SCHEDULE: FJ Capital Management Amends SBFG Stake
Ownership Disclosure
FJ Capital Management LLC and related entities have filed an amendment to their Schedule 13G, reporting a 4.07% beneficial ownership stake in SB Financial Group, Inc.
Summary
- FJ Capital Management LLC, Financial Opportunity Fund LLC, and Martin Friedman are the reporting persons.
- They collectively beneficially own 265,791 shares of SB Financial Group, Inc. (SBFG) common stock.
- This represents 4.07% of the class of securities.
- The shares are held by Financial Opportunity Fund LLC, with FJ Capital Management LLC as its managing member, and Martin Friedman as the managing member of FJ Capital Management LLC.
- The reporting persons disclaim beneficial ownership except to the extent of their pecuniary interest.
Sentiment
Score: 5
Explanation: A Schedule 13G filing is a routine disclosure of beneficial ownership and typically carries a neutral sentiment unless it indicates a significant change in investor interest (e.g., crossing a 5% threshold, or a significant reduction/increase). This amendment reports ownership below 5%, suggesting a passive investment.
Positives
- NA
Negatives
- NA
Risks
- NA
Future Outlook
NA
Industry Context
NA
Comparison to Industry Standards
- NA
Management Changes
| Role | Previous Person | New Person | Effective Date | Reason |
|---|---|---|---|---|
| NA | NA | NA | NA | This filing type (Schedule 13G) does not typically contain information on management changes. |
Corporate Governance
| Change Type | Description | Effective Date | Impact Assessment |
|---|---|---|---|
| NA | NA | NA | This filing type (Schedule 13G) does not typically contain information on corporate governance changes. |
Legal Proceedings
- NA
Related Party Transactions
- NA
Stakeholder Impact
- NA
Next Steps
- NA
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of Event Which Requires Filing of this Statement |
| 07/17/2025 | Signature Date for FJ Capital Management LLC |
| 07/17/2025 | Signature Date for Financial Opportunity Fund LLC |
| 07/17/2025 | Signature Date for Martin Friedman |
Keywords
SB Financial Group, SBFG, FJ Capital Management, Financial Opportunity Fund, Martin Friedman, Beneficial Ownership, Schedule 13G, Common Stock, Investment Management, Financial Services
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