Who owns SFBS (SFBS)
Which tracked institutional funds hold SFBS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SFBS company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
89 tracked funds added or opened SFBS while 49 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SFBS’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SFBS more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SFBS divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 345 tracked filers holding SFBS, 209 increased or opened the position and 135 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SFBS between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- VANGUARD PORTFOLIO MANAGEMENT LLC$246M
- VANGUARD CAPITAL MANAGEMENT LLC$166M
- Copeland Capital Management, LLC$55M
- Arete Wealth Advisors, LLC$44M
- VANGUARD FIDUCIARY TRUST CO$26M
- BOOTHBAY FUND MANAGEMENT, LLC$8M
Full exits 14
- VANGUARD GROUP INC$431M
- Champlain Investment Partners, LLC$113M
- NewEdge Advisors, LLC$66M
- Clarkston Capital Partners, LLC$9M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$4M
- Edgestream Partners, L.P.$3M
Largest adds
- GOLDMAN SACHS GROUP INC$31M
- JANUS HENDERSON GROUP PLC$12M
- Brevan Howard Capital Management LP$11M
- VICTORY CAPITAL MANAGEMENT INC$11M
- ENVESTNET ASSET MANAGEMENT INC$10M
- Nuveen, LLC$9M
Largest trims
- BlackRock, Inc.$139M
- DEPRINCE RACE & ZOLLO INC$21M
- MILLENNIUM MANAGEMENT LLC$15M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$14M
- Creative Planning$11M
- WELLS FARGO & COMPANY/MN$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,424,455 | $395M | 11.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,371,184 | $246M | 7.3% | 2026-Q1 |
| STATE STREET CORP added | 2,538,231 | $185M | 5.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,282,033 | $166M | 4.9% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,360,003 | $99M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,224,643 | $89M | 2.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,133,669 | $83M | 2.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,035,620 | $75M | 2.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 984,937 | $72M | 2.1% | 2026-Q1 |
| Welch Group, LLC trimmed | 975,931 | $71M | 2.1% | 2026-Q1 |
| Davis Asset Management, L.P. added | 910,376 | $66M | 2.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 877,405 | $64M | 1.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 833,586 | $61M | 1.8% | 2026-Q1 |
| Copeland Capital Management, LLC new | 753,526 | $55M | 1.6% | 2026-Q1 |
| NORGES BANK trimmed | 589,235 | $49M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 643,281 | $47M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 631,090 | $46M | 1.4% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 457,892 | $44M | 1.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 562,559 | $41M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 560,392 | $41M | 1.2% | 2026-Q1 |
| WASATCH ADVISORS LP added | 552,153 | $40M | 1.2% | 2026-Q1 |
| Bragg Financial Advisors, Inc added | 440,834 | $32M | 0.9% | 2026-Q1 |
| 1832 Asset Management L.P. added | 425,687 | $31M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 404,290 | $29M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 351,400 | $26M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 270,493 | $20M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 241,342 | $18M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 235,047 | $17M | 0.5% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC trimmed | 233,777 | $17M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 214,015 | $16M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 205,157 | $15M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 195,355 | $14M | 0.4% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 190,651 | $14M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 179,803 | $13M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 177,692 | $13M | 0.4% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 170,000 | $12M | 0.4% | 2026-Q1 |
| JACOBS ASSET MANAGEMENT, LLC added | 150,000 | $11M | 0.3% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 142,862 | $10M | 0.3% | 2026-Q1 |
| LOOMIS SAYLES & CO L P added | 140,917 | $10M | 0.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 137,882 | $10M | 0.3% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 136,429 | $10M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 135,944 | $10M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 135,140 | $10M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 116,622 | $8M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 115,500 | $8M | 0.2% | 2026-Q1 |
| Arlington Trust Co LLC added | 113,765 | $8M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 113,656 | $8M | 0.2% | 2026-Q1 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 113,234 | $8M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 112,432 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank | 102,368 | $7M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 98,214 | $7M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 95,946 | $7M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 92,163 | $7M | 0.2% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 90,854 | $7M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 89,375 | $7M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 89,271 | $7M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 88,749 | $6M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 88,202 | $6M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 87,086 | $6M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 85,696 | $6M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 82,405 | $6M | 0.2% | 2026-Q1 |
| FJ Capital Management LLC new | 79,906 | $6M | 0.2% | 2026-Q1 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | 78,063 | $6M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 76,738 | $6M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 71,580 | $5M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 68,024 | $5M | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 58,070 | $5M | 0.1% | 2026-Q1 |
| TrueWealth Advisors, LLC | 65,463 | $5M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 66,283 | $5M | 0.1% | 2026-Q1 |
| PEREGRINE CAPITAL MANAGEMENT LLC trimmed | 64,980 | $5M | 0.1% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 61,903 | $5M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 59,024 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 57,451 | $4M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 50,934 | $4M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 48,904 | $4M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 48,041 | $3M | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 46,095 | $3M | 0.1% | 2026-Q1 |
| PMC FIG Opportunities LLC added | 45,593 | $3M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 45,020 | $3M | 0.1% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 44,526 | $3M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 42,342 | $3M | 0.1% | 2026-Q1 |
| Vest Financial, LLC added | 40,842 | $3M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 40,511 | $3M | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 39,676 | $3M | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 37,991 | $3M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 37,755 | $3M | 0.1% | 2026-Q1 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 37,516 | $3M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 36,468 | $3M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 36,343 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 6,003,981 | $431M | 12.7% | 2025-Q4 stale |
| Champlain Investment Partners, LLC trimmed | 1,568,859 | $113M | 3.3% | 2025-Q4 stale |
| Stonegate Investment Group, LLC trimmed | 919,701 | $74M | 2.2% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 919,505 | $66M | 1.9% | 2025-Q4 stale |
| JARISLOWSKY, FRASER Ltd trimmed | 303,115 | $24M | 0.7% | 2025-Q3 stale |
| Gotham Asset Management, LLC added | 722,950 | $17M | 0.5% | 2025-Q2 stale |
| Ceredex Value Advisors LLC trimmed | 167,750 | $14M | 0.4% | 2025-Q3 stale |
| Clarkston Capital Partners, LLC | 120,000 | $9M | 0.3% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 55,274 | $4M | 0.1% | 2025-Q4 stale |
| Edgestream Partners, L.P. trimmed | 47,544 | $3M | 0.1% | 2025-Q4 stale |
| Cresset Asset Management, LLC trimmed | 31,551 | $3M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.