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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$732K |
| 2 |
PCA
PL Capital Advisors
Naples,
Florida
|
+$636K |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$300K |
| 4 |
BlackRock
New York
|
+$159K |
| 5 |
GC
Globeflex Capital
San Diego,
California
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$261K |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
-$209K |
| 3 |
Barclays
London,
United Kingdom
|
-$138K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$126K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$94.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFP
76
Root Financial Partners
Encinitas,
California
| $21 | +$21 | +1 | New |
|
|
AAP
77
Arax Advisory Partners
Denver,
Colorado
| $21 | +$106 | +5 | New |
|
|
GCP
78
GSA Capital Partners
London,
United Kingdom
| – | -$261K | -11,730 | Closed |
|
|
RWM
79
Ritholtz Wealth Management
New York
| – | -$209K | -9,375 | Closed |
|
80
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
| – | -$7.82K | -351 | Closed |
|
|
AB
81
Amalgamated Bank
New York
| – | -$4K | -180 | Closed |
|
82
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1K | -46 | Closed |
|
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.