SBFG - SB Financial Group, Inc. Aktier - Aktiekurs, institutionellt ägande, aktieägare (NasdaqCM)

SB Financial Group, Inc.
US ˙ NasdaqCM ˙ US78408D1054

Grundläggande statistik
Institutionella ägare 130 total, 130 long only, 0 short only, 0 long/short - change of 52,94% MRQ
Genomsnittlig portföljallokering 0.0970 % - change of −42,46% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 4 376 407 - 69,13% (ex 13D/G) - change of 0,32MM shares 7,90% MRQ
Institutionellt värde (lång) $ 82 730 USD ($1000)
Institutionellt ägande och aktieägare

SB Financial Group, Inc. (US:SBFG) har 130 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 4,376,407 aktier. Största aktieägare inkluderar Manufacturers Life Insurance Company, The, Cutler Capital Management, LLC, Vanguard Group Inc, Strategic Value Bank Partners LLC, BlackRock, Inc., FJ Capital Management LLC, John Hancock Financial Opportunities Fund, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, FRBAX - Regional Bank Fund Class A, and Dimensional Fund Advisors Lp .

SB Financial Group, Inc. (NasdaqCM:SBFG) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 12, 2025 is 20,89 / share. Previously, on September 16, 2024, the share price was 18,51 / share. This represents an increase of 12,86% over that period.

SBFG / SB Financial Group, Inc. Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

SBFG / SB Financial Group, Inc. Historical Put/Call Ratio
13D/G-Arkiveringar

Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.

Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.

