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Southside Capital’s SB Financial Group SBFG Stock Holding History

Southside Capital’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
2019
Q4 		$126K Buy
+7,526
New +$127K 0.03% 67
2019
Q2 		– Sell
-27,640
Closed -$474K – 76
2019
Q1 		$474K Hold
27,640
– – 0.19% 54
2018
Q4 		$480K Buy
+27,640
New +$481K 0.3% 45

Other funds holding SBFG

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

Southside Capital's SBFG Position: Q4 2019 in Review

Southside Capital opened a new position in SB Financial Group (SBFG) in Q4 2019: 7,526 shares worth $126K. The stake represents 0.03% of the portfolio and ranks #67 among its holdings. This is a return to the name: Southside Capital previously reported a position in SBFG as recently as Q1 2019.

Southside Capital first reported a position in SBFG in Q4 2018 and has held it in 3 quarters since. The position peaked at $480K in Q4 2018. 36 funds tracked by Wall St. Rank hold SBFG as of Q4 2019.

  • Southside Capital held 7,526 shares of SB Financial Group worth $126K as of Q4 2019.
  • SB Financial Group was a new Southside Capital position in Q4 2019.
  • SB Financial Group made up 0.03% of Southside Capital's portfolio in Q4 2019, its #67 holding.
  • Southside Capital first reported a position in SB Financial Group in Q4 2018 and has held it in 3 quarters since.
  • Southside Capital's SB Financial Group position peaked at $480K in Q4 2018.
  • 36 funds tracked by Wall St. Rank held SB Financial Group as of Q4 2019.

Based on Southside Capital's 13F filing for Q4 2019, filed 11 Feb 2020.