SB FINANCIAL GROUP, INC. SBFG
CIK 0000767405 · CUSIP 78408D105
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 928047 · View history | $9.16M 474,948 shares | 0.01% | -1.63K(-0.3%)Reduced | SEC filing ↗ Nov 14, 2025 | ▾ |
| 02 | Cutler Capital Management, LLC CIK 1353098 · View history | $7.56M 391,683 shares | 2.42% | -300(-0.1%)Reduced | SEC filing ↗ Nov 14, 2025 | ▾ |
| 03 | VANGUARD GROUP INC CIK 102909 · View history | $7.20M 373,203 shares | 0.00% | -2.67K(-0.7%)Reduced | SEC filing ↗ Nov 7, 2025 | ▾ |
| 04 | BlackRock, Inc. CIK 2012383 · View history | $6.90M 357,473 shares | 0.00% | +64.27K(+21.9%)Added | SEC filing ↗ Nov 12, 2025 | ▾ |
| 05 | STRATEGIC VALUE BANK PARTNERS LLC CIK 1904067 · View history | $5.38M 278,822 shares | 3.83% | -73.99K(-21.0%)Reduced | SEC filing ↗ Oct 20, 2025 | ▾ |
| 06 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $3.61M 187,165 shares | 0.00% | +557(+0.3%)Added | SEC filing ↗ Nov 12, 2025 | ▾ |
| 07 | Petiole USA ltd CIK 1600202 · View history | $3.40M 176,087 shares | 2.35% | 0(0.0%)Unchanged | SEC filing ↗ Nov 13, 2025 | ▾ |
| 08 | Pinnacle Holdings, LLC CIK 1411784 · View history | $3.03M 156,909 shares | 1.06% | 0(0.0%)Unchanged | SEC filing ↗ Nov 12, 2025 | ▾ |
| 09 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $2.79M 144,654 shares | 0.00% | -4.13K(-2.8%)Reduced | SEC filing ↗ Nov 12, 2025 | ▾ |
| 10 | BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 1107261 · View history | $1.57M 81,511 shares | 0.03% | +2.96K(+3.8%)Added | SEC filing ↗ Nov 14, 2025 | ▾ |
| 11 | STATE STREET CORP CIK 93751 · View history | $1.23M 63,763 shares | 0.00% | +7.44K(+13.2%)Added | SEC filing ↗ Nov 14, 2025 | ▾ |
| 12 | NORTHERN TRUST CORP CIK 73124 · View history | $1.01M 52,176 shares | 0.00% | -4.18K(-7.4%)Reduced | SEC filing ↗ Nov 14, 2025 | ▾ |
| 13 | GENDELL JEFFREY L CIK 1056581 · View history | $892.86K 46,286 shares | 0.02% | 0(0.0%)Unchanged | SEC filing ↗ Nov 14, 2025 | ▾ |
| 14 | Empowered Funds, LLC CIK 1592828 · View history | $887.75K 46,021 shares | 0.01% | +2.96K(+6.9%)Added | SEC filing ↗ Nov 13, 2025 | ▾ |
| 15 | MARSHALL WACE, LLP CIK 1318757 · View history | $863.13K 44,745 shares | 0.00% | +24.65K(+122.7%)Added | SEC filing ↗ Nov 13, 2025 | ▾ |
| 16 | GOLDMAN SACHS GROUP INC CIK 886982 · View history | $794.73K 41,199 shares | 0.00% | +27.74K(+206.1%)Added | SEC filing ↗ Nov 14, 2025 | ▾ |
| 17 | FIRST MANHATTAN CO. LLC. CIK 728083 · View history | $687.25K 35,627 shares | 0.00% | 0(0.0%)Unchanged | SEC filing ↗ Nov 14, 2025 | ▾ |
| 18 | RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history | $685.28K 35,525 shares | 0.00% | +13.39K(+60.5%)Added | SEC filing ↗ Nov 13, 2025 | ▾ |
| 19 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 1423442 · View history | $667.72K 34,615 shares | 0.00% | +9.57K(+38.2%)Added | SEC filing ↗ Nov 13, 2025 | ▾ |
| 20 | BARCLAYS PLC CIK 312069 · Amended · View history | $609.47K 31,595 shares | 0.00% | +18.95K(+149.9%)Added | SEC filing ↗ Mar 31, 2026 | ▾ |
Showing 20 / 74 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 74 reporting institutions.
This page includes 20 of 74 reporting institutions. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
+ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 74 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_security_holders
{"cusip":"78408D105","quarter":"2025Q3","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.