TFO Wealth Partners’s SB Financial Group SBFG Stock Holding History

TFO Wealth 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 Q3	$209K	Buy	+7,298	New	+$201K	0.03%	102

Other funds holding SBFG

Strategic Value Bank Partners Cleveland, Ohio $261M AUM 21.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Princeton Capital Management Red Bank, New Jersey $467M AUM 39.68% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

TFO Wealth Partners's SBFG Position: Q3 2026 in Review

TFO Wealth Partners opened a new position in SB Financial Group (SBFG) in Q3 2026: 7,298 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #102 among its holdings.

27 funds tracked by Wall St. Rank hold SBFG as of Q3 2026.

TFO Wealth Partners held 7,298 shares of SB Financial Group worth $209K as of Q3 2026.
SB Financial Group was a new TFO Wealth Partners position in Q3 2026.
SB Financial Group made up 0.03% of TFO Wealth Partners's portfolio in Q3 2026, its #102 holding.
27 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2026.

Based on TFO Wealth Partners's 13F filing for Q3 2026, filed 9 Nov 2026.