Ritholtz Wealth Management
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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
Q3 		$528K Buy
+18,472
New +$510K 0.01% 850
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

Strategic Value Bank Partners
Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
PL Capital Advisors
PL Capital Advisors Naples, Florida $346M AUM 18.04% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Princeton Capital Management
Princeton Capital Management Red Bank, New Jersey $467M AUM 39.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Ritholtz Wealth Management's SBFG Position: Q3 2026 in Review

Ritholtz Wealth Management opened a new position in SB Financial Group (SBFG) in Q3 2026: 18,472 shares worth $528K. The stake represents 0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Ritholtz Wealth Management previously reported a position in SBFG as recently as Q4 2025.

Ritholtz Wealth Management first reported a position in SBFG in Q4 2024 and has held it in 6 quarters since. 32 funds tracked by Wall St. Rank hold SBFG as of Q3 2026.

  • Ritholtz Wealth Management held 18,472 shares of SB Financial Group worth $528K as of Q3 2026.
  • SB Financial Group was a new Ritholtz Wealth Management position in Q3 2026.
  • SB Financial Group made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #850 holding.
  • Ritholtz Wealth Management first reported a position in SB Financial Group in Q4 2024 and has held it in 6 quarters since.
  • 32 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.