SBFG
SB FINANCIAL GROUP, INC.Marquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $15 | $21 | +46% |
| Citadel Advisors | Q2 2025(8Q snapshot) | 4Q | $19 | $21 | +11% |
| AQR Capital Management | Q4 2025(8Q snapshot) | 2Q | $20 | $21 | +7% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Millennium Management 2× in & out | Q2 2025 | Q1 2026 | → $21 | +10% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SB FINANCIAL GROUP, INC.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Mar 4, 2026 — the most recent Form 4 on file — not from today.
- Form 40002106310-26-000003Mar 4, 2026
- Form 40001282208-26-000004Feb 20, 2026
- Form 40001585459-26-000002Feb 20, 2026
- Form 40001486762-26-000002Feb 11, 2026
- Form 40001600696-26-000002Feb 11, 2026
- Form 4/Aamend0001903379-26-000002Feb 6, 2026
- Form 40001903379-26-000001Feb 6, 2026
- Form 40001783965-26-000001Feb 6, 2026
- Form 40001748058-26-000001Feb 6, 2026
- Form 40002106310-26-000002Feb 6, 2026
- Form 40001303142-26-000001Feb 6, 2026
- Form 40001486762-26-000001Feb 6, 2026
- Form 40001482712-26-000001Feb 6, 2026
- Form 40001499923-26-000001Feb 6, 2026
- Form 40001600696-26-000001Feb 6, 2026
Fundamentals
XBRL · SB FINANCIAL GROUP, INC.Annual figures sourced directly from SB FINANCIAL GROUP, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SB FINANCIAL GROUP, INC. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQUARTERLY REPORTMay 7, 2026
- 8-KCURRENT REPORTApr 23, 2026
- 8-KCURRENT REPORTApr 22, 2026
- 8-KCURRENT REPORTApr 22, 2026
- DEF 14ADEFINITIVE PROXY STATEMENTMar 6, 2026
- 10-KANNUAL REPORTMar 6, 2026
- 8-KCURRENT REPORTFeb 2, 2026
- 8-KCURRENT REPORTJan 30, 2026
- 8-KCURRENT REPORTJan 23, 2026
- 8-KCURRENT REPORTDec 22, 2025
- 10-QQUARTERLY REPORTNov 6, 2025
- 8-KCURRENT REPORTNov 4, 2025
- 8-KCURRENT REPORTNov 4, 2025
- 8-KCURRENT REPORTOct 17, 2025
- 10-QQUARTERLY REPORTAug 7, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| AQR Capital Management | Q4 2025 | open | $20 | $21 | +7% |
| Renaissance Technologies | Q3 2025 | open | $21 | $21 | +2% |
| Citadel Advisors | Q2 2025 | open | $19 | $21 | +11% |
| Millennium Management | Q2 2025 | Q1 2026 | $19 | $21 | +10% |
| Millennium Management | Q3 2024 | Q4 2024 | $15 | $19 | +31% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $15 | $23 | +55% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.