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

Vanguard Portfolio 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 		– Sell
-32,965
Closed -$692K – 3228
2026
Q1 		$692K Buy
+32,965
New +$699K ﹤0.01% 2892

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

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

Vanguard Portfolio Management sold out of SB Financial Group (SBFG) in Q2 2026, closing a stake of 32,965 shares — an estimated $692K sold.

Vanguard Portfolio Management first reported a position in SBFG in Q1 2026 and held it in 1 quarter. The position peaked at $692K in Q1 2026. 74 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Vanguard Portfolio Management reported no remaining SB Financial Group position as of Q2 2026 after selling out during the quarter.
  • Vanguard Portfolio Management sold 32,965 SB Financial Group shares in Q2 2026, an estimated $692K.
  • Vanguard Portfolio Management first reported a position in SB Financial Group in Q1 2026 and held it in 1 quarter.
  • Vanguard Portfolio Management's SB Financial Group position peaked at $692K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

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