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Susquehanna Fundamental Investments’s SB Financial Group SBFG Stock Holding History

Susquehanna Fundamental Investments’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
2024
Q1 		– Sell
-11,890
Closed -$181K – 691
2023
Q4 		$181K Sell
11,890
-4,500
-27% -$61.9K 0.18% 56
2023
Q3 		$225K Sell
16,390
-4,205
-20% -$58.7K 0.01% 322
2023
Q2 		$261K Sell
20,595
-4,605
-18% -$61.4K 0.01% 547
2023
Q1 		$356K Sell
25,200
-2,600
-9% -$41.3K 0.01% 755
2022
Q4 		$466K Hold
27,800
– – 0.01% 886
2022
Q3 		$468K Buy
+27,800
New +$480K 0.01% 1044
2022
Q1 		$600K Hold
30,135
– – 0.01% 1007
2021
Q4 		$559K Hold
30,135
– – 0.01% 872
2021
Q3 		$519K Hold
30,135
– – 0.01% 1186
2021
Q2 		$531K Buy
+30,135
New +$532K 0.01% 1136

Other funds holding SBFG

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Susquehanna Fundamental Investments's SBFG Position: Q1 2024 in Review

Susquehanna Fundamental Investments sold out of SB Financial Group (SBFG) in Q1 2024, closing a stake of 11,890 shares — an estimated $181K sold.

Susquehanna Fundamental Investments first reported a position in SBFG in Q2 2021 and held it in 10 quarters. The position peaked at $600K in Q1 2022. 36 funds tracked by Wall St. Rank hold SBFG as of Q1 2024.

  • Susquehanna Fundamental Investments reported no remaining SB Financial Group position as of Q1 2024 after selling out during the quarter.
  • Susquehanna Fundamental Investments sold 11,890 SB Financial Group shares in Q1 2024, an estimated $181K.
  • Susquehanna Fundamental Investments first reported a position in SB Financial Group in Q2 2021 and held it in 10 quarters.
  • Susquehanna Fundamental Investments's SB Financial Group position peaked at $600K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2024.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2024, filed 7 May 2024.