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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
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 $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers's SBFG Position: Q1 2026 in Review

Valmark Advisers increased its SB Financial Group (SBFG) stake by 0.73% in Q1 2026, buying an estimated $3.52K and bringing the position to 22,917 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #474.

Valmark Advisers first reported a position in SBFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $507K in Q4 2025. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Valmark Advisers held 22,917 shares of SB Financial Group worth $481K as of Q1 2026.
  • Valmark Advisers bought 166 SB Financial Group shares in Q1 2026, an estimated $3.52K.
  • SB Financial Group made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #474 holding.
  • Valmark Advisers first reported a position in SB Financial Group in Q3 2025 and has held it in 3 quarters since.
  • Valmark Advisers's SB Financial Group position peaked at $507K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.