SBK Financial, Inc.
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 208,985
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/2/2026 | 187 | 208,985 | 13F-HR | SBK Financial, Inc. |
| Q2 2026 | 11/2/2026 | 206 | 151,664 | 13F-HR | SBK Financial, Inc. |
| Q1 2026 | 11/2/2026 | 393 | 117,496 | 13F-HR | SBK Financial, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.85 K | 23.4% | 0 | 755 | -755 |
| ETFs | 160.1 K | 76.6% | 58.07 K | 0 | 58.07 K |
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Fund Snapshot
Q3 2026
Latest filed
11/2/2026
Total value ($000)
208,985
Holdings
187
QoQ value change ($000)
57,321
(37.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.