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Sterling Capital Management’s SB Financial Group SBFG Stock Holding History

Sterling Capital Management’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 		– Sell
-190
Closed -$3.99K – 3392
2026
Q1 		$3.99K Sell
190
-140
-42% -$2.97K ﹤0.01% 2817
2025
Q4 		$7.35K Sell
330
-80
-20% -$1.66K ﹤0.01% 2757
2025
Q3 		$7.91K Buy
410
+250
+156% +$5.08K ﹤0.01% 2615
2025
Q2 		$3.06K Buy
+160
New +$3.03K ﹤0.01% 2779

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

Sterling Capital Management's SBFG Position: Q2 2026 in Review

Sterling Capital Management sold out of SB Financial Group (SBFG) in Q2 2026, closing a stake of 190 shares — an estimated $3.99K sold.

Sterling Capital Management first reported a position in SBFG in Q2 2025 and held it in 4 quarters. The position peaked at $7.91K in Q3 2025. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Sterling Capital Management reported no remaining SB Financial Group position as of Q2 2026 after selling out during the quarter.
  • Sterling Capital Management sold 190 SB Financial Group shares in Q2 2026, an estimated $3.99K.
  • Sterling Capital Management first reported a position in SB Financial Group in Q2 2025 and held it in 4 quarters.
  • Sterling Capital Management's SB Financial Group position peaked at $7.91K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.