Sb Financial SBFG Institutional Ownership

NASDAQ SBFG

$29.18 +0.57 (+1.99%)

As of: Oct 1, 2026 · 12:03 PM EDT

Institutions by Trading Activity

71 Institutions

Increased 38 53.5%

Unchanged 13 18.3%

Reduced 20 28.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

49.10%

▼-3.03 pp QoQ

Shares Held by Institutions

3.05Mn

of 6.21Mn outstanding

▼-3.66% QoQ

Shares Outstanding

6.21Mn

3.16Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

-115.76K

distributed since last quarter

Value of Holdings

$87.17Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Sb Financial Group, Inc. (NASDAQ:SBFG) appears in 71 institutional 13F filings for the quarter ending June 2026.

These investors collectively held 49.1% of Sb Financial's outstanding shares in June 2026, down from 52.1% in March 2026.
Their total shares held in SBFG decreased -3.66% quarter over quarter, and separately, investors owning Sb Financial increased 20.34% from a year ago.
Activity in SBFG broke down as 38 buyers, 20 sellers, and 13 unchanged among 71 total holders.
Combined, these investors held 3.05Mn shares in SBFG for June 2026, down by 115.76K shares quarter on quarter, and down 289.11K shares year over year.
As of June 30, 2026, the biggest holder of Sb Financial is MANUFACTURERS LIFE INSURANCE COMPANY, THE at 467.89K shares, representing 7.54% of shares outstanding.
The biggest buyers of Sb Financial for the quarter ending June 2026 included Ameriprise Financial Inc (241.46K), Truffle Hound Capital, LLC (90.37K), MARSHALL WACE, LLP (57.91K), MILLENNIUM MANAGEMENT LLC (22.52K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (17.87K).
Top sellers of SBFG stock for the quarter ending June 2026 included BlackRock, Inc. (236.05K), Petiole USA ltd (142.38K), GEODE CAPITAL MANAGEMENT, LLC (67.95K), State Street Corp (50.46K), VANGUARD CAPITAL MANAGEMENT LLC (43.81K).
According to Business Quant data, leading holders of SBFG for June 2026 are MANUFACTURERS LIFE INSURANCE COMPANY, THE (467.89K), Cutler Capital Management, LLC (387.85K), VANGUARD CAPITAL MANAGEMENT LLC (253.93K), STRATEGIC VALUE BANK PARTNERS LLC (243.63K), Ameriprise Financial Inc (241.46K), DIMENSIONAL FUND ADVISORS LP (202.63K), BlackRock, Inc. (158.82K), Truffle Hound Capital, LLC (90.37K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (81.51K), GEODE CAPITAL MANAGEMENT, LLC (71.13K).

Form 13F Holdings

71 Institutional Holders

Report period 30 Jun, 2026

Total shares held 3.05Mn

Of outstanding 49.10%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	467,892	7.54%	▼2,610	-0.55%	$11.82Mn
2	Cutler Capital Management, LLC	0001353098	387,852	6.25%	▼2,285	-0.59%	$9.80Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	253,928	4.09%	▼43,806	-14.71%	$6.42Mn
4	STRATEGIC VALUE BANK PARTNERS LLC	0001904067	243,628	3.93%	▼30,535	-11.14%	$6.16Mn
5	Ameriprise Financial Inc	0000820027	241,463	3.89%	▲241,463	0.00%	$6.10Mn
6	DIMENSIONAL FUND ADVISORS LP	0000354204	202,631	3.27%	▲4,859	+2.46%	$5.12Mn
7	BlackRock, Inc.	0002012383	158,817	2.56%	▼236,047	-59.78%	$4.01Mn
8	Truffle Hound Capital, LLC	0001595862	90,373	1.46%	▲90,373	0.00%	$2.28Mn
9	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	81,511	1.31%	0	0.00%	$2.06Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	71,130	1.15%	▼67,948	-48.86%	$1.80Mn
11	Goldman Sachs Group Inc	0000886982	58,053	0.94%	▼27,494	-32.14%	$1.47Mn
12	MARSHALL WACE, LLP	0001318757	57,913	0.93%	▲57,913	0.00%	$1.46Mn
13	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	48,869	0.79%	▲17,868	+57.64%	$1.23Mn
14	GENDELL JEFFREY L	0001056581	46,286	0.75%	0	0.00%	$1.17Mn
15	Empowered Funds, LLC	0001592828	46,021	0.74%	0	0.00%	$1.16Mn
16	RENAISSANCE TECHNOLOGIES LLC	0001037389	39,846	0.64%	▲12,021	+43.20%	$1.01Mn
17	HSBC HOLDINGS PLC	0000873630	38,138	0.61%	▲6,306	+19.81%	$927.52K
18	FIRST MANHATTAN CO. LLC.	0000728083	35,627	0.57%	0	0.00%	$900.29K
19	VANGUARD FIDUCIARY TRUST CO	0000933478	35,570	0.57%	▼1,944	-5.18%	$898.85K
20	PL Capital Advisors, LLC	0001569147	33,101	0.53%	▲3,101	+10.34%	$836.46K

Showing 1 to 20 of 71 holders