Raymond James Financial
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Raymond James Financial’s SB Financial Group SBFG Stock Holding History

Raymond James Financial’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
2025
Q3 		– Sell
-359
Closed -$6.86K – 6426
2025
Q2 		$6.86K Buy
+359
New +$6.79K ﹤0.01% 6064

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Raymond James Financial's SBFG Position: Q3 2025 in Review

Raymond James Financial sold out of SB Financial Group (SBFG) in Q3 2025, closing a stake of 359 shares — an estimated $6.86K sold.

Raymond James Financial first reported a position in SBFG in Q2 2025 and held it in 1 quarter. The position peaked at $6.86K in Q2 2025. 74 funds tracked by Wall St. Rank hold SBFG as of Q3 2025.

  • Raymond James Financial reported no remaining SB Financial Group position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 359 SB Financial Group shares in Q3 2025, an estimated $6.86K.
  • Raymond James Financial first reported a position in SB Financial Group in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's SB Financial Group position peaked at $6.86K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.