Skip to main content

SB FINANCIAL GROUP, INC. hedge fund holdings

SBFGNASDAQ
$29.01-0.39 (-1.33% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SBFG · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+49.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253010$11.4M$9.98M53Aug 14, 2025
Q3 20253013$4.66M$8.22M67Nov 14, 2025
Q4 20251922$1.58M$2.87M68Feb 14, 2026
Q1 20261920$2.55M$1.11M73May 15, 2026
Q2 20263127$7.16M$17.9M70Aug 14, 2026

Quarterly action breakdown

Q2 2026
70 filers
New position
12
$4.96M+196K sh
Increased
19
$2.2M+86.9K sh
Reduced
16
-$16.6M-657K sh
Out / sold
11
-$1.26M-50K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Petiole USA ltdReduce 84.34%-$3.6M$668K0.48%Aug 13, 2026
Truffle Hound Capital, LLCNew Buy+$2.28M$2.28M0.49%Aug 6, 2026
Strategic Value Bank Partners LLCReduce 11.14%-$772K$6.16M4.31%Aug 13, 2026
Aster Capital Management (DIFC) LtdNew Buy+$172K$172K0.04%Aug 14, 2026
PL Capital Advisors, LLCAdded 10.34%+$78.4K$836K0.23%Jul 31, 2026
Cutler Capital Management, LLCReduce 0.59%-$57.7K$9.8M2.55%Aug 14, 2026
LSV Asset ManagementAdded 25.62%+$30.4K$149K0.00%Aug 6, 2026
Pinnacle Holdings, LLCReduce 0.20%-$7.88K$3.96M1.22%Aug 12, 2026
Valmark Advisers, Inc.Added 0.72%+$4.2K$583K0.01%Aug 6, 2026
Venture Visionary Partners LLCAdded 0.24%+$1.44K$607K0.02%Jul 27, 2026
Assetmark, IncNew Buy+$1.16K$1.16K0.00%Jul 30, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.