SB FINL GROUP INC

$SBFG
Institutional coverage

70 13F filers hold $SBFG.

13F holders
70
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

2 holders · Q1 2026

Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 70 · Source: 13F-HR
01
Barrett & Company, Inc.
0.01% of portfolio
470,502 sh
02
Obermeyer Wealth Partners
2.24% of portfolio
390,137 sh
03
Studio Investment Management LLC
3.09% of portfolio
274,163 sh
04
R.H. Dinel Investment Counsel, Inc.
2.48% of portfolio
168,818 sh
05
Presima Securities ULC
1.11% of portfolio
156,910 sh
06
Bonness Enterprises Inc.
0.03% of portfolio
81,511 sh
07
Axa S.a.
72,410 sh
08
Compass Investment Advisers LLC
71,254 sh
09
State Street
66,689 sh
10
Traub Capital Management LLC
47,896 sh
See all 70 13F holders · Pro →

Insider activity · last 90 days

6 transactions · 5 filers
04 Feb 2026
Hardgrove Richard L
▼ SOLD
977
$22.15
S
23 Jun 2025
Claxton Timothy L.
▲ BOUGHT
2,000
$17.64
P
20 Jun 2025
Klein Mark A
▲ BOUGHT
100
$17.55
P
13 Feb 2025
Homoelle David A.
▼ SOLD
937
$23.43
S
06 Mar 2025
Homoelle David A.
▲ BOUGHT
322
$21.15
P
26 Feb 2025
Carter George W
▲ BOUGHT
134
$21.08
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $SBFG in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:13 UTC.