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SB Financial Group, Inc.· SBFG

🇺🇸 US · MicroBroad USNASDAQ

Financial Services Banks - Regional Website

Price: $29.21
Day: -0.80%
Mkt Cap: $183.30M
52W Range: $18.16 – $32.93
Volume: 6.7K
Beta: 0.19

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Holdings sentiment: 2.9 / 5 (Neutral), from 2 of 3 components
Institutions Q2 2026: 75 institutions hold; 39 added, 21 reduced

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Holdings Sentiment

SBFG Holdings Sentiment Score

A weighted 1-5 sentiment score across insider, institutional, and fund activity.

Holdings Sentiment

2.9/5

Neutral

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

No data

Institutional Flow

50% weight

-28

Fund Flow

10% weight

+100

Overall Holdings sentiment of 2.9/5 (Neutral) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores mean holder activity reads more positive: more buying, or less selling than the stock's usual pace.Last updated October 9, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Activity for SBFG

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock.

No Data

No recent insider signal

Most recent insider filing was Q1 2026.

Notable Recent Transactions, SBFG

Highest-value insider trades from the last 8 quarters

No significant insider transactions in the last 8 quarters

Insider transaction data is mainly available for US-listed stocks.

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for SBFG

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Bearish

Institutions reducing exposure in Q2 2026

51.7% institutional ownership

Slight accumulation: 54 adding vs 38 reducing

13F shares decreased by 6.0%, a significant shift

+16

Net breadth

54 adding vs 38 reducing

Accumulating

1.42

Add / reduce ratio

in Q2 2026

-2

New − closed

15 initiated, 17 exited

4 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+54 growing-38 shrinkingNet: +16

New (15)

Increased (39)

Reduced (21)

Closed (17)

Top Institutional Holders, SBFG

Largest 1 institutional positions by ownership percentage as of Q3 2026

WEALTH ENHANCEMENT TRUST SERVICES, INC.

Ownership

0.00%

-100.0%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q3 2026: 11 ETFs and mutual funds reporting

4 buying1 sellingNet: +3

Buying (4)

Unchanged (6)

Selling (1)

In total, funds bought 171.3K shares and sold 13.3K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q3 2026

11 ETFs and mutual funds reporting

4 funds buying vs 1 selling

Top Fund Holders, SBFG

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

JOHN HANCOCK INVESTMENT TRUST II

188.8K

Weight

40.03%

Jul 31, 2026No change

COLUMBIA FUNDS SERIES TRUST I

163.7K

Weight

2.07%

Jul 31, 2026Increased

DFA INVESTMENT DIMENSIONS GROUP INC

133.6K

Weight

0.07%

Jul 31, 2026Increased

FIDELITY SALEM STREET TRUST

56.8K

Weight

0.01%

Jul 31, 2026No change

FIDELITY CONCORD STREET TRUST

53.8K

Weight

0.08%

Jul 31, 2026No change

EA Series Trust

46.0K

Weight

1.61%

Jul 31, 2026No change

Dimensional ETF Trust

44.0K

Weight

0.00%

Jul 31, 2026Increased

iSHARES TRUST

20.2K

Weight

0.00%

Jul 31, 2026No change

SB Financial Group, Inc.· SBFG

Holdings Analysis

Insider Trading Activity

1.3Transaction History215Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings67Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History215Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings67Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights