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Sb Financial shares owned by True Wealth Design

Quarter-by-quarter ownership of Sb Financial (SBFG) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in Sb Financial

Tip: Access up to 7 years of quarterly data

All positions including Sb Financial held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sb Financial by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $112 5 22.40
2025-09-30 $136 7 19.43

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View all positions for True Wealth Design

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
Empowered Funds

View all funds holding Sb Financial