True Wealth Design’s SB Financial Group SBFG Stock Holding History

True Wealth Design’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	$228	Buy	9 +4	+80%	+$89	﹤0.01%	2418
2026 Q1	$105	Hold	5	–	–	﹤0.01%	2460
2025 Q4	$112	Sell	5 -2	-29%	-$41	﹤0.01%	2318
2025 Q3	$136	Buy	+7	New	+$142	﹤0.01%	2388

Other funds holding SBFG

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's SBFG Position: Q2 2026 in Review

True Wealth Design increased its SB Financial Group (SBFG) stake by 80% in Q2 2026, buying an estimated $89 and bringing the position to 9 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

True Wealth Design first reported a position in SBFG in Q3 2025 and has held it in 4 quarters since. 3 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

True Wealth Design held 9 shares of SB Financial Group worth $228 as of Q2 2026.
True Wealth Design bought 4 SB Financial Group shares in Q2 2026, an estimated $89.
SB Financial Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2418 holding.
True Wealth Design first reported a position in SB Financial Group in Q3 2025 and has held it in 4 quarters since.
3 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.