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Rothschild Investment LLC’s SB Financial Group SBFG Stock Holding History

Rothschild Investment LLC’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
Q2 		$303 Buy
12
+5
+71% +$111 ﹤0.01% 3369
2026
Q1 		$147 Buy
7
+3
+75% +$64 ﹤0.01% 3352
2025
Q4 		$89 Buy
+4
New +$83 ﹤0.01% 3217

Other funds holding SBFG

THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rothschild Investment LLC's SBFG Position: Q2 2026 in Review

Rothschild Investment LLC increased its SB Financial Group (SBFG) stake by 71% in Q2 2026, buying an estimated $111 and bringing the position to 12 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

Rothschild Investment LLC first reported a position in SBFG in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Rothschild Investment LLC held 12 shares of SB Financial Group worth $303 as of Q2 2026.
  • Rothschild Investment LLC bought 5 SB Financial Group shares in Q2 2026, an estimated $111.
  • SB Financial Group made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3369 holding.
  • Rothschild Investment LLC first reported a position in SB Financial Group in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.