SB FINL GROUP INC

Ticker: SBFG CUSIP: 78408D105 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (4)

PNC Financial Services Group, Inc.
Value ($000) $2 Shares 79
GAMMA Investing LLC
Value ($000) $0 Shares 7
ROTHSCHILD INVESTMENT LLC
Value ($000) $0 Shares 4
MAI Capital Management
Value ($000) $0 Shares 2

Increased Positions (20)

PRINCETON CAPITAL MANAGEMENT LLC
Value ($000) $321 (+45.8%) Shares 14,408 (+26.3%)
BARCLAYS PLC
Value ($000) $758 (+2802.2%) Shares 34,053 (+2579.2%)
BlackRock, Inc.
Value ($000) $8,627 (+25.1%) Shares 387,370 (+8.4%)
GOLDMAN SACHS GROUP INC
Value ($000) $1,136 (+43.0%) Shares 51,019 (+23.8%)
HSBC HOLDINGS PLC
Value ($000) $568 (+46.5%) Shares 25,936 (+30.7%)
DIMENSIONAL FUND ADVISORS LP
Value ($000) $4,278 (+18.5%) Shares 192,095 (+2.6%)
MORGAN STANLEY
Value ($000) $571 (+32.4%) Shares 25,640 (+14.7%)
STATE STREET CORP
Value ($000) $1,485 (+20.7%) Shares 66,689 (+4.6%)
AQR CAPITAL MANAGEMENT LLC
Value ($000) $296 (+46.7%) Shares 13,301 (+27.0%)
WELLS FARGO & COMPANY/MN
Value ($000) $204 (+48.2%) Shares 9,151 (+28.4%)
DEUTSCHE BANK AG\
Value ($000) $92 (+116.2%) Shares 4,141 (+87.3%)
CITIGROUP INC
Value ($000) $44 (+3186.1%) Shares 1,964 (+2746.4%)
BANK OF AMERICA CORP /DE/
Value ($000) $395 (+29.1%) Shares 17,725 (+11.8%)
Bank of New York Mellon Corp
Value ($000) $363 (+28.0%) Shares 16,313 (+10.9%)
FMR LLC
Value ($000) $10 (+5416.1%) Shares 431 (+4688.9%)
BNP PARIBAS ARBITRAGE, SA
Value ($000) $41 (+17.4%) Shares 1,821 (+1.7%)
State of Wyoming
Value ($000) $2 (+17.8%) Shares 102 (+2.0%)
ACADIAN ASSET MANAGEMENT LLC
Value ($000) $0 (+29.9%) Shares 11,828 (+12.3%)
CWM, LLC
Value ($000) $0 (+61.5%) Shares 940 (+39.3%)
Covestor Ltd
Value ($000) $0 (0.0%) Shares 38 (+40.7%)

Decreased Positions (24)

Strategic Value Bank Partners LLC
Value ($000) $6,106 (+13.5%) Shares 274,163 (-1.7%)
Petiole USA ltd
Value ($000) $3,760 (+10.7%) Shares 168,818 (-4.1%)
RITHOLTZ WEALTH MANAGEMENT
Value ($000) $209 (-44.3%) Shares 9,375 (-51.8%)
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Value ($000) $464 (-30.5%) Shares 20,839 (-39.8%)
CITADEL ADVISORS LLC
Value ($000) $333 (-41.7%) Shares 14,964 (-49.5%)
RENAISSANCE TECHNOLOGIES LLC
Value ($000) $611 (-10.9%) Shares 27,425 (-22.8%)
NORTHERN TRUST CORP
Value ($000) $1,038 (+3.1%) Shares 46,601 (-10.7%)
Farther Finance Advisors, LLC
Value ($000) $3 (-94.6%) Shares 139 (-95.3%)
RHUMBLINE ADVISERS
Value ($000) $143 (-10.4%) Shares 6,441 (-22.4%)
JPMORGAN CHASE & CO
Value ($000) $76 (-23.2%) Shares 3,432 (-33.4%)
UBS Group AG
Value ($000) $13 (-68.6%) Shares 604 (-72.8%)
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Value ($000) $370 (+5.7%) Shares 16,615 (-8.5%)
Tower Research Capital LLC (TRC)
Value ($000) $11 (-12.8%) Shares 495 (-24.4%)
GSA CAPITAL PARTNERS LLP
Value ($000) $0 (-10.3%) Shares 11,730 (-22.3%)
Russell Investments Group, Ltd.
Value ($000) $13 (-3.1%) Shares 567 (-16.1%)
Sterling Capital Management LLC
Value ($000) $7 (-7.1%) Shares 330 (-19.5%)
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Value ($000) $61 (+12.9%) Shares 2,727 (-2.2%)
EverSource Wealth Advisors, LLC
Value ($000) $1 (-48.4%) Shares 25 (-55.4%)
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
Value ($000) $8 (+9.2%) Shares 351 (-5.4%)
ROYAL BANK OF CANADA
Value ($000) $1 (0.0%) Shares 46 (-28.1%)

Exited Positions (6)

MARSHALL WACE, LLP
Value ($000) $863 Shares 44,745
Squarepoint Ops LLC
Value ($000) $213 Shares 11,060
MILLENNIUM MANAGEMENT LLC
Value ($000) $214 Shares 11,105
SRS Capital Advisors, Inc.
Value ($000) $3 Shares 153
WHITTIER TRUST CO
Value ($000) $0 Shares 20
Clearstead Advisors, LLC
Value ($000) $0 Shares 6