STOCK TITAN

Manulife Investment Management Reports 5.18% Passive Stake in EBMT

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Manulife Investment Management (US) LLC reports beneficial ownership of 410,513 shares of Eagle Bancorp Montana Inc common stock, representing 5.18% of the 7,925,177 shares the issuer reported outstanding. The filing is made on behalf of Manulife Financial Corporation and its indirect, wholly owned subsidiary and states that MIM (US) has sole voting and dispositive power over the disclosed shares while Manulife Financial Corporation reports no direct voting or dispositive power.

The document is a Schedule 13G amendment reflecting a passive institutional position and includes a joint filing agreement exhibit and signatures from authorized representatives. Through the parent-subsidiary relationship, the parent may be deemed to beneficially own these shares.

Positive

  • None.

Negative

  • None.

Insights

TL;DR: Manulife's MIM holds a passive 5.18% stake (410,513 shares) in EBMT; disclosure crosses the 5% threshold but shows no control intent.

The Schedule 13G/A indicates a passive institutional position rather than an activist or control-seeking posture. The 5.18% holding is material because it exceeds the 5% reporting threshold and must be disclosed, but the filing shows sole voting and dispositive power for the advisory subsidiary rather than shared control or coordinated action. For investors, this is a notable ownership disclosure but not evidence of strategic change at the company.

TL;DR: Crossing 5% triggers reporting; the amendment records ownership and a parent-subsidiary relationship but does not show collaborative group action.

The filing documents that an investment adviser affiliate holds the position and that the parent may be deemed to beneficially own the same shares by virtue of the corporate relationship. The absence of shared voting power or group identification suggests this is a passive, regulatory disclosure. Governance implications are limited unless the holder later signals active engagement or seeks board influence.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Manulife Financial Corporation
Signature:/s/ Graham Miller
Name/Title:Graham Miller / Agent*
Date:08/06/2025
Manulife Investment Management (US) LLC
Signature:/s/ Paul M. Donahue
Name/Title:Paul Donahue / Chief Compliance Officer
Date:08/08/2025

Comments accompanying signature: *Signed pursuant to a Power of Attorney dated January 17, 2018 included as Exhibit A to Schedule 13F- NT filed with the Securities and Exchange Commission by Manulife Financial Corporation on January 29, 2018. The original statement shall be signed by each person on whose behalf the statement is filed or his authorized representative. If the statement is signed on behalf of a person by his authorized representative other than an executive officer or general partner of the filing person, evidence of the representative's authority to sign on behalf of such person shall be filed with the statement, provided, however, that a power of attorney for this purpose which is already on file with the Commission may be incorporated by reference. The name and any title of each person who signs the statement shall be typed or printed beneath his signature. NOTE: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7 for other parties for whom copies are to be sent. Attention: Intentional misstatements or omissions of fact constitute Federal criminal violations (See 18 U.S.C. 1001)
Exhibit Information

EXHIBIT A - JOINT FILING AGREEMENT

FAQ

How many EBMT shares does Manulife Investment Management (US) LLC own?

The filing reports 410,513 shares beneficially owned by Manulife Investment Management (US) LLC.

What percentage of EBMT does Manulife's holding represent?

The reported stake equals 5.18% of the company's outstanding common stock.

Is this filing indicating active control or a passive investment?

This is a Schedule 13G amendment, which in the filing reflects a passive institutional position rather than an intent to exert control.

Does Manulife Financial Corporation directly hold EBMT shares?

The filing shows Manulife Financial Corporation may be deemed to beneficially own the shares through its subsidiary, while its reported direct voting and dispositive power are zero.

Who signed the disclosure on behalf of the filers?

The statement is signed by authorized representatives, including Graham Miller for Manulife Financial Corporation and Paul M. Donahue as Chief Compliance Officer for Manulife Investment Management (US) LLC.