SBFG NASDAQ
SB Financial Group, Inc.
1W: -1.0%
1M: -0.4%
3M: -0.7%
YTD: +1.3%
1Y: +10.0%
3Y: +84.2%
5Y: +39.9%
$21.82
+0.32 (+1.49%)
Weekly Expected Move ±5.9%
$19
$20
$21
$23
$24
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — SBFG
79
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$66M
Total Invested
8
New Positions
21
Increased
31
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (87 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 595,468 | $$13M | — | +0.0% | 1Q | SEC ↗ |
| 2 | MANUFACTURERS LIFE INSURANCE COMPANY, | 470,502 | $$10M | -3,216 | -0.7% | 13Q | SEC ↗ |
| 3 | BlackRock, Inc. | 394,864 | $$9M | +7,494 | +1.9% | 7Q | SEC ↗ |
| 4 | Cutler Capital Management, LLC | 390,137 | $$9M | -845 | -0.2% | 13Q | SEC ↗ |
| 5 | VANGUARD GROUP INC | 370,763 | $$8M | -2,440 | -0.7% | 12Q | SEC ↗ |
| 6 | STRATEGIC VALUE BANK PARTNERS LLC | 274,163 | $$6M | — | +0.0% | 13Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 197,772 | $$4M | +5,677 | +3.0% | 13Q | SEC ↗ |
| 8 | Petiole USA ltd | 168,818 | $$4M | -168,818 | -50.0% | 13Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 139,078 | $$3M | -5,959 | -4.1% | 13Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 85,547 | $$2M | -16,491 | -16.2% | 5Q | SEC ↗ |
| 11 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 81,511 | $$2M | — | +0.0% | 13Q | SEC ↗ |
| 12 | STATE STREET CORP | 72,410 | $$2M | +5,721 | +8.6% | 13Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 49,512 | $$1M | +2,911 | +6.2% | 13Q | SEC ↗ |
| 14 | GENDELL JEFFREY L | 46,286 | $$1M | — | +0.0% | 12Q | SEC ↗ |
| 15 | Empowered Funds, LLC | 46,021 | $$1M | -46,021 | -50.0% | 12Q | SEC ↗ |
| 16 | VANGUARD FIDUCIARY TRUST CO NEW | 37,514 | $$819K | — | +0.0% | 1Q | SEC ↗ |
| 17 | FIRST MANHATTAN CO. LLC. | 35,627 | $$777K | — | +0.0% | 13Q | SEC ↗ |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 32,965 | $$719K | — | +0.0% | 1Q | SEC ↗ |
| 19 | HSBC HOLDINGS PLC | 31,832 | $$695K | -20,040 | -38.6% | 3Q | SEC ↗ |
| 20 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 31,001 | $$676K | — | +0.0% | 4Q | SEC ↗ |
| 21 | PL Capital Advisors, LLC NEW | 30,000 | $$655K | — | +0.0% | 1Q | SEC ↗ |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 27,825 | $$607K | +400 | +1.5% | 4Q | SEC ↗ |
| 23 | BARCLAYS PLC | 27,537 | $$601K | -6,516 | -19.1% | 13Q | SEC ↗ |
| 24 | MORGAN STANLEY | 25,640 | $$559K | +3,286 | +14.7% | 12Q | SEC ↗ |
| 25 | Venture Visionary Partners LLC | 23,968 | $$523K | +56 | +0.2% | 13Q | SEC ↗ |
| 26 | Valmark Advisers, Inc. | 22,917 | $$500K | +166 | +0.7% | 3Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 19,633 | $$428K | +1,908 | +10.8% | 8Q | SEC ↗ |
| 28 | PRINCETON CAPITAL MANAGEMENT LLC | 18,408 | $$402K | +4,000 | +27.8% | 4Q | SEC ↗ |
| 29 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17,415 | $$380K | -3,424 | -16.4% | 7Q | SEC ↗ |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 16,615 | $$363K | — | +0.0% | 4Q | SEC ↗ |
| 31 | ACADIAN ASSET MANAGEMENT LLC | 15,884 | $$347K | +4,056 | +34.3% | 13Q | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 15,055 | $$329K | -1,258 | -7.7% | 4Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 14,964 | $$327K | -14,674 | -49.5% | 4Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 12,918 | $$282K | -383 | -2.9% | 3Q | SEC ↗ |
| 35 | WELLS FARGO & COMPANY/MN | 9,151 | $$200K | +2,025 | +28.4% | 12Q | SEC ↗ |
| 36 | GLOBEFLEX CAPITAL L P NEW | 7,085 | $$155K | — | +0.0% | 1Q | SEC ↗ |
| 37 | STRS OHIO | 7,000 | $$153K | — | +0.0% | 4Q | SEC ↗ |
| 38 | RHUMBLINE ADVISERS | 6,420 | $$140K | -21 | -0.3% | 4Q | SEC ↗ |
| 39 | LSV ASSET MANAGEMENT | 6,300 | $$137K | — | +0.0% | 3Q | SEC ↗ |
| 40 | SJS Investment Consulting Inc. | 3,794 | $$83K | — | +0.0% | 13Q | SEC ↗ |
| 41 | NEW YORK STATE COMMON RETIREMENT FUND | 3,300 | $$72K | — | +0.0% | 4Q | SEC ↗ |
| 42 | JONES FINANCIAL COMPANIES LLLP | 2,986 | $$65K | — | +0.0% | 6Q | SEC ↗ |
