SBFG SB Financial Group, Inc
SB Financial Group, Inc (SBFG) Institutional Ownership
What the institutions did with SBFG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 467.9K | 14.6% |
| Cutler Capital Management, LLC | 387.9K | 12.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 253.9K | 7.9% |
| STRATEGIC VALUE BANK PARTNERS LLC | 243.6K | 7.6% |
| AMERIPRISE FINANCIAL INC | 241.5K | 7.5% |
| DIMENSIONAL FUND ADVISORS LP | 202.6K | 6.3% |
| BlackRock, Inc. | 158.8K | 4.9% |
| Pinnacle Holdings, LLC | 156.6K | 4.9% |
| Truffle Hound Capital, LLC | 90.4K | 2.8% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 81.5K | 2.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 71.1K | 2.2% |
| GOLDMAN SACHS GROUP INC | 58.1K | 1.8% |
| MARSHALL WACE, LLP | 57.9K | 1.8% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 48.9K | 1.5% |
| GENDELL JEFFREY L | 46.3K | 1.4% |
| Empowered Funds, LLC | 46.0K | 1.4% |
| RENAISSANCE TECHNOLOGIES LLC | 39.8K | 1.2% |
| HSBC HOLDINGS PLC | 38.1K | 1.2% |
| FIRST MANHATTAN CO. LLC. | 35.6K | 1.1% |
| VANGUARD FIDUCIARY TRUST CO | 35.6K | 1.1% |
| PL Capital Advisors, LLC | 33.1K | 1.0% |
| MORGAN STANLEY | 29.5K | 0.9% |
| BARCLAYS PLC | 27.4K | 0.9% |
| Petiole USA ltd | 26.4K | 0.8% |
| CITADEL ADVISORS LLC | 25.8K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | New | 0 | 241.5K | +241.5K |
| BlackRock, Inc. | Reduced | 394.9K | 158.8K | -236.0K |
| Petiole USA ltd | Reduced | 168.8K | 26.4K | -142.4K |
| Truffle Hound Capital, LLC | New | 0 | 90.4K | +90.4K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 139.1K | 71.1K | -67.9K |
| MARSHALL WACE, LLP | New | 0 | 57.9K | +57.9K |
| STATE STREET CORP | Reduced | 72.4K | 22.0K | -50.5K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 297.7K | 253.9K | -43.8K |
| NORTHERN TRUST CORP | Reduced | 49.5K | 13.9K | -35.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Sold Out | 33.0K | 0 | -33.0K |
| STRATEGIC VALUE BANK PARTNERS LLC | Reduced | 274.2K | 243.6K | -30.5K |
| GOLDMAN SACHS GROUP INC | Reduced | 85.5K | 58.1K | -27.5K |
| MILLENNIUM MANAGEMENT LLC | New | 0 | 22.5K | +22.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Increased | 31.0K | 48.9K | +17.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Sold Out | 16.6K | 0 | -16.6K |
| Bank of New York Mellon Corp | Sold Out | 15.1K | 0 | -15.1K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 27.8K | 39.8K | +12.0K |
| UBS Group AG | Increased | 1.0K | 12.7K | +11.6K |
| CITADEL ADVISORS LLC | Increased | 14.7K | 25.8K | +11.1K |
| Quadrature Capital Ltd | New | 0 | 11.1K | +11.1K |
| Qube Research & Technologies Ltd | New | 0 | 9.9K | +9.9K |
| JANE STREET GROUP, LLC | New | 0 | 9.8K | +9.8K |
| Squarepoint Ops LLC | New | 0 | 8.8K | +8.8K |
| ALLIANCEBERNSTEIN L.P. | Increased | 14.1K | 21.6K | +7.5K |
| STRS OHIO | Sold Out | 7.0K | 0 | -7.0K |
| Aster Capital Management (DIFC) Ltd | New | 0 | 6.8K | +6.8K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 12.9K | 19.5K | +6.5K |
| HSBC HOLDINGS PLC | Increased | 31.8K | 38.1K | +6.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Reduced | 17.4K | 11.4K | -6.0K |
| BANK OF AMERICA CORP /DE/ | Reduced | 19.6K | 13.8K | -5.9K |
| MORGAN STANLEY | Increased | 23.8K | 29.5K | +5.7K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 197.8K | 202.6K | +4.9K |
| RHUMBLINE ADVISERS | Reduced | 6.4K | 2.2K | -4.2K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 15.9K | 19.4K | +3.5K |
| NEW YORK STATE COMMON RETIREMENT FUND | Sold Out | 3.3K | 0 | -3.3K |
| PL Capital Advisors, LLC | Increased | 30.0K | 33.1K | +3.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | Sold Out | 2.8K | 0 | -2.8K |
| DEUTSCHE BANK AG\ | Sold Out | 2.7K | 0 | -2.7K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Reduced | 470.5K | 467.9K | -2.6K |
| WELLS FARGO & COMPANY/MN | Reduced | 4.7K | 2.2K | -2.5K |
| Cutler Capital Management, LLC | Reduced | 390.1K | 387.9K | -2.3K |
| JPMORGAN CHASE & CO | Reduced | 2.4K | 326 | -2.1K |
| VANGUARD FIDUCIARY TRUST CO | Reduced | 37.5K | 35.6K | -1.9K |
| Police & Firemen's Retirement System of New Jersey | Sold Out | 1.5K | 0 | -1.5K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | New | 0 | 1.4K | +1.4K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 1.7K | 3.0K | +1.2K |
| LSV ASSET MANAGEMENT | Increased | 4.7K | 5.9K | +1.2K |
| Tower Research Capital LLC (TRC) | Sold Out | 888 | 0 | -888 |
| Ameritas Investment Partners, Inc. | Sold Out | 606 | 0 | -606 |
| Legal & General Group Plc | Sold Out | 536 | 0 | -536 |
| Russell Investments Group, Ltd. | Reduced | 615 | 270 | -345 |
| Pinnacle Holdings, LLC | Reduced | 156.9K | 156.6K | -312 |
| CITIGROUP INC | Sold Out | 263 | 0 | -263 |
| Farther Finance Advisors, LLC | Increased | 2.5K | 2.7K | +263 |
| Sterling Capital Management LLC | Sold Out | 190 | 0 | -190 |
| HANTZ FINANCIAL SERVICES, INC. | Reduced | 228 | 38 | -190 |
| Arax Advisory Partners | Increased | 5 | 187 | +182 |
| Valmark Advisers, Inc. | Increased | 22.9K | 23.1K | +166 |
| BARCLAYS PLC | Reduced | 27.5K | 27.4K | -163 |
| Essential Partners LLC | Reduced | 135 | 44 | -91 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.