148 tracked 13F filers disclose a position in SBSI as of the latest SEC 13F filings, a combined $501.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $130.6M | 4.2M | ▼−1.7% Reduced · −73K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $43.1M | 1.4M | ▲+0.5% Added · +7K sh | Q1 2026 | |
| 3 | STATE STREET CORP | $40.2M | 1.3M | ▼−1.1% Reduced · −15K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $38.5M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $22.4M | 721K | ▲+5.1% Added · +35K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $18.3M | 589K | →First observed position No prior filed position | Q1 2026 | |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $13.7M | 440K | ▼−4.4% Reduced · −20K sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $12.3M | 395K | ▲+140% Added · +230K sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $12.1M | 390K | ▼−3.9% Reduced · −16K sh | Q1 2026 | |
| 10 | GOLDMAN SACHS GROUP INC | $11.0M | 355K | ▲+1.0% Added · +4K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $10.7M | 343K | ▼−1.5% Reduced · −5K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $9.9M | 319K | ▲+2.7% Added · +8K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $8.9M | 285K | ▲+8.2% Added · +22K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $8.1M | 261K | ▼−2.1% Reduced · −6K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $7.8M | 252K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 16 | ProShare Advisors LLC | $6.4M | 207K | ▲+3.9% Added · +8K sh | Q1 2026 | |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6.4M | 205K | ▲New +205K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $5.6M | 179K | →First observed position No prior filed position | Q1 2026 | |
| 19 | JPMORGAN CHASE & CO | $5.4M | 177K | ▼−32% Reduced · −82K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $4.8M | 153K | ▲+8.0% Added · +11K sh | Q1 2026 | |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.5M | 144K | ▲+135% Added · +83K sh | Q1 2026 | |
| 22 | PRINCIPAL FINANCIAL GROUP INC | $4.2M | 136K | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $3.9M | 125K | ▲+6.2% Added · +7K sh | Q1 2026 | |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.6M | 115K | ▼−14% Reduced · −19K sh | Q1 2026 | |
| 25 | Empowered Funds, LLC | $3.1M | 100K | ▲+225% Added · +69K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in SBSI and 13 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 51 funds | $28.1B |
| ALPHABET INC-CL AGOOGL | 51 funds | $18.5B |
| UNITEDHEALTH GROUP INCUNH | 51 funds | $3.1B |
| SALESFORCE INCCRM | 51 funds | $2.9B |
| WELLS FARGO & COWFC | 51 funds | $2.8B |
| NVIDIA CORPNVDA | 50 funds | $41.3B |
| BROADCOM INCAVGO | 50 funds | $15.5B |
| META PLATFORMS INC-CLASS AMETA | 50 funds | $12.5B |
| JPMORGAN CHASE & COJPM | 50 funds | $9.3B |
| TESLA INCTSLA | 50 funds | $8.9B |
| ELI LILLY & COLLY | 50 funds | $7.8B |
| WALMART INCWMT | 50 funds | $5.3B |
Ranked by how many of SBSI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 9, 2026 | Craddock John Mitchell Jr. | Chief Operating Officer | Sell (S) | 486 | $16K |
| Feb 3, 2026 | Calhoun Kirk A. | Director | Buy (P) | 300 | $10K |
| Dec 4, 2025 | BUIE HERBERT C | Director | Buy (P) | 2K | $55K |
| May 23, 2025 | Calhoun Kirk A. | Director | Buy (P) | 300 | $8K |
| Nov 25, 2024 | MCCABE BRIAN K | COO | Sell (S) | 5K | $171K |
| Nov 25, 2024 | MCCABE BRIAN K | COO | Sell (S) | 7K | $246K |
| Nov 6, 2024 | GIBSON LEE R | CHIEF EXECUTIVE OFFICER, Director | Sell (S) | 3K | $121K |
| Nov 6, 2024 | DAVIS SUNI M | CHIEF RISK OFFICER | Sell (S) | 2K | $80K |
| Aug 23, 2024 | Arnold T L Jr | CCO | Sell (S) | 5K | $157K |
| Aug 7, 2024 | Arnold T L Jr | CCO | Sell (S) | 4K | $126K |
| Aug 1, 2024 | Green Jared C. | Regional President, ETR | Sell (S) | 864 | $29K |
| Jul 31, 2024 | SHAMBURGER JULIE | CFO | Sell (S) | 5K | $188K |
No filings captured for this ticker in the live stream yet.
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SBSI/capital-change-brief"
Use Arkolith's capital_change_brief for SBSI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SBSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.