| 43 | Vanguard Global Advisers, LLC NEW | 2,829 | $$62K | — | +0.0% | 1Q | SEC ↗ |
| 44 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2,795 | $$61K | +68 | +2.5% | 4Q | SEC ↗ |
| 45 | DEUTSCHE BANK AG | 2,709 | $$59K | -1,432 | -34.6% | 3Q | SEC ↗ |
| 46 | Farther Finance Advisors, LLC | 2,468 | $$54K | +2,329 | +1675.5% | 4Q | SEC ↗ |
| 47 | JPMORGAN CHASE & CO | 2,397 | $$52K | -1,035 | -30.2% | 13Q | SEC ↗ |
| 48 | CITIGROUP INC | 1,964 | $$43K | +1,895 | +2746.4% | 6Q | SEC ↗ |
| 49 | BNP PARIBAS FINANCIAL MARKETS | 1,727 | $$38K | -94 | -5.2% | 4Q | SEC ↗ |
| 50 | EverSource Wealth Advisors, LLC | 1,693 | $$37K | +1,668 | +6672.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 595,468 | $$13M |
| VANGUARD FIDUCIARY TRUST CO | 37,514 | $$819K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 32,965 | $$719K |
| PL Capital Advisors, LLC | 30,000 | $$655K |
| GLOBEFLEX CAPITAL L P | 7,085 | $$155K |
| Vanguard Global Advisers, LLC | 2,829 | $$62K |
| Arax Advisory Partners | 5 | $$0K |
| Root Financial Partners, LLC | 1 | $$0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FJ Capital Management LLC | 265,791 | $$6M |
| MARSHALL WACE, LLP | 44,745 | $$976K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 38,486 | $$840K |
| GSA CAPITAL PARTNERS LLP | 11,730 | $$256K |
| MILLENNIUM MANAGEMENT LLC | 11,105 | $$242K |
| Squarepoint Ops LLC | 11,060 | $$241K |
| RITHOLTZ WEALTH MANAGEMENT | 9,375 | $$205K |
| RAYMOND JAMES FINANCIAL INC | 359 | $$8K |
| CALIFORNIA STATE TEACHERS RETIREMEN | 351 | $$8K |
| AMALGAMATED BANK | 180 | $$4K |
| ROYAL BANK OF CANADA | 46 | $$1K |
| WHITTIER TRUST CO | 20 | $$0K |
| Clearstead Advisors, LLC | 6 | $$0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +7,494 | +1.9% | 394,864 |
| STATE STREET CORP | +5,721 | +8.6% | 72,410 |
| DIMENSIONAL FUND ADVISORS LP | +5,677 | +3.0% | 197,772 |
| ACADIAN ASSET MANAGEMENT LLC | +4,056 | +34.3% | 15,884 |
| PRINCETON CAPITAL MANAGEMENT LLC | +4,000 | +27.8% | 18,408 |
| MORGAN STANLEY | +3,286 | +14.7% | 25,640 |
| NORTHERN TRUST CORP | +2,911 | +6.2% | 49,512 |
| Farther Finance Advisors, LLC | +2,329 | +1675.5% | 2,468 |
| WELLS FARGO & COMPANY/MN | +2,025 | +28.4% | 9,151 |
| BANK OF AMERICA CORP /DE | +1,908 | +10.8% | 19,633 |
| CITIGROUP INC | +1,895 | +2746.4% | 1,964 |
| EverSource Wealth Advisors, LLC | +1,668 | +6672.0% | 1,693 |
| UBS Group AG | +415 | +68.7% | 1,019 |
| RENAISSANCE TECHNOLOGIES LLC | +400 | +1.5% | 27,825 |
| Tower Research Capital LLC (TRC) | +393 | +79.4% | 888 |
| Valmark Advisers, Inc. | +166 | +0.7% | 22,917 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +68 | +2.5% | 2,795 |
| Venture Visionary Partners LLC | +56 | +0.2% | 23,968 |
| Russell Investments Group, Ltd. | +48 | +8.5% | 615 |
| MAI Capital Management | +10 | +500.0% | 12 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Petiole USA ltd | -168,818 | -50.0% | 168,818 |
| Empowered Funds, LLC | -46,021 | -50.0% | 46,021 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -20,971 | -98.8% | 263 |
| HSBC HOLDINGS PLC | -20,040 | -38.6% | 31,832 |
| GOLDMAN SACHS GROUP INC | -16,491 | -16.2% | 85,547 |
| CITADEL ADVISORS LLC | -14,674 | -49.5% | 14,964 |
| BARCLAYS PLC | -6,516 | -19.1% | 27,537 |
| GEODE CAPITAL MANAGEMENT, LLC | -5,959 | -4.1% | 139,078 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -3,424 | -16.4% | 17,415 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -3,216 | -0.7% | 470,502 |
| VANGUARD GROUP INC | -2,440 | -0.7% | 370,763 |
| DEUTSCHE BANK AG | -1,432 | -34.6% | 2,709 |
| Bank of New York Mellon Corp | -1,258 | -7.7% | 15,055 |
| JPMORGAN CHASE & CO | -1,035 | -30.2% | 2,397 |
| Cutler Capital Management, LLC | -845 | -0.2% | 390,137 |
| FMR LLC | -408 | -94.7% | 23 |
| AQR CAPITAL MANAGEMENT LLC | -383 | -2.9% | 12,918 |
| Sterling Capital Management LLC | -140 | -42.4% | 190 |
| BNP PARIBAS FINANCIAL MARKETS | -94 | -5.2% | 1,727 |
| CWM, LLC | -65 | -6.9% | 875 |