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SBI Securities’s SB Financial Group SBFG Stock Holding History

SBI Securities’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 		$126 Hold
5
– – ﹤0.01% 3456
2026
Q1 		$105 Hold
5
– – ﹤0.01% 3393
2025
Q4 		$111 Hold
5
– – ﹤0.01% 3373
2025
Q3 		$96 Hold
5
– – ﹤0.01% 3529
2025
Q2 		$96 Hold
5
– – ﹤0.01% 3554
2025
Q1 		$104 Hold
5
– – ﹤0.01% 3429
2024
Q4 		$105 Buy
+5
New +$102 ﹤0.01% 3440

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $324M AUM 26.47% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

SBI Securities's SBFG Position: Q2 2026 in Review

SBI Securities held its SB Financial Group (SBFG) position steady in Q2 2026 at 5 shares worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #3456.

SBI Securities first reported a position in SBFG in Q4 2024 and has held it in 7 quarters since. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • SBI Securities held 5 shares of SB Financial Group worth $126 as of Q2 2026.
  • SBI Securities left its SB Financial Group share count unchanged in Q2 2026.
  • SB Financial Group made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #3456 holding.
  • SBI Securities first reported a position in SB Financial Group in Q4 2024 and has held it in 7 quarters since.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.