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Fil Datum Formulär Investerare Föregående
aktier
Senaste
aktier
Δ Aktier
(Procent)
Ägande
(Procent)
Δ Ägande
(Procent)
2025-08-13 13G/A FJ Capital Management LLC 371,571 265,791 -28.47 4.07 -27.19
2025-05-14 13G/A ALLIANCEBERNSTEIN L.P. 468,306 296,051 -36.78 4.50 -35.71
2025-05-14 13G/A MANULIFE FINANCIAL CORP 481,000 481,652 0.14 7.24 0.14
2025-02-13 13G Cutler Capital Management, LLC 400,284 392,556 -1.93 6.00 1.35
2025-02-11 13G/A State Bank & Trust Co 328,187 304,286 -7.28 4.67 -3.71
2025-01-31 13G VANGUARD GROUP INC 341,989 5.14
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-14 13F First Manhattan Co 35 627 0,00 680 −8,23
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2 734 0,29 52 6,12
2025-08-13 13F TFO USA Ltd 176 087 0,00 3 363 −8,27
2025-08-14 13F Gendell Jeffrey L 46 286 0,00 884 −8,20
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 99 089 0,00 1 893 −8,29
2025-08-08 13F/A Sterling Capital Management LLC 160 3
2025-08-14 13F Susquehanna International Group, Llp 38 486 −56,03 735 −59,66
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 810 0,00 15 −6,25
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 21 −40,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 5 913 −56,20 113 −54,47
2025-08-12 13F Jpmorgan Chase & Co 2 829 23 475,00 54
2025-07-24 13F IFP Advisors, Inc 11 0,00 0
2025-08-14 13F UBS Group AG 5 595 512,14 107 457,89
2025-08-14 13F Raymond James Financial Inc 359 7
2025-08-14 13F Bridgeway Capital Management Inc 78 548 0,76 1 500 −7,58
2025-08-12 13F Charles Schwab Investment Management Inc 18 155 347
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 12 807 49,46 249 29,84
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 0
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36 040 −1,00 699 −9,34
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 35 490 0,00 678 −8,27
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 355 1,76 255 −6,59
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 539 0,00 10 −16,67
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 719 93,61 189 67,86
2025-08-14 13F Bnp Paribas Arbitrage, Sa 775 15
2025-08-14 13F Bank Of America Corp /de/ 2 658 4 732,73 51 4 900,00
2025-08-14 13F/A Barclays Plc 12 644 3 618,82 0
2025-06-26 NP USMIX - Extended Market Index Fund 610 −17,23 12 −31,25
2025-08-12 13F Legal & General Group Plc 536 10
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 1 504 −44,48 29 −42,86
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 548 157,19 125 171,74
2025-08-14 13F Manufacturers Life Insurance Company, The 476 574 −1,05 9 103 −9,23
2025-08-12 13F O'shaughnessy Asset Management, Llc 25 049 −9,35 478 −16,87
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 14 0
2025-08-13 13F Northern Trust Corp 56 355 131,85 1 076 112,65
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 815 −60,41 35 −64,21
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 7 199 26,28 140 9,45
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 523 0,00 166 −13,16
2025-08-11 13F Citigroup Inc 1 992 −50,37 38 −54,22
2025-08-11 13F Lsv Asset Management 6 300 81,82 0 −100,00
2025-08-14 13F Alliancebernstein L.p. 0 −100,00 0
2025-08-13 13F Arrowstreet Capital, Limited Partnership 27 459 524
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 30 1
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 606 −3,35 12 0,00
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 200 −33,33 4 −40,00
2025-08-14 13F State Street Corp 56 320 225,15 1 076 198,61
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 299 5,78 180 −3,23
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 10 292 0,14 197 4,81
2025-05-27 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 394 0,00 8 0,00
2025-08-08 13F Pnc Financial Services Group, Inc. 1 900 0,00 36 −7,69
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 934 11,62 251 2,04
2025-08-14 13F Wells Fargo & Company/mn 6 759 207,79 129 186,67
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 9 052 0,00 176 −13,37
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 919 −22,77 18 −19,05
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 43 058 1,39 822 −7,01
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 1 184 0,00 23 −11,54
2025-08-12 13F Ameritas Investment Partners, Inc. 606 12
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 134 0,00 3 0,00
2025-08-12 13F Proequities, Inc. 0 0
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 698 28,05 52 10,64
2025-08-14 13F FJ Capital Management LLC 265 791 −28,47 5 077 −34,38
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 200 0,00 4 −25,00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 2 751 −32,32 53 −29,73
2025-08-08 13F SBI Securities Co., Ltd. 5 0,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 260 5
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4 0,00 0
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 913 0,00 251 −12,85
2025-07-15 13F SJS Investment Consulting Inc. 3 793 0,00 72 −7,69
2025-07-28 13F Ritholtz Wealth Management 15 335 0,15 293 −8,18
2025-08-04 13F Strs Ohio 7 000 134
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 712 −12,85 14 −7,14
2025-08-29 NP John Hancock Financial Opportunities Fund 257 156 0,00 4 912 −8,26
2025-08-12 13F BlackRock, Inc. 293 203 424,97 5 600 381,93
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 260 5
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 199 4
2025-08-14 13F Millennium Management Llc 16 858 −64,61 322 −67,61
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 1 567 −33,71 30 −32,56
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 8 0
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 732 0,00 14 −12,50
2025-06-26 NP FRBAX - Regional Bank Fund Class A 192 781 −0,78 3 748 −13,78
2025-07-22 13F Gsa Capital Partners Llp 15 058 0
2025-08-04 13F Amalgamated Bank 203 0
2025-05-13 13F PL Capital Advisors, LLC 0 −100,00 0
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 710 0,00 91 −8,08
2025-08-07 13F Pinnacle Holdings, LLC 156 909 0,01 2 997 −8,27
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1 295 21,71 25 9,09
2025-08-14 13F Royal Bank Of Canada 8 497 34,87 162 23,66
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 777 −17,69 15 −17,65
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 258 5
2025-08-12 13F Rhumbline Advisers 8 521 163
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 223 −26,98 82 −36,43
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 4 700 −27,67 90 −24,58
2025-08-11 13F Empowered Funds, LLC 43 058 1,39 822 −7,01
2025-07-17 13F Venture Visionary Partners LLC 23 805 0,25 455 −8,10
2025-08-13 13F Cutler Capital Management, LLC 391 983 −0,15 7 487 −8,41
2025-08-04 13F Creative Financial Designs Inc /adv 705 0,00 13 −7,14
2025-08-05 13F Bank of New York Mellon Corp 12 787 244
2025-08-13 13F Marshall Wace, Llp 20 093 384
2025-08-26 NP Profunds - Profund Vp Small-cap 14 −44,00 0
2025-06-26 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 465 0,00 165 −13,23
2025-08-14 13F Goldman Sachs Group Inc 13 458 −20,00 257 −26,57
2025-08-13 13F Renaissance Technologies Llc 22 133 423
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 301 0,00 64 −12,33
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1 057 −13,08 20 −9,09
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65 538 0,00 1 274 −13,10
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 000 0,00 19 −13,64
2025-08-05 13F Huntington National Bank 0 −100,00 0
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 586 0,00 88 −8,42
2025-08-11 13F Vanguard Group Inc 375 871 9,91 7 179 0,83
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3 245 62
2025-08-07 13F Acadian Asset Management Llc 7 292 26,58 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 8 0,00 0
2025-08-19 13F State of Wyoming 116 −63,98 2 −66,67
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 6 300 0,00 120 −8,40
2025-08-13 13F Jones Financial Companies Lllp 2 986 0,00 55 −14,29
2025-08-08 13F Geode Capital Management, Llc 148 786 98,34 2 842 81,95
2025-07-11 13F Farther Finance Advisors, LLC 34 1
2025-08-14 13F California State Teachers Retirement System 371 7
2025-08-13 13F New York State Common Retirement Fund 5 600 0
2025-08-12 13F Dimensional Fund Advisors Lp 186 608 10,54 3 564 1,39
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52 622 −42,78 1 005 −40,14
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 89 0,00 2 0,00
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 230 900 0,00 4 410 −8,26
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 561 804,84 11 900,00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 702 0,00 33 −13,16
2025-08-06 13F Princeton Capital Management Llc 11 408 218
2025-07-30 13F Strategic Value Bank Partners LLC 352 815 0,00 6 739 −8,26
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95 166 −39,67 1 818 −36,91
2025-08-13 13F Northwestern Mutual Wealth Management Co 263 0,00 5 0,00
2025-08-13 13F EverSource Wealth Advisors, LLC 43 1
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 33 666 108,55 643 91,37
2025-08-15 13F Morgan Stanley 15 074 192,81 288 168,22
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