SBFG β€” SB FINANCIAL GRO

Ownership history in MARSHALL WACE, LLP  Β·  2 quarters on record

AI Ownership Summary

MARSHALL WACE, LLP reported SB FINANCIAL GRO (SBFG) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows SBFG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SBFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARSHALL WACE, LLP's position in SB FINANCIAL GRO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SBFG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MARSHALL WACE, LLP held SBFG β€” position size vs. price
% of Fund (quarterly)    SBFG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 44,745 +24,652 +122.7% 0.00% $863K 2025-11-13 $21.06
2025 Q2 INITIATED 20,093 β€” β€” 0.00% $384K 2025-08-13 $21.17

FAQ About MARSHALL WACE, LLP and SBFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARSHALL WACE, LLP reported owning SBFG?

MARSHALL WACE, LLP reported SBFG across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported SBFG position in MARSHALL WACE, LLP's portfolio?

The largest reported portfolio weight for SBFG was 0.00% in 2025 Q3.

What is the latest reported SBFG position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL WACE, LLP reported 44,745 shares, equal to 0.00% of portfolio, with an estimated market value of $863K.

What does the chart on this SBFG ownership page compare?

The chart compares MARSHALL WACE, LLP's quarterly SBFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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