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Manulife Financial (SBFG) discloses 7.47% ownership in SB Financial Group

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

SB Financial Group, Inc. received an updated Schedule 13G/A (Amendment No. 10) from Manulife Financial Corporation and its indirect, wholly owned subsidiary Manulife Investment Management (US) LLC. Manulife Investment Management (US) LLC reports beneficial ownership of 468,892 shares of SB Financial common stock, representing 7.47% of the 6,275,117 shares outstanding as of May 7, 2026, as cited from the issuer’s Form 10-Q. Through its parent-subsidiary relationship, Manulife Financial Corporation may be deemed to share beneficial ownership of the same shares, while voting and dispositive powers are held at the subsidiary level.

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Beneficial ownership 468,892 shares Shares of SB Financial Group common stock beneficially owned by Manulife Investment Management (US) LLC
Ownership percentage 7.47% Percentage of SB Financial Group common stock class held by Manulife Investment Management (US) LLC
Shares outstanding 6,275,117 shares SB Financial Group common shares outstanding as of May 7, 2026, per issuer’s Form 10-Q
Amendment number Amendment No. 10 Amendment number of the Schedule 13G filing for SB Financial Group
beneficial ownership financial
"MIM (US) has beneficial ownership of 468,892 shares of Common Stock."
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 financial
"5 | Sole Voting Power 467,892.00"
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 financial
"7 | Sole Dispositive Power 467,892.00"
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.
Schedule 13G regulatory
"included as Exhibit A to Schedule 13F-NT filed with the"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

What ownership stake in SBFG does Manulife report in this Schedule 13G/A?

Manulife Investment Management (US) LLC reports beneficial ownership of 468,892 shares of SB Financial Group (SBFG) common stock, representing 7.47% of the class based on 6,275,117 shares outstanding as of May 7, 2026.

Who is the reporting person on this SBFG Schedule 13G/A filing?

The filing is made on behalf of Manulife Financial Corporation and its indirect, wholly owned subsidiary Manulife Investment Management (US) LLC, which holds the reported beneficial ownership position in SB Financial Group common stock.

How many SBFG shares were outstanding for the 7.47% calculation?

The 7.47% ownership of SB Financial Group (SBFG) is calculated using 6,275,117 shares of common stock outstanding as of May 7, 2026, as referenced from the issuer’s Form 10-Q filing.

Which entity holds voting and dispositive power over SBFG shares in this filing?

Manulife Investment Management (US) LLC holds the sole voting and sole dispositive power over the reported SB Financial Group shares, while Manulife Financial Corporation may be deemed to share beneficial ownership through its parent-subsidiary relationship.

What type of securities does Manulife hold in SBFG according to this filing?

Manulife Investment Management (US) LLC reports beneficial ownership of common stock of SB Financial Group (SBFG), identified by CUSIP 78408D105, under this Schedule 13G/A (Amendment No. 10).

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

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Learn about SEC filing dates





78408D105

(CUSIP Number)
06/30/2026

(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:08/05/2026
Manulife Investment Management (US) LLC
Signature:/s/ Paul Donahue
Name/Title:Paul Donahue / Chief Compliance Officer
Date:08/05/2026

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