Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sb Finl Group Inc (SBFG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — SBFG

Based on 74 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SBFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
74 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
+30 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.
🟡

Slight buying edge — 52% buying

32 buying29 selling
Last quarter: 32 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 15 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 23% medium ■ 24% new
39 out of 74 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.
⚠️

Saturation — most institutions already know this story

3 → 21 → 15 → 5 → 10 new funds/Q
New funds entering each quarter: 21 → 15 → 5 → 10. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 62% veterans vs 32% newcomers

■ 62% veterans ■ 5% 1-2yr ■ 32% new
Entry-cohort mix of 74 holders: 46 (62%) are 2+ year veterans, 4 entered 1–2 years ago, and 24 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
27 of 74 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — SBFG

In 2026 Q1, 32 hedge funds were net buyers of SBFG (10 opened a new position, 22 added to an existing one), while 29 reduced or exited (22 trimmed, 7 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 37% of total institutional value in SBFG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 74.

Hedge Fund Ownership: SBFG

How many hedge funds hold SBFG — quarterly history vs. share price
Quarterly hedge fund ownership of SBFG vs. share price

Market Analysis: SBFG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SBFG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sb Finl Group Inc (SBFG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SBFG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
SBFG
+9.6%
XLF
+9.5%

SBFG outperformed XLF by +0.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
SBFG
+3.4%
XLF
+5.8%

Since the filing became public, SBFG outperformed XLF by -2.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: SBFG
73 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 73 71 2.82%
13F Shares 3M 3M 1.41%
Total Value $71M $75M -4.92%
New Positions 9 5 +4
Increased Positions 22 25 -3
Closed Positions 7 6 +1
Reduced Positions 22 27 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SBFG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

73 + investors

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

QUARTER:
Top 25 SBFG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Value Bank Partners LLC 3.09% 274,163 $5.8M
2 Petiole USA ltd 2.48% 168,818 $3.5M
3 Cutler Capital Management, LLC 2.22% 390,137 $8.2M
4 Pinnacle Holdings, LLC 1.07% 156,910 $3.3M
5 PL Capital Advisors, LLC 0.19% 30,000 $630K
6 Princeton Capital Management LLC 0.11% 18,408 $387K
7 Bridgeway Capital Management, LLC 0.03% 81,511 $1.7M
8 Globeflex Capital L P 0.02% 7,085 $149K
9 Venture Visionary Partners LLC 0.02% 23,968 $503K
10 Gendell Jeffrey L 0.01% 46,286 $972K
11 SJS Investment Consulting Inc. 0.01% 3,794 $80K
12 Manufacturers Life Insurance Company, the 0.01% 470,502 $9.9M
13 Empowered Funds, LLC 0.01% 46,021 $966K
14 Valmark Advisers, Inc. 0.01% 22,917 $481K
15 First Manhattan CO. LLC. 0.00% 35,627 $748K
16 O'shaughnessy Asset Management, LLC 0.00% 17,415 $366K
17 Essential Partners LLC 0.00% 135 $3K
18 Renaissance Technologies LLC 0.00% 27,825 $584K
19 Creative Financial Designs Inc /Adv 0.00% 705 $15K
20 Strs Ohio 0.00% 7,000 $147K
21 Tower Research Capital LLC (TRC) 0.00% 888 $19K
22 Farther Finance Advisors, LLC 0.00% 2,468 $51K
23 Ameritas Investment Partners, Inc. 0.00% 606 $13K
24 Arrowstreet Capital, Limited Partnership 0.00% 31,001 $651K
25 HSBC Holdings plc 0.00% 31,832 $672K
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 (SBFG)

What does the Smart Money Trend signal show for SBFG?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SBFG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SBFG?

Slight buying edge — 52% buying: Last quarter: 32 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SBFG holders?

Strong quality — 37% AUM from major funds: 27 of 74 holders rank in the top 100 by AUM, accounting for 37% 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?

53% of holders stayed for 2+ years: 39 out of 74 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.

Is it too late to buy Sb Finl Group Inc (SBFG) following the 2026 Q1 hedge fund 13F filings?

As of today, SBFG has moved +3.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -2.4%. Since the quarter end (March 31, 2026), SBFG has gained +9.6% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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