Who owns SB Financial Group Inc, from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).
Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.
Strategic Value Investors LP: 3.9% · 243,628 shares — Ben Mackovak: 3.9% · 243,628 shares — Marty Adams: 3.9% · 243,628 shares
Manulife Financial Corporation: 0.0% · 0 shares — Manulife Investment Management (US) LLC: 7.5% · 467,892 shares
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Sign up freeEvery institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of SB Financial Group Inc they hold. Together these 94 managers report 56.46% of shares outstanding.
| Investor | Position value | Shares | % of their portfolio | % of company | As of |
|---|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.8M | 467,892 | 0.01% | 7.48% | June 30, 2026 |
| Cutler Capital Management, LLC | $9.8M | 387,852 | 2.55% | 6.20% | June 30, 2026 |
92 more institutional holders behind a free account
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Sign up freeFunds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 95 funds hold 22.46% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.
| Fund | Position value | % of net assets | % of company | As of |
|---|---|---|---|---|
| John Hancock Financial Opportunities Fund | $6.5M | 0.81% | 4.11% | June 30, 2026 |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | $4.53M | 0.00% | 2.87% | June 30, 2026 |
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