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Sb Financial shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Sb Financial (SBFG) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Sb Financial

Tip: Access up to 7 years of quarterly data

All positions including Sb Financial held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sb Financial by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $209k 9.4k 22.27
2025-09-30 $375k 19k 19.29
2025-06-30 $293k 15k 19.10
2025-03-31 $319k 15k 20.82
2024-12-31 $408k 20k 20.91

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Top funds holding Sb Financial

Manufacturers Life Insurance Company
Cutler Capital Management
BlackRock
Vanguard Group
Strategic Value Bank Partners
Dimensional Fund Advisors
Petiole USA
Pinnacle Holdings
Geode Capital Management
Bridgeway Capital Management
State Street Corporation
Goldman Sachs Group
Northern Trust
Jeffrey L. Gendell
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