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SB Financial: Manulife reports a 7.48% stake

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

SB Financial Group, Inc. (SBFG) Schedule 13G amendment reports that Manulife Investment Management (US) LLC beneficially owns 467,011 common shares, or 7.48%, with sole voting and dispositive power over those shares. SB Financial Group had 6,246,126 common shares outstanding as of May 7, 2026, according to its Form 10-Q.

Item 4 says Manulife Financial Corporation, the investment manager’s parent, may be deemed to beneficially own the same shares through that relationship. Manulife Financial Corporation’s cover page separately reports zero beneficially owned shares and zero voting and dispositive power.

Beneficially owned shares 467,011 shares Manulife Investment Management (US) LLC; sole voting and dispositive power
Ownership percentage 7.48% Manulife Investment Management (US) LLC's reported beneficial ownership
Shares outstanding 6,246,126 shares SB Financial Group common shares outstanding as of May 7, 2026
Beneficially owned shares reported on cover page 0 shares Manulife Financial Corporation's cover page; Item 4 says it may be deemed to own the investment manager's shares
beneficial ownership regulatory
"MIM (US) has beneficial ownership of 467,011 shares"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
sole voting power regulatory
"Sole Voting Power 467,011.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power regulatory
"Sole Dispositive Power 467,011.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many SBFG shares does Manulife Investment Management report owning?

Manulife Investment Management (US) LLC reports beneficial ownership of 467,011 SBFG common shares, or 7.48%.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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78408D105

(CUSIP Number)
09/30/2026

(Date of Event Which Requires Filing of this Statement)


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)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Manulife Financial Corporation
Signature:/s/ Graham Miller
Name/Title:Graham Miller / Agent*
Date:11/11/2026
Manulife Investment Management (US) LLC
Signature:/s/ Paul Donahue
Name/Title:Paul Donahue / Chief Compliance Officer
Date:11/11/2026

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

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