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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
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)
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
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

Princeton Capital Management's SBFG Position: Q1 2026 in Review

Princeton Capital Management increased its SB Financial Group (SBFG) stake by 28% in Q1 2026, buying an estimated $84.8K and bringing the position to 18,408 shares worth $387K. The position accounts for 0.11% of the portfolio, ranked #91.

Princeton Capital Management first reported a position in SBFG in Q2 2024 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Princeton Capital Management held 18,408 shares of SB Financial Group worth $387K as of Q1 2026.
  • Princeton Capital Management bought 4,000 SB Financial Group shares in Q1 2026, an estimated $84.8K.
  • SB Financial Group made up 0.11% of Princeton Capital Management's portfolio in Q1 2026, its #91 holding.
  • Princeton Capital Management first reported a position in SB Financial Group in Q2 2024 and has held it in 7 quarters since.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.