Wells Fargo
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Wells Fargo’s SB Financial Group SBFG Stock Holding History

Wells Fargo’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
Q1 		$99K Sell
4,715
-4,436
-48% -$94.1K ﹤0.01% 5107
2025
Q4 		$204K Buy
9,151
+2,025
+28% +$41.9K ﹤0.01% 5056
2025
Q3 		$137K Buy
7,126
+367
+5% +$7.46K ﹤0.01% 5147
2025
Q2 		$129K Buy
6,759
+4,563
+208% +$86.3K ﹤0.01% 5044
2025
Q1 		$45.7K Hold
2,196
– – ﹤0.01% 5431
2024
Q4 		$45.9K Sell
2,196
-1
-0% -$20 ﹤0.01% 5515
2024
Q3 		$45.2K Buy
2,197
+1
+0% +$16 ﹤0.01% 5383
2024
Q2 		$30.7K Sell
2,196
-53
-2% -$731 ﹤0.01% 5458
2024
Q1 		$31K Buy
2,249
+2,197
+4,225% +$32.2K ﹤0.01% 5437
2023
Q4 		$803 Buy
52
+2
+4% +$28 ﹤0.01% 6280
2023
Q3 		$678 Hold
50
– – ﹤0.01% 6295
2023
Q2 		$632 Buy
50
+2
+4% +$27 ﹤0.01% 6436
2023
Q1 		$690 Sell
48
-705
-94% -$11.2K ﹤0.01% 6479
2022
Q4 		$12.8K Buy
753
+1
+0.1% +$17 ﹤0.01% 5451
2022
Q3 		$13K Sell
752
-2
-0.3% -$35 ﹤0.01% 5589
2022
Q2 		$13K Sell
754
-3,409
-82% -$62.3K ﹤0.01% 5651
2022
Q1 		$83K Hold
4,163
– – ﹤0.01% 5414
2021
Q4 		$78K Sell
4,163
-231
-5% -$4.13K ﹤0.01% 5757
2021
Q3 		$76K Sell
4,394
-5,254
-54% -$91.3K ﹤0.01% 5484
2021
Q2 		$170K Sell
9,648
-26,078
-73% -$460K ﹤0.01% 5093
2021
Q1 		$621K Buy
35,726
+7,162
+25% +$126K ﹤0.01% 4570
2020
Q4 		$497K Buy
28,564
+2,186
+8% +$35.5K ﹤0.01% 4523
2020
Q3 		$339K Buy
26,378
+4,980
+23% +$66K ﹤0.01% 4636
2020
Q2 		$339K Buy
21,398
+6,778
+46% +$97.6K ﹤0.01% 4596
2020
Q1 		$154K Buy
14,620
+96
+0.7% +$1.59K ﹤0.01% 4834
2019
Q4 		$272K Buy
14,524
+5,807
+67% +$98.2K ﹤0.01% 4783
2019
Q3 		$138K Buy
8,717
+863
+11% +$13.4K ﹤0.01% 5168
2019
Q2 		$123K Buy
7,854
+456
+6% +$7.67K ﹤0.01% 5216
2019
Q1 		$127K Buy
7,398
+302
+4% +$5.26K ﹤0.01% 5048
2018
Q4 		$111K Buy
7,096
+379
+6% +$6.6K ﹤0.01% 5235
2018
Q3 		$131K Buy
6,717
+9
+0.1% +$173 ﹤0.01% 5226
2018
Q2 		$130K Buy
6,708
+6,001
+849% +$109K ﹤0.01% 5251
2018
Q1 		$12K Buy
707
+1
+0.1% +$18 ﹤0.01% 5911
2017
Q4 		$12K Sell
706
-1
-0.1% -$17 ﹤0.01% 5890
2017
Q3 		$12K Hold
707
– – ﹤0.01% 5835
2017
Q2 		$11K Hold
707
– – ﹤0.01% 5761
2017
Q1 		$11K Hold
707
– – ﹤0.01% 5854
2016
Q4 		$11K Hold
707
– – ﹤0.01% 5779
2016
Q3 		$8K Buy
+707
New +$7.88K ﹤0.01% 5816
2016
Q2 		– Sell
-1
Closed -$10 – 6289
2016
Q1 		$0 Buy
+1
New +$10 ﹤0.01% 6387
2015
Q3 		– Sell
-1
Closed -$10 – 6408
2015
Q2 		$0 Hold
1
– – ﹤0.01% 6484
2015
Q1 		$0 Sell
1
-236
-100% -$2.27K ﹤0.01% 6327
2014
Q4 		$2K Sell
237
-651
-73% -$5.69K ﹤0.01% 6022
2014
Q3 		$8K Buy
+888
New +$7.34K ﹤0.01% 5678
2014
Q2 		– Sell
-1
Closed -$8 – 6254
2014
Q1 		$0 Hold
1
– – ﹤0.01% 6043
2013
Q4 		$0 Sell
1
-40,234
-100% -$306K ﹤0.01% 5894
2013
Q3 		$298K Hold
40,235
– – ﹤0.01% 4011
2013
Q2 		$292K Buy
+40,235
New +$318K ﹤0.01% 3953

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo's SBFG Position: Q1 2026 in Review

Wells Fargo reduced its SB Financial Group (SBFG) stake by 48% in Q1 2026, selling an estimated $94.1K and leaving 4,715 shares worth $99K. The position accounts for ﹤0.01% of the portfolio, ranked #5107.

Wells Fargo first reported a position in SBFG in Q2 2013 and has held it in 48 quarters since. The position peaked at $621K in Q1 2021. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • Wells Fargo held 4,715 shares of SB Financial Group worth $99K as of Q1 2026.
  • Wells Fargo sold 4,436 SB Financial Group shares in Q1 2026, an estimated $94.1K.
  • SB Financial Group made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5107 holding.
  • Wells Fargo first reported a position in SB Financial Group in Q2 2013 and has held it in 48 quarters since.
  • Wells Fargo's SB Financial Group position peaked at $621K in Q1 2021.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.