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.
| # | 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 | ▲New +3.4M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $184.9M | 2.5M | ▲+3.0% Added · +74K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $166.2M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 5 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $99.0M | 1.4M | ▼−13% Reduced · −212K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $89.2M | 1.2M | ▲+3.9% Added · +46K sh | Q1 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. | $66.3M | 910K | ▲+4.0% Added · +35K sh | Q1 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 | $54.9M | 754K | ▲New +754K sh | Q1 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 | ▲New +351K sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $19.7M | 270K | ▼−23% Reduced · −82K sh | Q1 2026 | |
| 24 | Nuveen, LLC | $17.6M | 241K | ▲+108% Added · +125K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $17.1M | 235K | ▲+18% Added · +37K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 18, 2026 | Cashio J. Richard | Director | Grant (A) | 788 | $0 |
| May 18, 2026 | Filler James J | Director | Grant (A) | 788 | $0 |
| May 18, 2026 | Holloway Elizabeth Bugg | Director | Grant (A) | 788 | $0 |
| May 18, 2026 | Mettler Christopher J | Director | Grant (A) | 788 | $0 |
| May 18, 2026 | Smith Hatton C.V. | Director | Grant (A) | 788 | $0 |
| May 18, 2026 | TUDER IRMA LOYA | Director | Grant (A) | 788 | $0 |
| Mar 24, 2026 | Cashio J. Richard | Director | Sell (S) | 42K | $3.1M |
| Mar 12, 2026 | TUDER IRMA LOYA | Director | Option exercise (M) | 8K | $285K |
| Mar 12, 2026 | TUDER IRMA LOYA | Director | Option exercise (M) | 8K | $285K |
| Feb 9, 2026 | RUSHING RODNEY ELDON | COO, EVP | Grant (A) | 2K | $0 |
| Feb 9, 2026 | BROUGHTON THOMAS A | Chairman, President, & CEO, Director | Grant (A) | 6K | $0 |
| Jan 20, 2026 | RUSHING RODNEY ELDON | COO, EVP | Grant (A) | 2K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 114 funds | $12.1B |
| MICROSOFT CORPMSFT | 113 funds | $46.9B |
| VISA INC-CLASS A SHARESV | 113 funds | $10.0B |
| NVIDIA CORPNVDA | 111 funds | $64.6B |
| BROADCOM INCAVGO | 111 funds | $23.8B |
| META PLATFORMS INC-CLASS AMETA | 111 funds | $20.1B |
| COSTCO WHOLESALE CORPCOST | 111 funds | $8.0B |
| AMAZON.COM INCAMZN | 110 funds | $36.4B |
| ALPHABET INC-CL AGOOGL | 110 funds | $29.2B |
| TESLA INCTSLA | 110 funds | $15.4B |
| JPMORGAN CHASE & COJPM | 110 funds | $14.9B |
| MASTERCARD INC - AMA | 110 funds | $7.9B |
Ranked by how many of SFBS's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.