SB Financial Group Ownership | Who Owns SB Financial Group?
SB Financial Group Ownership Summary
SB Financial Group is owned by 51.73% institutional investors, 10.46% insiders, and 37.81% retail investors. Manufacturers life insurance company, the is the largest institutional shareholder, holding 7.53% of SBFG shares. JH Financial Opportunities is the top mutual fund, with 4.11% of its assets in SB Financial Group shares.
SBFG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SB Financial Group | 51.73% | 10.46% | 37.81% |
| Sector | Financial Services Stocks | 493.55% | 13.79% | -407.34% |
| Industry | Regional Banks Stocks | 56.79% | 12.57% | 30.64% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Manufacturers life insurance company, the | 470.50K | 7.53% | $9.88M |
| Blackrock funding, inc. /de | 394.86K | 6.32% | $8.29M |
| Cutler capital management | 390.14K | 6.24% | $8.19M |
| Vanguard group | 370.76K | 5.93% | $8.26M |
| Strategic value bank partners | 274.16K | 4.39% | $5.76M |
| Dimensional fund advisors lp | 197.77K | 3.16% | $4.15M |
| Petiole usa | 168.82K | 2.70% | $3.55M |
| Pinnacle | 156.91K | 2.51% | $3.30M |
| Geode capital management | 139.08K | 2.22% | $2.92M |
| Goldman sachs group | 85.55K | 1.37% | $1.80M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Strategic value bank partners | 274.16K | 3.09% | $5.76M |
| Petiole usa | 168.82K | 2.48% | $3.55M |
| Cutler capital management | 390.14K | 2.22% | $8.19M |
| Pinnacle | 156.91K | 1.07% | $3.30M |
| Pl capital advisors | 30.00K | 0.19% | $630.00K |
| Princeton capital management | 18.41K | 0.11% | $386.57K |
| Bridgeway capital management | 81.51K | 0.03% | $1.71M |
| Globeflex capital l p | 7.08K | 0.02% | $148.78K |
| Venture visionary partners | 23.97K | 0.02% | $503.34K |
| Gendell jeffrey l | 46.29K | 0.01% | $972.01K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Vanguard fiduciary trust | 37.51K | 0.00% | 37.51K |
| Goldman sachs group | 85.55K | 0.00% | 34.53K |
| Pl capital advisors | 30.00K | 0.19% | 30.00K |
| Susquehanna group, llp | 41.14K | 0.00% | 28.08K |
| Alliancebernstein | 14.13K | 0.00% | 14.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | - | - | -265.79K |
| Marshall wace, llp | - | - | -44.74K |
| Jane street group | - | - | -22.16K |
| Charles schwab investment management | - | - | -16.61K |
| Bank of new york mellon | - | - | -15.05K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 37.51K | 0.00% | 37.51K | $787.79K |
| Pl capital advisors | 30.00K | 0.19% | 30.00K | $630.00K |
| Alliancebernstein | 14.13K | 0.00% | 14.13K | $314.59K |
| Globeflex capital l p | 7.08K | 0.02% | 7.08K | $148.78K |
| Vanguard global advisers | 2.83K | - | 2.83K | $59.41K |
Sold Out
| Holder | Change |
|---|---|
| Root financial partners | -1.00 |
| Clearstead advisors | -6.00 |
| Mai capital management | -12.00 |
| Whittier trust | -20.00 |
| Royal bank of canada | -46.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 75 | -2.60% | 3,210,122 | -5.70% | 51 | 1.73% | 39 | 21.88% | 21 | -12.50% |
| Mar 31, 2026 | 66 | -7.04% | 2,800,816 | -15.95% | 44 | 1.58% | 28 | - | 18 | -33.33% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| JH Financial Opportunities | 257.16K | 4.11% | - |
| John Hancock Financial Opportunities Fund | 257.16K | 3.94% | - |
| JHancock Regional Bank A | 188.78K | 3.02% | - |
| Vanguard MStar Total Stk Mkt Idx Invest | 179.28K | 2.87% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 179.28K | 2.87% | -46.11K |
| Vanguard Total Stock Mkt Idx Inv | 179.28K | 2.86% | -46.11K |
| Columbia Small Cap Value Discv A | 163.72K | 2.62% | 400.00 |
| Columbia Small Cap Value Discovery Fund | 163.32K | 2.60% | 163.32K |
| iShares Russell 2000 ETF | 112.62K | 1.79% | 1.04K |
| BSF Systematic US Eq Abs Ret A2 USD | 95.37K | 1.52% | -372.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 15, 2026 | HARDGROVE RICHARD L | - | Buy | $14.95K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 1 |
| 2026 Q1 | 1 | 1 |
| 2025 Q4 | - | - |
| 2025 Q2 | 2 | - |
| 2025 Q1 | 2 | 1 |
SBFG Ownership FAQ
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