SB Financial Group Inc (SBFG) Ownership

16.50 ↑0.09 (0.55%)
As of Market Close on November 30th, 2022.

Institutional Ownership

AllianceBernstein L.P. is the biggest individual institutional holder of SB Financial Group Inc (SBFG), owning a total of 496 thousand shares. Combined, the top 20 institutional holders of SBFG own 48.06% of the company with a total of 3.3 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of SBFG by 16 thousand shares. 3 institutions bought 24,162 total additional shares and increased their ownership by an average of 0.48%. However 3 institutions sold 7,870 total shares and decreased their ownership by an average of 1.38%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of SB Financial Group increased by a net total of 16,292 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Manufacturers Life Insurance Co7.023%-0.059%488,127-2872022-09-30
FJ Capital Management LLC5.381%-1.837%374,000-7,0002022-09-30
STRATEGIC VALUE BANK PARTNERS LLC4.475%0.055%311,0341722022-09-30
Vanguard Group Inc4.387%0.000%304,86402022-09-30
Petiole USA ltd3.823%0.000%265,71002022-09-30
Dimensional Fund Advisors, Inc.2.170%1.394%150,8172,0742022-09-30
Gendell Jeffrey L0.469%0.000%32,59702022-09-30
State Street Corporation0.364%-2.251%25,320-5832022-09-30
Front Street Capital Management Inc0.315%0.000%21,91621,9162022-09-30
Cutter & CO Brokerage, Inc.0.172%0.000%11,97002022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
AllianceBernstein L.P.7.133%2.511%495,71212,1432022-06-30
Manufacturers Life Insurance Co7.023%-0.059%488,127-2872022-09-30
Cutler Capital Management5.726%-0.011%397,943-452022-06-30
FJ Capital Management LLC5.381%-1.837%374,000-7,0002022-09-30
STRATEGIC VALUE BANK PARTNERS LLC4.475%0.055%311,0341722022-09-30
Vanguard Group Inc4.387%0.000%304,86402022-09-30
Petiole USA ltd3.823%0.000%265,71002022-09-30
Pinnacle Holdings, LLC2.370%0.000%164,74202022-06-30
Dimensional Fund Advisors, Inc.2.170%1.394%150,8172,0742022-09-30
Bridgeway Capital Management, LLC0.892%0.000%61,96802022-06-30
Millennium Management LLC0.888%-4.482%61,734-2,8972022-06-30
Geode Capital Management, LLC0.794%1.802%55,1499762022-06-30
BHZ Capital Management, LP.0.660%-4.974%45,849-2,4002022-06-30
First Manhattan Company0.513%0.000%35,62702022-06-30
Gendell Jeffrey L0.469%0.000%32,59702022-09-30
State Street Corporation0.364%-2.251%25,320-5832022-09-30
Venture Visionary Partners LLC0.332%0.195%23,092452022-06-30
Front Street Capital Management Inc0.315%0.000%21,91621,9162022-09-30
Cutter & CO Brokerage, Inc.0.172%0.000%11,97002022-09-30
Northern Trust Corp0.172%-11.968%11,953-1,6252022-06-30

Mutual Fund Ownership

JH Financial Opportunities is the biggest individual fund holder of SB Financial Group Inc (SBFG), owning a total of 260 thousand shares. Combined, the top 20 mutual fund holders of SBFG own 17.89% of the company with a total of 1.2 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders not made any changes to their ownership of SBFG. None of the mutual funds bought any additional shares.

Overall this is a neutral sign as the number of shares owned by the top 20 mutual funds holding SB Financial Group stayed the same in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.768%0.000%192,36802022-10-31
Vanguard Extended Market Index Investor1.431%0.000%99,43702022-10-31
iShares Micro-Cap ETF0.192%0.000%13,35302022-10-31
WisdomTree US SmallCap Dividend ETF0.120%0.000%8,35302022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
JH Financial Opportunities3.742%0.000%260,08702022-09-30
JHancock Regional Bank A2.796%0.000%194,30102022-09-30
Vanguard Total Stock Mkt Idx Inv2.768%0.000%192,36802022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.768%0.000%192,36802022-09-30
Vanguard Extended Market Index Investor1.431%0.000%99,43702022-10-31
DFA US Small Cap Value I0.831%0.000%57,73902022-09-30
Bridgeway Omni Small-Cap Value N0.511%0.000%35,49002022-09-30
Bridgeway Omni Small-Cap Value0.511%0.000%35,49002022-09-30
Fidelity® Extended Market Index0.485%0.000%33,68102022-09-30
Manulife US Bank Equity Mother Fund0.406%44.393%28,2008,6702022-07-20
Bridgeway Omni Tax-Managed Sm-Cp Val N0.381%0.000%26,47802022-09-30
DFA US Core Equity 2 I0.264%0.000%18,34702022-09-30
iShares Micro-Cap ETF0.192%0.000%13,35302022-10-31
Fidelity® Total Market Index0.163%111.006%11,3505,9712022-09-30
DFA US Core Equity 1 I0.142%0.000%9,86502022-09-30
WisdomTree US SmallCap Dividend ETF0.120%0.000%8,35302022-10-31
Fidelity® Series Total Market Index0.104%0.000%7,22702022-09-30
DFA US Micro Cap I0.099%0.000%6,90202022-09-30
RBC Microcap Value I0.091%0.000%6,30002022-09-30
NT Ext Equity Mkt Idx Fd - NL0.083%0.000%5,77702022-09-30

Discussions

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turkeyday33

$SBFG come on bulls we can do it
don’t let bears win

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davieshelvy

$SBFG I like green candles on my birthday cake

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Clean_Teoth

$SBFG HODLing
and buying more when I can.

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ihatenewegg

$SBFG headed back to all time highs shortly

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