Vanguard Capital Management
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Vanguard Capital Management’s SB Financial Group SBFG Stock Holding History

Vanguard Capital Management’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 		$6.42M Sell
253,928
-43,806
-15% -$972K ﹤0.01% 3027
2026
Q1 		$6.25M Buy
+297,734
New +$6.31M ﹤0.01% 2966

Other funds holding SBFG

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Capital Management's SBFG Position: Q2 2026 in Review

Vanguard Capital Management reduced its SB Financial Group (SBFG) stake by 15% in Q2 2026, selling an estimated $972K and leaving 253,928 shares worth $6.42M. The position accounts for ﹤0.01% of the portfolio, ranked #3027.

Vanguard Capital Management first reported a position in SBFG in Q1 2026 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Vanguard Capital Management held 253,928 shares of SB Financial Group worth $6.42M as of Q2 2026.
  • Vanguard Capital Management sold 43,806 SB Financial Group shares in Q2 2026, an estimated $972K.
  • SB Financial Group made up ﹤0.01% of Vanguard Capital Management's portfolio in Q2 2026, its #3027 holding.
  • Vanguard Capital Management first reported a position in SB Financial Group in Q1 2026 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.