True Wealth Design
SBFG icon

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
Q3 		$29 Sell
1
-8
-89% -$221 ﹤0.01% 2539
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

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

True Wealth Design's SBFG Position: Q3 2026 in Review

True Wealth Design reduced its SB Financial Group (SBFG) stake by 89% in Q3 2026, selling an estimated $221 and leaving 1 share worth $29. The position accounts for ﹤0.01% of the portfolio, ranked #2539.

True Wealth Design first reported a position in SBFG in Q3 2025 and has held it in 5 quarters since. The position peaked at $228 in Q2 2026. 8 funds tracked by Wall St. Rank hold SBFG as of Q3 2026.

  • True Wealth Design held 1 share of SB Financial Group worth $29 as of Q3 2026.
  • True Wealth Design sold 8 SB Financial Group shares in Q3 2026, an estimated $221.
  • SB Financial Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2539 holding.
  • True Wealth Design first reported a position in SB Financial Group in Q3 2025 and has held it in 5 quarters since.
  • True Wealth Design's SB Financial Group position peaked at $228 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held SB Financial Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.