Whittier Trust’s SB Financial Group SBFG Stock Holding History

Whittier Trust’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	–	Sell	-20	Closed	-$384	–	1417
2025 Q3	$384	Buy	+20	New	+$407	﹤0.01%	1360

Other funds holding SBFG

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SVBP

Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Petiole USA New York $143M AUM 19.66% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

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

Whittier Trust's SBFG Position: Q4 2025 in Review

Whittier Trust sold out of SB Financial Group (SBFG) in Q4 2025, closing a stake of 20 shares — an estimated $384 sold.

Whittier Trust first reported a position in SBFG in Q3 2025 and held it in 1 quarter. The position peaked at $384 in Q3 2025. 72 funds tracked by Wall St. Rank hold SBFG as of Q4 2025.

Whittier Trust reported no remaining SB Financial Group position as of Q4 2025 after selling out during the quarter.
Whittier Trust sold 20 SB Financial Group shares in Q4 2025, an estimated $384.
Whittier Trust first reported a position in SB Financial Group in Q3 2025 and held it in 1 quarter.
Whittier Trust's SB Financial Group position peaked at $384 in Q3 2025.
72 funds tracked by Wall St. Rank held SB Financial Group as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.