320 tracked 13F filers disclose a position in SFBS as of the latest SEC 13F filings, a combined $2.9B 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. | $543.6M | 7.5M | ▲+0.3% Added · +24K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $245.5M | 3.4M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $229.9M | 2.7M | ▲+4.4% Added · +112K sh | Q2 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $166.2M | 2.3M | →First observed position No prior filed position | Q1 2026 | |
| 5 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $99.0M | 1.4M | ▼−13% Reduced · −212K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $112.7M | 1.3M | ▲+6.0% Added · +74K sh | Q2 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $82.6M | 1.1M | ▲+0.9% Added · +10K sh | Q1 2026 | |
| 8 | JPMORGAN CHASE & CO | $74.7M | 1.0M | ▼−4.1% Reduced · −44K sh | Q1 2026 | |
| 9 | PRINCIPAL FINANCIAL GROUP INC | $71.7M | 985K | ▼−3.3% Reduced · −33K sh | Q1 2026 | |
| 10 | Welch Group, LLC | $71.1M | 976K | ▼−2.7% Reduced · −28K sh | Q1 2026 | |
| 11 | Davis Asset Management, L.P. | $79.0M | 910K | —Held | Q2 2026 | |
| 12 | VICTORY CAPITAL MANAGEMENT INC | $63.9M | 877K | ▲+20% Added · +144K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $60.7M | 834K | ▲+99% Added · +415K sh | Q1 2026 | |
| 14 | Copeland Capital Management, LLC | $64.0M | 738K | ▼−2.1% Reduced · −16K sh | Q2 2026 | |
| 15 | NORGES BANK | $47.9M | 667K | ▲+9.3% Added · +57K sh | Q4 2025 | |
| 16 | NORTHERN TRUST CORP | $46.9M | 643K | ▲+9.1% Added · +53K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $46.0M | 631K | ▼−7.3% Reduced · −50K sh | Q1 2026 | |
| 18 | FIRST TRUST ADVISORS LP | $41.0M | 563K | ▼−1.6% Reduced · −9K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $40.8M | 560K | ▲+3.1% Added · +17K sh | Q1 2026 | |
| 20 | WASATCH ADVISORS LP | $46.7M | 539K | ▼−2.5% Reduced · −14K sh | Q2 2026 | |
| 21 | Bank of New York Mellon Corp | $29.4M | 404K | ▼−2.8% Reduced · −12K sh | Q1 2026 | |
| 22 | VANGUARD FIDUCIARY TRUST CO | $25.6M | 351K | →First observed position No prior filed position | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $19.7M | 270K | ▼−23% Reduced · −82K sh | Q1 2026 | |
| 24 | Walleye Capital LLC | $23.2M | 267K | ▲New +267K sh | Q2 2026 | |
| 25 | Nuveen, LLC | $17.6M | 241K | ▲+108% Added · +125K 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 SFBS and 28 added to an existing one, while 13 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 | 172 funds | $236.3B |
| ALPHABET INC-CL AGOOGL | 170 funds | $146.8B |
| META PLATFORMS INC-CLASS AMETA | 170 funds | $99.9B |
| NVIDIA CORPNVDA | 169 funds | $349.3B |
| AMAZON.COM INCAMZN | 167 funds | $179.0B |
| JPMORGAN CHASE & COJPM | 167 funds | $55.2B |
| ELI LILLY & COLLY | 166 funds | $70.0B |
| TESLA INCTSLA | 166 funds | $66.4B |
| VISA INC-CLASS A SHARESV | 166 funds | $53.8B |
| APPLE INCAAPL | 165 funds | $260.2B |
| BROADCOM INCAVGO | 165 funds | $137.1B |
| CHEVRON CORPCVX | 164 funds | $30.7B |
Ranked by how many of SFBS's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 31, 2026 | Cashio J. Richard | Director | Sell (S) | 12K | $1.0M |
| Mar 24, 2026 | Cashio J. Richard | Director | Sell (S) | 42K | $3.1M |
| Aug 22, 2025 | BROUGHTON THOMAS A | Chairman, President, & CEO, Director | Sell (S) | 22K | $2.0M |
| Feb 13, 2025 | Mettler Christopher J | Director | Sell (S) | 18K | $1.6M |
| Feb 10, 2025 | Cashio J. Richard | Director | Sell (S) | 2K | $145K |
| Dec 24, 2024 | Mettler Christopher J | Director | Sell (S) | 2K | $130K |
| Dec 20, 2024 | Mettler Christopher J | Director | Sell (S) | 2K | $157K |
| Dec 19, 2024 | Mettler Christopher J | Director | Sell (S) | 1K | $86K |
| Dec 18, 2024 | Mettler Christopher J | Director | Sell (S) | 3K | $233K |
| Dec 11, 2024 | Mettler Christopher J | Director | Sell (S) | 4K | $385K |
| Dec 10, 2024 | Mettler Christopher J | Director | Sell (S) | 556 | $54K |
| Nov 21, 2024 | Mettler Christopher J | Director | Sell (S) | 3K | $316K |
Connected entities for SFBS
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/SFBS/capital-change-brief"
Use Arkolith's capital_change_brief for SFBS. 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 SFBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.