SB FINL GROUP INC COM (SBFG): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SB FINL GROUP INC COM (SBFG)

69 + Investors. Track Smart Money conviction in SBFG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SBFG

Based on 69 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

69 hedge funds hold SBFG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +68% more funds vs a year ago

fund count last 6Q

+28 new funds entered over the past year (+68% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟠

More sellers than buyers — 49% buying

30 buying31 selling

Last quarter: 31 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 3 → 21 → 14 → 5. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 22% medium ■ 25% new

37 out of 69 hedge funds have held SBFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (+14% value, -1% shares)

Value

+14%

-1%

Last quarter: total value of institutional SBFG holdings rose +14% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📊

Peak discovery — momentum slowing

4 → 3 → 21 → 14 → 5 new funds/Q

New funds entering each quarter: 3 → 21 → 14 → 5. SBFG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 4% 1-2yr ■ 29% new

Of 69 current holders: 46 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

24 of 69 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.6

out of 10

Moderate Exit Risk

Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	69	69	-
13F Shares	3M	3M	-1.44%
Total Value	$69M	$60M	13.98%
New Positions	5	14	-9
Increased Positions	25	24	+1
Closed Positions	5	4	+1
Reduced Positions	26	15	+11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

13F Shares

-1.44%

Total Value

$69M

$60M

13.98%

New Positions

-9

Increased Positions

Closed Positions

Reduced Positions

+11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

69 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SBFG. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 13 institutional holders of SBFG — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	STRATEGIC VALUE BANK PARTNERS LLC	3.09%	274,163	$5.8M
2	SJS Investment Consulting Inc.	0.01%	3,794	$80K
3	CREATIVE FINANCIAL DESIGNS INC /ADV	0.00%	705	$15K
4	STRS OHIO	0.00%	7,000	$147K
5	Farther Finance Advisors, LLC	0.00%	2,468	$51K
6	HSBC HOLDINGS PLC	0.00%	31,832	$672K
7	Police & Firemen's Retirement System of New Jersey	0.00%	1,532	$32K
8	Sterling Capital Management LLC	0.00%	190	$4K
9	True Wealth Design, LLC	0.00%	5	—
10	GAMMA Investing LLC	0.00%	14	—
11	SBI Securities Co., Ltd.	0.00%	5	—
12	IFP Advisors, Inc	0.00%	5	—
13	Root Financial Partners, LLC	0.00%	1	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — SB FINL GROUP INC COM (SBFG)

What does the Smart Money Trend signal show for SBFG?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for SBFG?

More sellers than buyers — 49% buying: Last quarter: 31 funds reduced or exited vs 30 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SBFG holders?

Strong quality — 36% AUM from major funds: 24 of 69 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SBFG?

54% of holders stayed for 2+ years: 37 out of 69 hedge funds have held SBFG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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SB FINL GROUP INC COM (SBFG)

Smart Money Signals — SBFG

No change last quarter

At the ownership peak (100% of max)

Fast accumulation — +68% more funds vs a year ago

More sellers than buyers — 49% buying

Fewer new buyers each quarter (-9 vs last Q)

54% of holders stayed for 2+ years

Price up while funds trimmed (+14% value, -1% shares)

Peak discovery — momentum slowing

Deep conviction — 67% of holders stayed 2+ years

Strong quality — 36% AUM from major funds

Hedge Fund Ownership: SBFG

Market Analysis: SBFG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SBFG

Hedge Fund Positioning: SBFG

Statistics: SBFG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SB FINL GROUP INC COM (SBFG)

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