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

Vanguard Group’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
2025
Q4 		$8.26M Sell
370,763
-2,440
-0.7% -$50.5K ﹤0.01% 3060
2025
Q3 		$7.2M Sell
373,203
-2,668
-0.7% -$54.3K ﹤0.01% 3150
2025
Q2 		$7.18M Buy
375,871
+33,882
+10% +$641K ﹤0.01% 3072
2025
Q1 		$7.12M Hold
341,989
– – ﹤0.01% 3034
2024
Q4 		$7.15M Buy
341,989
+240,071
+236% +$4.91M ﹤0.01% 3122
2024
Q3 		$2.1M Hold
101,918
– – ﹤0.01% 3547
2024
Q2 		$1.43M Hold
101,918
– – ﹤0.01% 3672
2024
Q1 		$1.4M Hold
101,918
– – ﹤0.01% 3702
2023
Q4 		$1.55M Buy
101,918
+593
+0.6% +$8.16K ﹤0.01% 3690
2023
Q3 		$1.37M Hold
101,325
– – ﹤0.01% 3727
2023
Q2 		$1.28M Sell
101,325
-9,285
-8% -$124K ﹤0.01% 3823
2023
Q1 		$1.56M Sell
110,610
-197,077
-64% -$3.13M ﹤0.01% 3769
2022
Q4 		$5.22M Buy
307,687
+2,823
+0.9% +$47.4K ﹤0.01% 3286
2022
Q3 		$5.14M Hold
304,864
– – ﹤0.01% 3311
2022
Q2 		$5.26M Hold
304,864
– – ﹤0.01% 3357
2022
Q1 		$6.07M Sell
304,864
-1,233
-0.4% -$23.9K ﹤0.01% 3430
2021
Q4 		$5.73M Buy
306,097
+41,443
+16% +$742K ﹤0.01% 3528
2021
Q3 		$4.58M Buy
264,654
+6,772
+3% +$118K ﹤0.01% 3719
2021
Q2 		$4.54M Sell
257,882
-22,636
-8% -$400K ﹤0.01% 3654
2021
Q1 		$4.88M Buy
280,518
+3,197
+1% +$56.1K ﹤0.01% 3546
2020
Q4 		$4.83M Buy
277,321
+4,150
+2% +$67.3K ﹤0.01% 3376
2020
Q3 		$3.51M Sell
273,171
-119
-0% -$1.58K ﹤0.01% 3312
2020
Q2 		$4.33M Buy
273,290
+17,503
+7% +$252K ﹤0.01% 3162
2020
Q1 		$2.71M Buy
255,787
+17,797
+7% +$295K ﹤0.01% 3218
2019
Q4 		$4.46M Hold
237,990
– – ﹤0.01% 3206
2019
Q3 		$3.79M Hold
237,990
– – ﹤0.01% 3239
2019
Q2 		$3.73M Buy
237,990
+3,434
+1% +$57.7K ﹤0.01% 3267
2019
Q1 		$4.03M Buy
234,556
+105
+0% +$1.83K ﹤0.01% 3212
2018
Q4 		$3.67M Hold
234,451
– – ﹤0.01% 3194
2018
Q3 		$4.54M Hold
234,451
– – ﹤0.01% 3272
2018
Q2 		$4.54M Sell
234,451
-869
-0.4% -$15.8K ﹤0.01% 3241
2018
Q1 		$4.12M Buy
235,320
+128,897
+121% +$2.28M ﹤0.01% 3224
2017
Q4 		$1.87M Buy
106,423
+10,371
+11% +$172K ﹤0.01% 3446
2017
Q3 		$1.57M Buy
96,052
+4,466
+5% +$71.4K ﹤0.01% 3474
2017
Q2 		$1.48M Buy
91,586
+420
+0.5% +$6.87K ﹤0.01% 3471
2017
Q1 		$1.46M Buy
91,166
+2,971
+3% +$48.9K ﹤0.01% 3474
2016
Q4 		$1.35M Buy
88,195
+54,995
+166% +$735K ﹤0.01% 3486
2016
Q3 		$402K Hold
33,200
– – ﹤0.01% 3796
2016
Q2 		$343K Hold
33,200
– – ﹤0.01% 3856
2016
Q1 		$326K Hold
33,200
– – ﹤0.01% 3873
2015
Q4 		$352K Hold
33,200
– – ﹤0.01% 3903
2015
Q3 		$325K Sell
33,200
-35,650
-52% -$360K ﹤0.01% 3947
2015
Q2 		$694K Hold
68,850
– – ﹤0.01% 3768
2015
Q1 		$692K Buy
68,850
+525
+0.8% +$5.05K ﹤0.01% 3734
2014
Q4 		$609K Hold
68,325
– – ﹤0.01% 3671
2014
Q3 		$589K Hold
68,325
– – ﹤0.01% 3673
2014
Q2 		$545K Buy
68,325
+1,155
+2% +$9.02K ﹤0.01% 3658
2014
Q1 		$534K Buy
67,170
+139
+0.2% +$1.12K ﹤0.01% 3636
2013
Q4 		$503K Buy
67,031
+840
+1% +$6.4K ﹤0.01% 3595
2013
Q3 		$497K Buy
66,191
+7,770
+13% +$58.8K ﹤0.01% 3550
2013
Q2 		$424K Buy
+58,421
New +$462K ﹤0.01% 3520

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group's SBFG Position: Q4 2025 in Review

Vanguard Group reduced its SB Financial Group (SBFG) stake by 0.65% in Q4 2025, selling an estimated $50.5K and leaving 370,763 shares worth $8.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3060.

Vanguard Group first reported a position in SBFG in Q2 2013 and has held it in 51 quarters since. 72 funds tracked by Wall St. Rank hold SBFG as of Q4 2025.

  • Vanguard Group held 370,763 shares of SB Financial Group worth $8.26M as of Q4 2025.
  • Vanguard Group sold 2,440 SB Financial Group shares in Q4 2025, an estimated $50.5K.
  • SB Financial Group made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #3060 holding.
  • Vanguard Group first reported a position in SB Financial Group in Q2 2013 and has held it in 51 quarters since.
  • 72 funds tracked by Wall St. Rank held SB Financial Group as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.