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 Q3	$143	Hold	5	–	–	﹤0.01%	3495
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

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

SBI Securities's SBFG Position: Q3 2026 in Review

SBI Securities held its SB Financial Group (SBFG) position steady in Q3 2026 at 5 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #3495.

SBI Securities first reported a position in SBFG in Q4 2024 and has held it in 8 quarters since. 8 funds tracked by Wall St. Rank hold SBFG as of Q3 2026.

SBI Securities held 5 shares of SB Financial Group worth $143 as of Q3 2026.
SBI Securities left its SB Financial Group share count unchanged in Q3 2026.
SB Financial Group made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #3495 holding.
SBI Securities first reported a position in SB Financial Group in Q4 2024 and has held it in 8 quarters since.
8 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.