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Ritholtz Wealth Management’s SB Financial Group SBFG Stock Holding History

Ritholtz Wealth 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 		– Sell
-9,375
Closed -$209K – 1266
2025
Q4 		$209K Sell
9,375
-10,056
-52% -$208K ﹤0.01% 1052
2025
Q3 		$375K Buy
19,431
+4,096
+27% +$83.3K 0.01% 765
2025
Q2 		$293K Buy
15,335
+23
+0.2% +$435 0.01% 799
2025
Q1 		$319K Sell
15,312
-4,204
-22% -$89.5K 0.01% 727
2024
Q4 		$408K Buy
+19,516
New +$399K 0.01% 617

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 $6.73T AUM 46.02% 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

Ritholtz Wealth Management's SBFG Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of SB Financial Group (SBFG) in Q1 2026, closing a stake of 9,375 shares — an estimated $209K sold.

Ritholtz Wealth Management first reported a position in SBFG in Q4 2024 and held it in 5 quarters. The position peaked at $408K in Q4 2024. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Ritholtz Wealth Management reported no remaining SB Financial Group position as of Q1 2026 after selling out during the quarter.
  • Ritholtz Wealth Management sold 9,375 SB Financial Group shares in Q1 2026, an estimated $209K.
  • Ritholtz Wealth Management first reported a position in SB Financial Group in Q4 2024 and held it in 5 quarters.
  • Ritholtz Wealth Management's SB Financial Group position peaked at $408K in Q4 2024.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.