Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
SB FINL GROUP INC
13F holders
70
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 70 · Source: 13F-HR01
Barrett & Company, Inc.
—
—
02
Obermeyer Wealth Partners
—
—
03
Studio Investment Management LLC
—
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04
R.H. Dinel Investment Counsel, Inc.
—
—
05
Presima Securities ULC
—
—
06
Bonness Enterprises Inc.
—
—
07
Axa S.a.
—
—
08
Compass Investment Advisers LLC
—
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09
State Street
—
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10
Traub Capital Management LLC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
6 transactions · 5 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SBFG in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SBFG lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SBFG — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 15:15 UTC.