RhumbLine Advisers
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RhumbLine Advisers’s SB Financial Group SBFG Stock Holding History

RhumbLine Advisers’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 		$135K Sell
6,420
-21
-0.3% -$445 ﹤0.01% 3283
2025
Q4 		$143K Sell
6,441
-1,856
-22% -$38.4K ﹤0.01% 3326
2025
Q3 		$160K Sell
8,297
-224
-3% -$4.55K ﹤0.01% 3338
2025
Q2 		$163K Buy
+8,521
New +$161K ﹤0.01% 3338

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

RhumbLine Advisers's SBFG Position: Q1 2026 in Review

RhumbLine Advisers reduced its SB Financial Group (SBFG) stake by 0.33% in Q1 2026, selling an estimated $445 and leaving 6,420 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #3283.

RhumbLine Advisers first reported a position in SBFG in Q2 2025 and has held it in 4 quarters since. The position peaked at $163K in Q2 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • RhumbLine Advisers held 6,420 shares of SB Financial Group worth $135K as of Q1 2026.
  • RhumbLine Advisers sold 21 SB Financial Group shares in Q1 2026, an estimated $445.
  • SB Financial Group made up ﹤0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #3283 holding.
  • RhumbLine Advisers first reported a position in SB Financial Group in Q2 2025 and has held it in 4 quarters since.
  • RhumbLine Advisers's SB Financial Group position peaked at $163K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.