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SB Financial Group
SBFG

77 hedge funds and large institutions have $71.5M invested in SB Financial Group in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more funds holding

Funds holding: 72 → 77 (+5)

1.1% more ownership

Funds ownership: 52.91% → 54.01% (+1.1%)

4% less capital invested

Capital invested by funds: $74.2M → $71.5M (-$2.7M)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
21
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$732K
2
PCA
PL Capital Advisors
Florida
+$636K
3
AllianceBernstein
AllianceBernstein
Tennessee
+$300K
4
BlackRock
BlackRock
New York
+$159K
5
GC
Globeflex Capital
California
+$150K

Top Sellers

Rank Fund Capital Flow
1
GCP
GSA Capital Partners
United Kingdom
-$261K
2
RWM
Ritholtz Wealth Management
New York
-$209K
3
Barclays
Barclays
United Kingdom
-$138K
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$126K
5
Wells Fargo
Wells Fargo
California
-$94.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
1
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.88M -$68.2K -3,216 -0.7%
BlackRock
2
BlackRock
New York
$8.29M +$159K +7,494 +2%
CCM
3
Cutler Capital Management
Massachusetts
$8.19M -$17.9K -845 -0.2%
VCM
4
Vanguard Capital Management
Pennsylvania
$6.25M +$6.31M +297,734 New
SVBP
5
Strategic Value Bank Partners
Ohio
$5.76M – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.15M +$120K +5,677 +3%
PU
7
Petiole USA
New York
$3.55M – – –
PH
8
Pinnacle Holdings
Oklahoma
$3.3M – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.92M -$126K -5,959 -4%
Goldman Sachs
10
Goldman Sachs
New York
$1.8M +$732K +34,528 +68%
BCM
11
Bridgeway Capital Management
Texas
$1.71M – – –
State Street
12
State Street
Massachusetts
$1.52M +$121K +5,721 +9%
Northern Trust
13
Northern Trust
Illinois
$1.04M +$61.7K +2,911 +6%
GJL
14
Gendell Jeffrey L
$972K – – –
EF
15
Empowered Funds
Pennsylvania
$966K – – –
VFT
16
Vanguard Fiduciary Trust
Pennsylvania
$788K +$795K +37,514 New
First Manhattan
17
First Manhattan
New York
$748K – – –
VPM
18
Vanguard Portfolio Management
Pennsylvania
$692K +$699K +32,965 New
HSBC Holdings
19
HSBC Holdings
United Kingdom
$672K +$125K +5,896 +23%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$651K – – –
PCA
21
PL Capital Advisors
Florida
$630K +$636K +30,000 New
Renaissance Technologies
22
Renaissance Technologies
New York
$584K +$8.48K +400 +1%
Barclays
23
Barclays
United Kingdom
$578K -$138K -6,516 -19%
VVP
24
Venture Visionary Partners
Ohio
$503K +$1.19K +56 +0.2%
Morgan Stanley
25
Morgan Stanley
New York
$500K -$38.9K -1,835 -7%
1
2 3 4

SBFG Hedge Fund Activity: Q1 2026 in Review

77 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in SB Financial Group (SBFG) for Q1 2026, worth a combined $71.5M — down 3.6% from $74.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SBFG positions and 5 closed out — a net gain of 6 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $732K. The largest seller was GSA Capital Partners, exiting entirely with an estimated $261K sold.

  • 77 institutional investors held SB Financial Group (SBFG) as of Q1 2026, up from 72 in Q4 2025.
  • Funds reported $71.5M of SB Financial Group stock for Q1 2026, down 3.6% quarter-over-quarter.
  • 11 funds opened new SB Financial Group positions in Q1 2026 and 5 closed out, a net change of +6 holders.
  • The largest SB Financial Group buyer in Q1 2026 was Goldman Sachs, an estimated $732K added.
  • The largest SB Financial Group seller in Q1 2026 was GSA Capital Partners, an estimated $261K sold.

Based on aggregated 13F filings for Q1 2026.