SB Financial Group Ownership | Who Owns SB Financial Group?
SB Financial Group Ownership Summary
SB Financial Group is owned by 11.60% institutional investors, 11.17% insiders, and 77.24% retail investors. Manufacturers life insurance company, the is the largest institutional shareholder, holding 7.37% of SBFG shares. JH Financial Opportunities is the top mutual fund, with 4.13% of its assets in SB Financial Group shares.
SBFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SB Financial Group | 11.60% | 11.17% | 77.24% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Manufacturers life insurance company, the | 474.95K | 7.37% | $9.16M |
| Alliancebernstein | 468.31K | 7.03% | $9.79M |
| Blackrock funding, inc. /de | 387.37K | 6.20% | $8.63M |
| Cutler capital management | 391.68K | 6.07% | $7.56M |
| Vanguard group | 370.76K | 5.93% | $8.26M |
| Strategic value bank partners | 274.16K | 4.39% | $6.11M |
| Dimensional fund advisors lp | 192.09K | 3.07% | $4.28M |
| Petiole usa | 176.09K | 2.73% | $3.40M |
| Pinnacle | 156.91K | 2.51% | $3.49M |
| Geode capital management | 145.04K | 2.32% | $3.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 274.16K | 4.18% | $6.11M |
| Cutler capital management | 391.68K | 2.41% | $7.56M |
| Petiole usa | 176.09K | 2.35% | $3.40M |
| Pinnacle | 156.91K | 1.18% | $3.49M |
| Princeton capital management | 14.41K | 0.08% | $320.87K |
| Bridgeway capital management | 81.51K | 0.03% | $1.57M |
| Gsa capital partners llp | 11.73K | 0.02% | $261.00K |
| Gendell jeffrey l | 46.29K | 0.02% | $1.03M |
| Venture visionary partners | 23.86K | 0.02% | $460.21K |
| Sjs investment consulting | 3.79K | 0.01% | $84.49K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 387.37K | 0.00% | 29.90K |
| Susquehanna group, llp | 41.14K | 0.00% | 28.08K |
| Northwestern mutual wealth management | 20.97K | 0.00% | 20.71K |
| Hsbc | 19.85K | 0.00% | 19.85K |
| Goldman sachs group | 51.02K | 0.00% | 9.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | - | - | -265.79K |
| Alliancebernstein | 468.31K | 0.00% | -119.61K |
| Marshall wace, llp | - | - | -44.74K |
| Pl capital advisors | - | - | -28.16K |
| Jane street group | - | - | -22.16K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Hsbc | 19.85K | 0.00% | 19.85K | $387.87K |
| Police & firemen's retirement system of new jersey | 1.53K | 0.00% | 1.53K | $29.55K |
| Russell investments group | 676.00 | - | 676.00 | $13.04K |
| Bank of america corp /de/ | 56.00 | - | 56.00 | $784.00 |
| Fmr | 9.00 | - | 9.00 | $174.00 |
Sold Out
| Holder | Change |
|---|---|
| Clearstead advisors | -6.00 |
| Whittier trust | -20.00 |
| Srs capital advisors | -153.00 |
| Qube research | -319.00 |
| Raymond james financial | -359.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 16 | -78.08% | 725,120 | -78.70% | 11 | 0.42% | 5 | -87.50% | 8 | -50.00% |
| Sep 30, 2025 | 28 | -54.10% | 818,994 | -76.87% | 12 | 0.42% | 13 | -68.29% | 6 | -33.33% |
| Jun 30, 2025 | 60 | 36.36% | 3,541,327 | 3.76% | 54 | 1.98% | 41 | 192.86% | 8 | -27.27% |
| Mar 31, 2025 | 44 | 2.33% | 3,410,272 | -2.41% | 52 | 1.86% | 14 | -30.00% | 12 | 9.09% |
| Dec 31, 2024 | 40 | -2.44% | 3,474,090 | 3.03% | 52 | 2.04% | 18 | 20.00% | 11 | 37.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| JH Financial Opportunities | 257.16K | 4.13% | - |
| John Hancock Financial Opportunities Fund | 257.16K | 3.94% | - |
| Vanguard Total Stock Mkt Idx Inv | 225.38K | 3.62% | - |
| JHancock Regional Bank A | 188.78K | 3.03% | -710.00 |
| iShares Russell 2000 ETF | 113.32K | 1.82% | 113.32K |
| Vanguard Institutional Extnd Mkt Idx Tr | 68.07K | 1.09% | - |
| DFA US Small Cap Value I | 67.51K | 1.08% | - |
| Fidelity Small Cap Index | 60.13K | 0.97% | -71.00 |
| iShares Russell 2000 Value ETF | 49.70K | 0.80% | 49.70K |
| EA Bridgeway Omni Small-Cap Value ETF | 46.02K | 0.74% | 46.02K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 04, 2026 | Strausbaugh Sue Ann | - | Buy | $992.64 |
| Feb 04, 2026 | HARDGROVE RICHARD L | - | Sell | $21.64K |
| Jun 23, 2025 | CLAXTON TIMOTHY L. | - | Buy | $35.28K |
| Jun 20, 2025 | KLEIN MARK A | CHAIRMAN, PRESIDENT, CEO | Buy | $1.75K |
| Feb 13, 2025 | Homoelle David A. | EVP OF SUBSIDIARY | Buy | $21.95K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 1 | 1 |
| 2025 Q4 | - | - |
| 2025 Q2 | 2 | - |
| 2025 Q1 | 2 | 1 |
| 2024 Q4 | - | 1 |
SBFG Ownership FAQ
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