
74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.