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Wealth Enhancement Trust Services’s SB Financial Group SBFG Stock Holding History

Wealth Enhancement Trust Services’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 		$51 Buy
+2
New +$44 ﹤0.01% 1456

Other funds holding SBFG

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 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
PCM
Princeton Capital Management Red Bank, New Jersey $443M AUM 46.78% 1-Year Est. Return

Wealth Enhancement Trust Services's SBFG Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in SB Financial Group (SBFG) in Q2 2026: 2 shares worth $51. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings.

35 funds tracked by Wall St. Rank hold SBFG as of Q2 2026.

  • Wealth Enhancement Trust Services held 2 shares of SB Financial Group worth $51 as of Q2 2026.
  • SB Financial Group was a new Wealth Enhancement Trust Services position in Q2 2026.
  • SB Financial Group made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1456 holding.
  • 35 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.