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Valmark Advisers’s SB Financial Group SBFG Stock Holding History

Valmark Advisers’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 		$583K Buy
23,083
+166
+0.7% +$3.68K 0.01% 473
2026
Q1 		$481K Buy
22,917
+166
+0.7% +$3.52K 0.01% 474
2025
Q4 		$507K Hold
22,751
– – 0.01% 442
2025
Q3 		$439K Buy
+22,751
New +$463K 0.01% 460

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
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
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

Valmark Advisers's SBFG Position: Q2 2026 in Review

Valmark Advisers increased its SB Financial Group (SBFG) stake by 0.72% in Q2 2026, buying an estimated $3.68K and bringing the position to 23,083 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #473.

Valmark Advisers first reported a position in SBFG in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Valmark Advisers held 23,083 shares of SB Financial Group worth $583K as of Q2 2026.
  • Valmark Advisers bought 166 SB Financial Group shares in Q2 2026, an estimated $3.68K.
  • SB Financial Group made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #473 holding.
  • Valmark Advisers first reported a position in SB Financial Group in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.