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Sb Financial shares owned by ValMark Advisers

Quarter-by-quarter ownership of Sb Financial (SBFG) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Sb Financial

Tip: Access up to 7 years of quarterly data

All positions including Sb Financial held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sb Financial by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-12-31 $507k 23k 22.27
2025-09-30 $439k 23k 19.29

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPSB)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust State Street Spd (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Msci Emrg Chn (EMXC)

View all positions for ValMark Advisers

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