Sb Financial SBFG Institutional Ownership

NASDAQ SBFG

$30.07 +0.17 (+0.57%)

At close: Oct 21, 2026 · 4:00 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

48.72%

▼-3.03 pp QoQ

Shares Held by Institutions

3.05Mn

of 6.25Mn outstanding

▼-6.19% QoQ

Shares Outstanding

6.25Mn

3.21Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▼-3 vs prior quarter

Net Shares Added (QoQ)

-201.18K

distributed since last quarter

Value of Holdings

$91.10Mn

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

Updated Oct 11, 2026

Sb Financial Group, Inc. (NASDAQ:SBFG) counted 71 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Collectively, these holders controlled 48.72% of Sb Financial's outstanding shares in Q2 2026, down from 51.76% in Q1 2026.
Total shares held in Sb Financial fell 6.19% from Q1 2026, while the number of holders rose 22.41% from Q2 2025.
Of the 71 holders, 38 added to their positions, 20 reduced their stakes and 13 left their positions unchanged in Q2 2026.
Institutional investors held 3.05Mn shares of Sb Financial in total at the end of Q2 2026, down 201.18K from the prior quarter and down 289.11K from a year earlier.
Manufacturers Life Insurance Company, The was the top holder of Sb Financial as of June 30, 2026, with 467.89K shares, or 7.48% of shares outstanding.
Among holders that already owned Sb Financial, the biggest buyers in Q2 2026 were Arrowstreet Capital, Limited Partnership (+17.87K shares), Renaissance Technologies LLC (+12.02K shares), UBS Group AG (+11.64K shares), Citadel Advisors LLC (+11.1K shares) and AllianceBernstein L.P. (+7.49K shares).
Among holders that kept a stake in Sb Financial, the biggest sellers in Q2 2026 were BlackRock, Inc. (-236.05K shares), Petiole USA ltd (-142.38K shares), Geode Capital Management, LLC (-67.95K shares), State Street Corp (-50.46K shares) and Vanguard Capital Management LLC (-43.81K shares).
Business Quant data shows the 10 biggest positions in Sb Financial as of Q2 2026 were held by Manufacturers Life Insurance Company, The (467.89K shares), Cutler Capital Management, LLC (387.85K shares), Vanguard Capital Management LLC (253.93K shares), Strategic Value Bank Partners LLC (243.63K shares), Ameriprise Financial Inc (241.46K shares), Dimensional Fund Advisors LP (202.63K shares), BlackRock, Inc. (158.82K shares), Truffle Hound Capital, LLC (90.37K shares), Bridgeway Capital Management, LLC (81.51K shares) and Geode Capital Management, LLC (71.13K shares).

Form 13F Holdings

71 Institutional Holders

Report period 30 Jun, 2026

Total shares held 3.05Mn

Of outstanding 48.72%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	467,892	7.48%	▼2,610	-0.55%	$11.82Mn
2	Cutler Capital Management, LLC	0001353098	387,852	6.20%	▼2,285	-0.59%	$9.80Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	253,928	4.06%	▼43,806	-14.71%	$6.42Mn
4	STRATEGIC VALUE BANK PARTNERS LLC	0001904067	243,628	3.90%	▼30,535	-11.14%	$6.16Mn
5	Ameriprise Financial Inc	0000820027	241,463	3.86%	▲241,463	0.00%	$6.10Mn
6	DIMENSIONAL FUND ADVISORS LP	0000354204	202,631	3.24%	▲4,859	+2.46%	$5.12Mn
7	BlackRock, Inc.	0002012383	158,817	2.54%	▼236,047	-59.78%	$4.01Mn
8	Truffle Hound Capital, LLC	0001595862	90,373	1.45%	▲90,373	0.00%	$2.28Mn
9	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	81,511	1.30%	0	0.00%	$2.06Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	71,130	1.14%	▼67,948	-48.86%	$1.80Mn
11	Goldman Sachs Group Inc	0000886982	58,053	0.93%	▼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	0.78%	▲17,868	+57.64%	$1.23Mn
14	GENDELL JEFFREY L	0001056581	46,286	0.74%	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