SBFG SB FINL GROUP INC

Ownership history in Petiole USA ltd  ·  17 quarters on record

AI Ownership Summary

Petiole USA ltd reported SB FINL GROUP INC (SBFG) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.57% in 2024 Q3. The latest visible filing shows SBFG at 2.44% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SBFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Petiole USA ltd's position in SB FINL GROUP INC, 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 Q4

SBFG was reported at 2.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.57% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Petiole USA ltd held SBFG — position size vs. price
% of Fund (quarterly)    SBFG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 168,818 -7,269 -4.1% 2.44% $3.8M 2026-02-14 (Est.) $20.93
2025 Q3 UNCHANGED 176,087 0% 2.35% $3.4M 2025-11-13 $21.06
2025 Q2 UNCHANGED 176,087 0% 2.38% $3.4M 2025-08-13 $21.17
2025 Q1 REDUCED 176,087 -10,000 -5.4% 2.59% $3.7M 2025-05-14 $19.47
2024 Q4 REDUCED 186,087 -79,623 -30.0% 2.45% $3.9M 2025-02-13 $22.94
2024 Q3 UNCHANGED 265,710 0% 3.57% $5.5M 2024-11-13 $18.20
2024 Q2 UNCHANGED 265,710 0% 3.12% $3.7M 2024-08-13 $14.69
2024 Q1 UNCHANGED 265,710 0% 2.86% $3.7M 2024-05-14 $13.01
2023 Q4 UNCHANGED 265,710 0% 3.05% $4.1M 2024-02-13 $13.95
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Petiole USA ltd and SBFG

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

How long has Petiole USA ltd reported owning SBFG?

Petiole USA ltd reported SBFG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SBFG position in Petiole USA ltd's portfolio?

The largest reported portfolio weight for SBFG was 3.57% in 2024 Q3.

What is the latest reported SBFG position on this page?

The most recent filing on this page is 2025 Q4, when Petiole USA ltd reported 168,818 shares, equal to 2.44% of portfolio, with an estimated market value of $3.8M.

What does the chart on this SBFG ownership page compare?

The chart compares Petiole USA ltd'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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