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Root Financial Partners’s SB Financial Group SBFG Stock Holding History

Root Financial Partners’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 		$21 Buy
+1
New +$21 ﹤0.01% 3435

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

Root Financial Partners's SBFG Position: Q1 2026 in Review

Root Financial Partners opened a new position in SB Financial Group (SBFG) in Q1 2026: 1 share worth $21. The stake represents ﹤0.01% of the portfolio and ranks #3435 among its holdings.

77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Root Financial Partners held 1 share of SB Financial Group worth $21 as of Q1 2026.
  • SB Financial Group was a new Root Financial Partners position in Q1 2026.
  • SB Financial Group made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3435 holding.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.