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SB Financial Group

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: 7277 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$481K +$3.52K +166 +0.7%
Bank of America
27
Bank of America
North Carolina
$412K +$40.5K +1,908 +11%
PCM
28
Princeton Capital Management
New Jersey
$387K +$84.8K +4,000 +28%
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$366K -$72.6K -3,424 -16%
Charles Schwab
30
Charles Schwab
California
$349K
Acadian Asset Management
31
Acadian Asset Management
Massachusetts
$331K +$86K +4,056 +34%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$316K -$26.7K -1,258 -8%
AllianceBernstein
33
AllianceBernstein
Tennessee
$315K +$300K +14,126 New
Citadel Advisors
34
Citadel Advisors
Florida
$308K -$6.13K -289 -2%
AQR Capital Management
35
AQR Capital Management
Connecticut
$271K -$8.12K -383 -3%
GC
36
Globeflex Capital
California
$149K +$150K +7,085 New
SO
37
STRS Ohio
Ohio
$147K
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$135K -$445 -21 -0.3%
Wells Fargo
39
Wells Fargo
California
$99K -$94.1K -4,436 -48%
LSV Asset Management
40
LSV Asset Management
Illinois
$99K -$33.9K -1,600 -25%
SIC
41
SJS Investment Consulting
Ohio
$79.7K
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$69.3K
Jones Financial Companies
43
Jones Financial Companies
Missouri
$61.5K
VGA
44
Vanguard Global Advisers
Pennsylvania
$59.4K +$60K +2,829 New
Mirae Asset Global ETFs Holdings
45
Mirae Asset Global ETFs Holdings
Hong Kong
$58.7K +$1.44K +68 +2%
Deutsche Bank
46
Deutsche Bank
Germany
$56.9K -$30.4K -1,432 -35%
FFA
47
Farther Finance Advisors
California
$51.2K +$49.4K +2,329 +1,676%
JP Morgan Chase
48
JP Morgan Chase
New York
$50.9K -$21.9K -1,035 -30%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$36.3K -$1.99K -94 -5%
PFSRSONJ
50
Police & Firemen's Retirement System of New Jersey
New Jersey
$32.2K

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.