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Security record

SBFG

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
36Tracked holders
+1Δ holders
1.92MShares held
$48.46MReported value
+8New positions
−7Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.9% · share flow -4.2% · net new positions +2.8%formula
Ownership fragmentation — more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 36 +1 1.92M $48.46M +8 −7
Q1 2026 36 -1 2.01M $42.21M +1 −2
Q4 2025 37 -2 2.06M $45.80M −2
Q3 2025 14 +2 1.18M $22.67M +2
Q2 2025 9 +3 994.39K $18.99M +3
Q1 2025 4 +2 156.12K $3.25M +2
Q4 2024 2 -1 89.07K $1.86M −1
Q3 2024 2 -1 84.60K $1.74M −1
Q2 2024 3 94.47K $1.32M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Manufacturers Life Insurance… 467.89K -0.6% $11.82M 0.0% ▼ Trim 3 SEC ↗
2 Vanguard Capital Management Llc 253.93K -14.7% $6.42M 0.0% ▼ Trim 2 SEC ↗
3 Ameriprise Financial Inc 241.46K New $6.10M 0.0% New 1 SEC ↗
4 Dimensional Fund Advisors Lp 202.63K +2.5% $5.12M 0.0% ▲ Add 3 SEC ↗
5 Dimensional Fund Advisors Lp 202.63K +2.5% $5.12M 0.0% ▲ Add 3 SEC ↗
6 Dimensional Fund Advisors Lp 202.63K +2.5% $5.12M 0.0% ▲ Add 3 SEC ↗
7 Dimensional Fund Advisors Lp 202.63K +2.5% $5.12M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (passive) 158.82K -59.8% $4.01M 0.0% ▼ Trim 5 SEC ↗
9 BlackRock (passive) 158.82K -59.8% $4.01M 0.0% ▼ Trim 5 SEC ↗
10 BlackRock (passive) 158.82K -59.8% $4.01M 0.0% ▼ Trim 5 SEC ↗
11 BlackRock (passive) 158.82K -59.8% $4.01M 0.0% ▼ Trim 5 SEC ↗
12 Geode Capital Management (passive) 71.13K -48.9% $1.80M 0.0% ▼ Trim 9 SEC ↗
13 Geode Capital Management (passive) 71.13K -48.9% $1.80M 0.0% ▼ Trim 9 SEC ↗
14 Goldman Sachs Group 58.05K -32.1% $1.47M 0.0% ▼ Trim 4 SEC ↗
15 Marshall Wace 57.91K New $1.46M 0.0% New 1 SEC ↗
16 Marshall Wace 57.91K New $1.46M 0.0% New 1 SEC ↗
17 Arrowstreet Capital 48.87K +57.6% $1.23M 0.0% ▲ Add 5 SEC ↗
18 Renaissance Technologies 39.85K +43.2% $1.01M 0.0% ▲ Add 5 SEC ↗
19 Hsbc Holdings Plc 38.14K +19.8% $927,516 0.0% ▲ Add 3 SEC ↗
20 First Manhattan Co. Llc. 35.63K 0.0% $900,294 0.0% Held 3 SEC ↗
21 Morgan Stanley 29.49K +23.9% $745,165 0.0% ▲ Add 4 SEC ↗
22 Morgan Stanley 29.49K +23.9% $745,165 0.0% ▲ Add 4 SEC ↗
23 Morgan Stanley 29.49K +23.9% $745,165 0.0% ▲ Add 4 SEC ↗
24 Morgan Stanley 29.49K +23.9% $745,165 0.0% ▲ Add 4 SEC ↗
25 Morgan Stanley 29.49K +23.9% $745,165 0.0% ▲ Add 4 SEC ↗
26 Morgan Stanley 29.49K +23.9% $745,165 0.0% ▲ Add 4 SEC ↗
27 Barclays Plc 27.37K -0.6% $691,741 0.0% ▼ Trim 3 SEC ↗
28 Barclays Plc 27.37K -0.6% $691,741 0.0% ▼ Trim 3 SEC ↗
29 Citadel Advisors 25.77K +75.6% $651,334 0.0% ▲ Add 6 SEC ↗
30 Millennium Management 22.52K New $569,055 0.0% New 1 SEC ↗
