SB Financial Group, Inc.· SBFG

🇺🇸 US · MicroBroad USNASDAQ

Financial ServicesBanks - RegionalWebsite

Price: $26.28
Day: -1.39%
Mkt Cap: $164.91M
52W Range: $18.16 – $27.69
Volume: 14.1K
Beta: 0.19

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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SB Financial Group, Inc.

SBFG|Financial Services|Banks - Regional

Current price: $26

Smart Money

Dimension 5 of 5

Insider Activity, Q1 2026

Latest scored quarter, net flow, and top transactions by value

Net dollar flow-$20.6K

Net share flow-929

Purchases1 ($993)

Sales1 ($21.6K)

Top Notable Transactions

Insider

Type

Value

Date

COSENTINO ANTHONY VAN

Purchase

$155.1K

Dec 22

KLEIN MARK A

Purchase

$104.1K

Dec 22

KLEIN MARK A

Purchase

$75.0K

Feb 13

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership54.6%

13F share flow-3.8%

Investors holding77

+43 adding-30 reducing

New 11Inc 32Red 24Closed 6

Top Institutional Holders

Institution

Value

Change

MANUFACTURERS LIFE INSURANCE COMPANY, THE

$9.9M

-0.7%

BLACKROCK, INC.

$8.3M

+1.9%

CUTLER CAPITAL MANAGEMENT, LLC

$8.2M

+1.7%

STRATEGIC VALUE BANK PARTNERS LLC

$5.8M

0.0%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting33

Total shares held905.2K

Share flow+5.7%

7 buying4 selling

Buying 7Unchanged 23Selling 4

Top Fund Holders

Fund

Weight

Change

iSHARES TRUST

180.5K

0.00%

FIDELITY CONCORD STREET TRUST

53.8K

0.02%

-4.6K

VANGUARD SCOTTSDALE FUNDS

34.0K

0.00%

+897

Goldman Sachs ETF Trust

8.8K

0.01%

+117

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore SBFG on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

SBFG Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.6/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+48

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.6/5 (Bullish) based on a weighted combination of 3 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 indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

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

Insider Activity for SBFG

Net insider share flow by quarter (C-suite & director purchases minus sales)

Neutral

Insiders bought and sold in Q1 2026

Minor: 1 purchase totaling $993 (48 shares)

1 sale totaling $21.6K (977 shares)

Limited history to compare against

Notable Recent Transactions, SBFG

Top 7 highest-value recent insider trades

COSENTINO ANTHONY VAN

CFO

Buy

15,000 shares at $10.34

Dec 22, 2014$155.10K

KLEIN MARK A

CEO

Buy

10,070 shares at $10.34

Dec 22, 2014$104.12K

KLEIN MARK A

CEO

Buy

4,166 shares at $18.00

Feb 13, 2018$74.99K

GATHMAN JONATHAN R.

Insider

Buy

5,000 shares at $10.34

Dec 22, 2014$51.70K

CATES GARY M

Director

Buy

5,000 shares at $8.20

Feb 27, 2013$40.99K

CALLAN THOMAS M

Insider

Buy

7,001 shares at $2.90

Nov 19, 2010$20.30K

Sauer Thomas L

Director

Buy

5,840 shares at $3.27

Nov 19, 2010$19.09K

Institutional Ownership Analysis

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

Institutional Ownership Over Time for SBFG

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

54.6% institutional ownership

Slight accumulation: 43 adding vs 30 reducing

13F shares increased by 2.1%, a notable change

Momentum improving from prior quarter

Position Changes

Q1 2026: how are institutions adjusting their positions?

+43 growing-30 shrinkingNet: +13

New (11)

Increased (32)

Reduced (24)

Closed (6)

Top Institutional Holders, SBFG

Largest 6 institutional positions by ownership percentage as of Q2 2026

POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY

Ownership

0.00%

-100.0%

STERLING CAPITAL MANAGEMENT LLC

Ownership

0.00%

-100.0%

ROOT FINANCIAL PARTNERS, LLC

Ownership

0.00%

-100.0%

NEW YORK STATE COMMON RETIREMENT FUND

Ownership

0.00%

-100.0%

STRS OHIO

Ownership

0.00%

-100.0%

CITIGROUP 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

Q2 2026: 34 ETFs and mutual funds reporting

7 buying4 sellingNet: +3

Buying (7)

Unchanged (23)

Selling (4)

Bullish Signal

Funds accumulating in Q2 2026

34 ETFs and mutual funds reporting

7 funds buying vs 4 selling

Top Fund Holders, SBFG

Largest 8 ETF and mutual fund positions by shares held as of latest filing

iSHARES TRUST

180.5K

Weight

0.00%

No change

FIDELITY CONCORD STREET TRUST

53.8K

Weight

0.02%

Decreased

VANGUARD SCOTTSDALE FUNDS

34.0K

Weight

0.00%

Increased

Goldman Sachs ETF Trust

8.8K

Weight

0.01%

Increased

VALIC Co I

2.4K

Weight

0.00%

No change

John Hancock Funds II

1.6K

Weight

0.00%

No change

WisdomTree Trust

1.4K

Weight

0.00%

No change

Invesco Exchange-Traded Self-Indexed Fund Trust

755

Weight

0.00%

Decreased

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 Holdings29Most 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 Holdings29Most 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