SB FINANCIAL GROUP, INC. - Common Stock, no par value (SBFG)

CUSIP: 78408D105

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 6 signals
Share change
-3,241
SEC-reported price per share
$15.24
Number of holders
38
Value change
-$26,116
Number of buys
14
Number of sells
12
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
6,246,872

Security key

78408D105

Report period

Q4 2023

Institutions

38

Top holders

10

Ownership snapshot

Top reported holders of SBFG - SB FINANCIAL GROUP, INC. - Common Stock, no par value (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
ALLIANCEBERNSTEIN L.P.
Disclosed value leader
ALLIANCEBERNSTEIN L.P.
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F Highest disclosed value: $7,614,432 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

ALLIANCEBERNSTEIN L.P. has the largest disclosed position value at $7.61M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens ALLIANCEBERNSTEIN L.P.'s linked filing trail.
Disclosed position value Top 5
ALLIANCEBERNSTEIN L.P. $7.61M
MANUFACTURERS LIFE INSURANCE COMP... $6.66M
Cutler Capital Management, LLC $5.41M
FJ Capital Management LLC $5.04M
STRATEGIC VALUE BANK PARTNERS LLC $4.76M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
ALLIANCEBERNSTEIN L.P.
13F
Company
13F
—
denominator unverified
$7,614,432
564,032 shares
— 30 Sep 2023
MANUFACTURERS LIFE INSURANCE COMPANY, THE
13F
Company
13F
—
denominator unverified
$6,656,724
485,184 shares
— 30 Sep 2023
Cutler Capital Management, LLC
13F
Company
13F
—
denominator unverified
$5,406,841
400,507 shares
— 30 Sep 2023
FJ Capital Management LLC
13F
Company
13F
—
denominator unverified
$5,042,534
373,521 shares
— 30 Sep 2023
STRATEGIC VALUE BANK PARTNERS LLC
13F
Company
13F
—
denominator unverified
$4,763,003
352,815 shares
— 30 Sep 2023
Petiole USA ltd
13F
Company
13F
—
denominator unverified
$3,587,085
265,710 shares
— 30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
38
Shares
3,354,291
Rows available
38
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q2 2026 Across Filers

Q2 2026 holders
73
Q4 2023 holders
38
Holder diff
-35
Investor Q2 2026 Shares Q4 2023 Shares Share Diff Share Chg % Q2 2026 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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