SB Financial Group, Inc. (SBFG)

Accumulating

Institutional accumulation: ownership increased +1.11% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

50.91%

QoQ Change

+1.11%

Total Value

$67.1B

Shares Outstanding

6.3M

Crowding AnalysisCrowded

Holders71of 5,944

Avg: 68

Uncrowded84th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.03x

60th percentile

31 buying30 selling

+10

New

-6

Closed

+71K

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 4.1 QHolders: 71

Ownership Concentration

Top 5: 57.0%Top 10: 80.3%

MANUFACTURERS LIFE INSURANCE COMPANY, THE14.7%

BlackRock,12.3%

Cutler Capital Management,12.2%

VANGUARD CAPITAL MANAGEMENT9.3%

STRATEGIC VALUE BANK PARTNERS8.6%

Others (66)43.0%

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Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.89%Max: 3.09%High conviction (>1%): 4

MANUFACTURERS LIFE INSURANCE COMPANY, THE

BlackRock,

Cutler Capital Management,

VANGUARD CAPITAL MANAGEMENT

STRATEGIC VALUE BANK PARTNERS

DIMENSIONAL FUND ADVISORS

Petiole USA

Pinnacle Holdings,

GEODE CAPITAL MANAGEMENT,

GOLDMAN SACHS GROUP

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD CAPITAL MANAGEMENT$6M298K shr

NEWGOLDMAN SACHS GROUP$2M86K shr

BOUGHTBlackRock$157K7K shr

SOLDGEODE CAPITAL MANAGEMENT$125K6K shr

BOUGHTDIMENSIONAL FUND ADVISORS$119K6K shr

BOUGHTBlackRock$666K30K shr

SOLDPetiole USA$162K7K shr

BOUGHTDIMENSIONAL FUND ADVISORS$110K5K shr

SOLDSTRATEGIC VALUE BANK PARTNERS$104K5K shr

SOLDVANGUARD GROUP$54K2K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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