SBFG · Company research
SB Financial Group, Inc. (SBFG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
14records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | 815917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2986 | 73904 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STRATEGIC VALUE BANK PARTNERS LLC | 1904067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243628 | 6156480 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GLOBEFLEX CAPITAL L P | 921531 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7085 | 179038 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LSV ASSET MANAGEMENT | 1050470 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5904 | 149 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57798 | 1461083 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 1 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| SBI Securities Co., Ltd. | 1851815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 126 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 241463 | 6101770 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1362 | 34418 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52144 | 1317679 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2187 | 55265 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Pinnacle Holdings, LLC | 1411784 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 156598 | 3957224 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GENDELL JEFFREY L | 1056581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46286 | 1169647 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS FINANCIAL MARKETS | 1166588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2972 | 75102 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.