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SB Financial Group
SBFG

Overview Fund Activity

61 hedge funds and large institutions have $67.6M invested in SB Financial Group in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+17
Holders Change %
+38.64%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
21
Increased
20
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
$5.6M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$2.84M
3
State Street
State Street
Massachusetts
$1.08M
4
Vanguard Group
Vanguard Group
Pennsylvania
$7.18M
5
Northern Trust
Northern Trust
Illinois
$1.08M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$0
2
FCM
FJ Capital Management
Virginia
$5.08M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$735K
4
Millennium Management
Millennium Management
New York
$322K
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
Ritholtz Wealth Management
New York
$293K +$439 +23 +0.2%
GCP
27
GSA Capital Partners
United Kingdom
$288K +$288K +15,058 New
Morgan Stanley
28
Morgan Stanley
New York
$288K +$190K +9,926 +193%
Goldman Sachs
29
Goldman Sachs
New York
$257K -$64.3K -3,364 -20%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$244K +$244K +12,787 New
Barclays
31
Barclays
United Kingdom
$241K +$235K +12,304 +3,619%
PCM
32
Princeton Capital Management
New Jersey
$218K +$218K +11,408 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$163K +$163K +8,521 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$162K +$41.9K +2,197 +35%
Acadian Asset Management
35
Acadian Asset Management
Massachusetts
$137K +$28.8K +1,531 +27%
SO
36
STRS Ohio
Ohio
$134K +$134K +7,000 New
Wells Fargo
37
Wells Fargo
California
$129K +$87.2K +4,563 +208%
LSV Asset Management
38
LSV Asset Management
Illinois
$120K +$120K +6,300 New
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$107K +$107K +5,600 New
UBS Group
40
UBS Group
Switzerland
$107K +$89.4K +4,681 +512%
SIC
41
SJS Investment Consulting
Ohio
$72.4K – – –
Mirae Asset Global ETFs Holdings
42
Mirae Asset Global ETFs Holdings
Hong Kong
$62K +$62K +3,245 New
Jones Financial Companies
43
Jones Financial Companies
Missouri
$54.9K – – –
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$54K +$53.8K +2,817 +23,475%
Bank of America
45
Bank of America
North Carolina
$50.8K +$49.7K +2,603 +4,733%
Citigroup
46
Citigroup
New York
$38K -$38.6K -2,022 -50%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$36.3K – – –
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$14.8K +$14.8K +775 New
CFD
49
Creative Financial Designs
Indiana
$13.5K – – –
AIP
50
Ameritas Investment Partners
Nebraska
$11.6K +$11.6K +606 New
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