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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
UBS Group
51
UBS Group
Switzerland
$21.4K +$8.8K +415 +69%
TRCT
52
Tower Research Capital (TRC)
New York
$18.6K +$8.33K +393 +79%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$18.4K -$1.38K -65 -7%
CFD
54
Creative Financial Designs
Indiana
$14.8K – – –
Russell Investments Group
55
Russell Investments Group
United Kingdom
$12.9K +$1.02K +48 +8%
AIP
56
Ameritas Investment Partners
Nebraska
$12.7K – – –
Legal & General Group
57
Legal & General Group
United Kingdom
$11.3K – – –
Citigroup
58
Citigroup
New York
$5.52K -$36.1K -1,701 -87%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$5.52K – – –
HFS
60
Hantz Financial Services
Michigan
$5K +$4.83K +228 New
SCM
61
Sterling Capital Management
North Carolina
$3.99K -$2.97K -140 -42%
EP
62
Essential Partners
California
$2.83K -$869 -41 -23%
SOW
63
State of Wyoming
Wyoming
$1.62K -$530 -25 -25%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$1.53K -$127 -6 -8%
C
65
Covestor
United Kingdom
$1K -$254 -12 -32%
EWA
66
EverSource Wealth Advisors
Alabama
$504 -$21 -1 -4%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$483 -$8.65K -408 -95%
AF
68
Allworth Financial
California
$336 +$21 +1 +7%
GI
69
GAMMA Investing
California
$294 +$148 +7 +100%
MCM
70
MAI Capital Management
Ohio
$252 +$212 +10 +500%
RIL
71
Rothschild Investment LLC
Illinois
$147 +$64 +3 +75%
IA
72
IFP Advisors
Florida
$105 – – –
SS
73
SBI Securities
Japan
$105 – – –
TWD
74
True Wealth Design
Ohio
$105 – – –
BWA
75
Basecamp Wealth Advisors
Washington
$42 +$42 +2 New
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.