SB Financial Group, Inc.: which funds bought and sold

Institutions that bought and sold SB Financial Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 36 institutions that filed 13F reports for both quarters added to or opened positions in SB Financial Group, and 35 cut or closed them. Together they sold a net 193K shares, −6.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 165K shares (+64.7%); index fund managers were net sellers of 490K shares (−46.8%). 14 opened a new position and 16 sold out entirely.

Bought, Q2 2026 36 institutions, 14 of them new holders Sold, Q2 2026 35 institutions, 16 of them sold out

Net change, all compared −193K shares (−6.0%)

Net change, active managers +165K shares (+64.7%), 14 bought, 1 sold

Buyers versus sellers

institutions compared, 86

36 bought 15 35 sold

Active managers and hedge funds 14 bought · 1 sold · +165K

Index fund managers 0 bought · 9 sold · −490K

Other institutions 22 bought · 25 sold · +131K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Ameriprise Financial Inc	+241K New position	241K	$6.1M
Truffle Hound Capital, LLC	+90K New position	90K	$2.3M
Marshall Wace, LLP Hedge fund	+58K New position	58K	$1.5M
Millennium Management LLC Hedge fund	+23K New position	23K	$569,055
Arrowstreet Capital, Limited Partnership Hedge fund	+18K +57.6%	49K	$1.2M
Renaissance Technologies LLC Hedge fund	+12K +43.2%	40K	$1M
UBS Group AG	+12K +1142.8%	13K	$320,019
Citadel Advisors LLC Hedge fund	+11K +75.6%	26K	$651,334
Quadrature Capital Ltd Hedge fund	+11K New position	11K	$279,461
Qube Research & Technologies Ltd Hedge fund	+9,921 New position	9,921	$250,704
Jane Street Group, LLC	+9,813 New position	9,813	$247,974
Squarepoint Ops LLC Hedge fund	+8,812 New position	8,812	$222,679
Alliancebernstein L.P. Active manager	+7,489 +53.0%	22K	$453,915
Aster Capital Management (Difc) Ltd	+6,798 New position	6,798	$171,785
AQR Capital Management LLC Hedge fund	+6,542 +50.6%	19K	$491,756
HSBC Holdings PLC	+6,306 +19.8%	38K	$927,516
Morgan Stanley	+5,683 +23.9%	29K	$745,165
Dimensional Fund Advisors LP	+4,859 +2.5%	203K	$5.1M
Acadian Asset Management LLC Active manager	+3,535 +22.3%	19K	$485,000
Pl Capital Advisors, LLC	+3,101 +10.3%	33K	$836,462

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+58K New position	58K	$1.5M
Millennium Management LLC Hedge fund	+23K New position	23K	$569,055
Arrowstreet Capital, Limited Partnership Hedge fund	+18K +57.6%	49K	$1.2M
Renaissance Technologies LLC Hedge fund	+12K +43.2%	40K	$1M
Citadel Advisors LLC Hedge fund	+11K +75.6%	26K	$651,334
Quadrature Capital Ltd Hedge fund	+11K New position	11K	$279,461
Qube Research & Technologies Ltd Hedge fund	+9,921 New position	9,921	$250,704
Squarepoint Ops LLC Hedge fund	+8,812 New position	8,812	$222,679
Alliancebernstein L.P. Active manager	+7,489 +53.0%	22K	$453,915
AQR Capital Management LLC Hedge fund	+6,542 +50.6%	19K	$491,756

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	−236K −59.8%	159K	$4M
Petiole Usa Ltd	−142K −84.3%	26K	$668,063
Geode Capital Management, LLC Index funds	−68K −48.9%	71K	$1.8M
State Street Corp Index funds	−50K −69.7%	22K	$554,677
Vanguard Capital Management LLC Index funds	−44K −14.7%	254K	$6.4M
Northern Trust Corp Index funds	−36K −72.0%	14K	$350,874
Vanguard Portfolio Management LLC Index funds	−33K Sold out	0	—
Strategic Value Bank Partners LLC	−31K −11.1%	244K	$6.2M
Goldman Sachs Group Inc	−27K −32.1%	58K	$1.5M
Charles Schwab Investment Management Inc Index funds	−17K Sold out	0	—
Bank Of New York Mellon Corp	−15K Sold out	0	—
Strs Ohio	−7,000 Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−5,979 −34.3%	11K	$288,988
Bank Of America Corp	−5,871 −29.9%	14K	$347,766
Rhumbline Advisers Index funds	−4,233 −65.9%	2,187	$55,265
New York State Common Retirement Fund	−3,300 Sold out	0	—
Mirae Asset Global Etfs Holdings Ltd.	−2,795 Sold out	0	—
Deutsche Bank Ag\	−2,709 Sold out	0	—
Manufacturers Life Insurance Company, The	−2,610 −0.6%	468K	$11.8M
Wells Fargo & Company	−2,518 −53.4%	2,197	$55,508

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
O'Shaughnessy Asset Management, LLC Active manager	−5,979 −34.3%	11K	$288,988

New positions

largest by value

Institution	Shares	Value June 30, 2026
Ameriprise Financial Inc	241K	$6.1M
Truffle Hound Capital, LLC	90K	$2.3M
Marshall Wace, LLPHedge fund	58K	$1.5M
Millennium Management LLCHedge fund	23K	$569,055
Quadrature Capital LtdHedge fund	11K	$279,461
Qube Research & Technologies LtdHedge fund	9,921	$250,704
Jane Street Group, LLC	9,813	$247,974
Squarepoint Ops LLCHedge fund	8,812	$222,679
Aster Capital Management (Difc) Ltd	6,798	$171,785
Los Angeles Capital Management LLCActive manager	1,362	$34,418

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Vanguard Portfolio Management LLCIndex funds	33K	$692,265
Charles Schwab Investment Management IncIndex funds	17K	$348,915
Bank Of New York Mellon Corp	15K	$316,157
Strs Ohio	7,000	$147,000
New York State Common Retirement Fund	3,300	$69,300
Mirae Asset Global Etfs Holdings Ltd.	2,795	$58,695
Deutsche Bank Ag\	2,709	$56,889
Police & Firemen'S Retirement System Of New Jersey	1,532	$32,172
Tower Research Capital LLC (TRC)	888	$18,648
Ameritas Investment Partners, Inc.	606	$12,726

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 72
Ten largest holders: 72.0%
Index fund managers: 18.3%
Active managers and hedge funds: 13.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	14	1	6	0	+165K	+64.7%
Index fund managers	0	9	0	2	−490K	−46.8%
Other institutions	22	25	8	14	+131K	+6.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on SB Financial Group.

Only managers that filed a holdings report for both quarters are compared (86 here). 3 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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