SJS Investment Consulting’s SB Financial Group SBFG Stock Holding History

SJS Investment Consulting’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	$79.7K	Hold	3,794	–	–	0.01%	249
2025 Q4	$84.5K	Buy	3,794 +1	+0%	+$21	0.01%	230
2025 Q3	$73.2K	Hold	3,793	–	–	0.01%	216
2025 Q2	$72.4K	Hold	3,793	–	–	0.01%	153
2025 Q1	$79K	Hold	3,793	–	–	0.01%	155
2024 Q4	$79.3K	Hold	3,793	–	–	0.01%	154
2024 Q3	$78K	Hold	3,793	–	–	0.01%	156
2024 Q2	$53.1K	Hold	3,793	–	–	0.01%	174
2024 Q1	$52.3K	Hold	3,793	–	–	0.01%	180
2023 Q4	$57.8K	Sell	3,793 -5,000	-57%	-$68.8K	0.01%	159
2023 Q3	$121K	Hold	8,793	–	–	0.03%	97
2023 Q2	$111K	Hold	8,793	–	–	0.03%	99
2023 Q1	$124K	Hold	8,793	–	–	0.03%	96
2022 Q4	$147K	Sell	8,793 -1,753	-17%	-$29.4K	0.04%	91
2022 Q3	$178K	Buy	+10,546	New	+$182K	0.06%	85
2022 Q1	$210K	Sell	10,546 -1	-0%	-$19	0.06%	85
2021 Q4	$196K	Buy	+10,547	New	+$189K	0.06%	93

Other funds holding SBFG

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SJS Investment Consulting's SBFG Position: Q1 2026 in Review

SJS Investment Consulting held its SB Financial Group (SBFG) position steady in Q1 2026 at 3,794 shares worth $79.7K. The position accounts for 0.01% of the portfolio, ranked #249.

SJS Investment Consulting first reported a position in SBFG in Q4 2021 and has held it in 17 quarters since. The position peaked at $210K in Q1 2022. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

SJS Investment Consulting held 3,794 shares of SB Financial Group worth $79.7K as of Q1 2026.
SJS Investment Consulting left its SB Financial Group share count unchanged in Q1 2026.
SB Financial Group made up 0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #249 holding.
SJS Investment Consulting first reported a position in SB Financial Group in Q4 2021 and has held it in 17 quarters since.
SJS Investment Consulting's SB Financial Group position peaked at $210K in Q1 2022.
77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.