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Venture Visionary Partners’s SB Financial Group SBFG Stock Holding History

Venture Visionary Partners’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 		$607K Buy
24,025
+57
+0.2% +$1.26K 0.02% 440
2026
Q1 		$503K Buy
23,968
+56
+0.2% +$1.19K 0.02% 429
2025
Q4 		$533K Buy
23,912
+55
+0.2% +$1.14K 0.02% 421
2025
Q3 		$460K Buy
23,857
+52
+0.2% +$1.06K 0.02% 435
2025
Q2 		$455K Buy
23,805
+59
+0.2% +$1.12K 0.02% 417
2025
Q1 		$494K Buy
23,746
+53
+0.2% +$1.13K 0.02% 388
2024
Q4 		$495K Buy
23,693
+49
+0.2% +$1K 0.02% 365
2024
Q3 		$486K Buy
23,644
+69
+0.3% +$1.13K 0.02% 378
2024
Q2 		$330K Buy
23,575
+71
+0.3% +$979 0.02% 446
2024
Q1 		$324K Buy
23,504
+67
+0.3% +$983 0.02% 444
2023
Q4 		$357K Buy
23,437
+70
+0.3% +$963 0.02% 409
2023
Q3 		$321K Buy
23,367
+60
+0.3% +$837 0.02% 404
2023
Q2 		$295K Buy
23,307
+65
+0.3% +$867 0.02% 426
2023
Q1 		$328K Buy
23,242
+51
+0.2% +$811 0.02% 398
2022
Q4 		$389K Buy
23,191
+52
+0.2% +$873 0.03% 355
2022
Q3 		$389K Buy
23,139
+47
+0.2% +$812 0.03% 335
2022
Q2 		$399K Buy
23,092
+45
+0.2% +$823 0.03% 335
2022
Q1 		$458K Buy
23,047
+38
+0.2% +$738 0.03% 335
2021
Q4 		$426K Hold
23,009
– – 0.03% 349
2021
Q3 		$396K Hold
23,009
– – 0.03% 355
2021
Q2 		$405K Sell
23,009
-2,310
-9% -$40.8K 0.03% 339
2021
Q1 		$440K Buy
+25,319
New +$444K 0.04% 315

Other funds holding SBFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Venture Visionary Partners's SBFG Position: Q2 2026 in Review

Venture Visionary Partners increased its SB Financial Group (SBFG) stake by 0.24% in Q2 2026, buying an estimated $1.26K and bringing the position to 24,025 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #440.

Venture Visionary Partners first reported a position in SBFG in Q1 2021 and has held it in 22 quarters since. 22 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Venture Visionary Partners held 24,025 shares of SB Financial Group worth $607K as of Q2 2026.
  • Venture Visionary Partners bought 57 SB Financial Group shares in Q2 2026, an estimated $1.26K.
  • SB Financial Group made up 0.02% of Venture Visionary Partners's portfolio in Q2 2026, its #440 holding.
  • Venture Visionary Partners first reported a position in SB Financial Group in Q1 2021 and has held it in 22 quarters since.
  • 22 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.