31 State Street Global Advisors (passive) 21.95K -69.7% $554,677 0.0% ▼ Trim 7 SEC ↗
32 AQR Capital Management 19.46K +50.6% $491,756 0.0% ▲ Add 4 SEC ↗
33 AQR Capital Management 19.46K +50.6% $491,756 0.0% ▲ Add 4 SEC ↗
34 AQR Capital Management 19.46K +50.6% $491,756 0.0% ▲ Add 4 SEC ↗
35 AQR Capital Management 19.46K +50.6% $491,756 0.0% ▲ Add 4 SEC ↗
36 AQR Capital Management 19.46K +50.6% $491,756 0.0% ▲ Add 4 SEC ↗
37 Alliancebernstein L.P. 21.61K +53.0% $453,915 0.0% ▲ Add 2 SEC ↗
38 Northern Trust Corp 13.88K -72.0% $350,874 0.0% ▼ Trim 3 SEC ↗
39 Northern Trust Corp 13.88K -72.0% $350,874 0.0% ▼ Trim 3 SEC ↗
40 Bank Of America Corp /De/ 13.76K -29.9% $347,766 0.0% ▼ Trim 3 SEC ↗
41 UBS Group AG 12.66K +1142.8% $320,019 0.0% ▲ Add 3 SEC ↗
42 UBS Group AG 12.66K +1142.8% $320,019 0.0% ▲ Add 3 SEC ↗
43 Qube Research & Technologies Ltd 9.92K New $250,704 0.0% New 1 SEC ↗
44 Jane Street Group, Llc 9.81K New $247,974 0.0% New 1 SEC ↗
45 Jane Street Group, Llc 9.81K New $247,974 0.0% New 1 SEC ↗
46 Squarepoint Ops LLC 8.81K New $222,679 0.0% New 1 SEC ↗
47 Bnp Paribas Financial Markets 2.97K +72.1% $75,102 0.0% ▲ Add 3 SEC ↗
48 Jones Financial Companies Lllp 2.99K 0.0% $73,904 0.0% Held 3 SEC ↗
49 Wells Fargo & Company/Mn 2.20K -53.4% $55,508 0.0% ▼ Trim 3 SEC ↗
50 Wells Fargo & Company/Mn 2.20K -53.4% $55,508 0.0% ▼ Trim 3 SEC ↗
51 Rhumbline Advisers 2.19K -65.9% $55,265 0.0% ▼ Trim 3 SEC ↗
52 JPMorgan Chase 326 -86.4% $7,974 0.0% ▼ Trim 4 SEC ↗
53 JPMorgan Chase 326 -86.4% $7,974 0.0% ▼ Trim 4 SEC ↗
54 Russell Investments Group, Ltd. 270 -56.1% $6,821 0.0% ▼ Trim 3 SEC ↗
55 Northwestern Mutual Wealth… 263 0.0% $6,646 0.0% Held 3 SEC ↗
56 Fidelity (FMR) 83 +260.9% $2,097 0.0% ▲ Add 4 SEC ↗
57 Royal Bank Of Canada 75 New $2,000 0.0% New 1 SEC ↗
58 Pnc Financial Services Group, Inc. 73 0.0% $1,845 0.0% Held 3 SEC ↗
59 Assetmark, Inc 46 New $1,162 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Ameriprise Financial Inc $6.10M 0.0%
Marshall Wace $1.46M 0.0%
Marshall Wace $1.46M 0.0%
Millennium Management $569,055 0.0%
Qube Research & Technologies… $250,704 0.0%
Jane Street Group, Llc $247,974 0.0%
Jane Street Group, Llc $247,974 0.0%
Squarepoint Ops LLC $222,679 0.0%
Royal Bank Of Canada $2,000 0.0%
Assetmark, Inc $1,162 0.0%

Exited

Charles Schwab Investment… $348,915 was 0.0%
Bank of New York Mellon Corp $316,157 was 0.0%
New York State Common… $69,300 was 0.0%
MIRAE ASSET GLOBAL ETFS… $58,695 was 0.0%
Deutsche Bank Ag\ $56,889 was 0.0%
Legal & General Group Plc $11,256 was 0.0%
Citigroup Inc $5,523 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 75 holders, 3.40M shares, $71.19M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API