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Strategic Value Bank Partners’s SB Financial Group SBFG Stock Holding History

Strategic Value Bank Partners’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 		$6.16M Sell
243,628
-30,535
-11% -$677K 4.31% 7
2026
Q1 		$5.76M Hold
274,163
– – 3.09% 10
2025
Q4 		$6.11M Sell
274,163
-4,659
-2% -$96.4K 4.18% 9
2025
Q3 		$5.38M Sell
278,822
-73,993
-21% -$1.5M 3.83% 10
2025
Q2 		$6.74M Hold
352,815
– – 3.85% 11
2025
Q1 		$7.35M Hold
352,815
– – 4.7% 10
2024
Q4 		$7.38M Hold
352,815
– – 4.76% 9
2024
Q3 		$7.25M Hold
352,815
– – 4.45% 11
2024
Q2 		$4.94M Hold
352,815
– – 3.27% 16
2024
Q1 		$4.86M Hold
352,815
– – 3.18% 16
2023
Q4 		$5.36M Hold
352,815
– – 2.62% 19
2023
Q3 		$4.76M Hold
352,815
– – 2.89% 17
2023
Q2 		$4.45M Hold
352,815
– – 2.92% 18
2023
Q1 		$4.99M Buy
352,815
+24,211
+7% +$385K 2.92% 17
2022
Q4 		$5.57M Buy
328,604
+17,570
+6% +$295K 3.36% 13
2022
Q3 		$5.24M Buy
311,034
+172
+0.1% +$2.97K 3.49% 13
2022
Q2 		$5.37M Buy
310,862
+4,638
+2% +$84.8K 4.15% 11
2022
Q1 		$6.1M Buy
306,224
+143,678
+88% +$2.79M 4.19% 11
2021
Q4 		$3.04M Buy
+162,546
New +$2.91M 2.76% 12

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strategic Value Bank Partners's SBFG Position: Q2 2026 in Review

Strategic Value Bank Partners reduced its SB Financial Group (SBFG) stake by 11% in Q2 2026, selling an estimated $677K and leaving 243,628 shares worth $6.16M. The position accounts for 4.31% of the portfolio, ranked #7.

Strategic Value Bank Partners first reported a position in SBFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.38M in Q4 2024. 68 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Strategic Value Bank Partners held 243,628 shares of SB Financial Group worth $6.16M as of Q2 2026.
  • Strategic Value Bank Partners sold 30,535 SB Financial Group shares in Q2 2026, an estimated $677K.
  • SB Financial Group made up 4.31% of Strategic Value Bank Partners's portfolio in Q2 2026, its #7 holding.
  • Strategic Value Bank Partners first reported a position in SB Financial Group in Q4 2021 and has held it in 19 quarters since.
  • Strategic Value Bank Partners's SB Financial Group position peaked at $7.38M in Q4 2024.
  • 68 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Strategic Value Bank Partners's 13F filing for Q2 2026, filed 13 Aug 2026.