Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
330 institutional managers reported holding SFBS for the quarter ended Mar 31, 2026. Together they hold about 70% of shares outstanding; the top 10 hold 43%. 55 opened new positions; 41 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 7.46M | 13.65% | $543.9M | unchanged | 2014 Q2 |
| Vanguard Group | 6.10M | 11.15% | $444.3M | unchanged | 2014 Q3 |
| State Street | 2.54M | 4.64% | $184.9M | added +3% | 2014 Q3 |
| Kayne Anderson Rudnick Investment Management LLC | 1.36M | 2.49% | $99.1M | trimmed -13.5% | 2021 Q1 |
| Geode Capital | 1.22M | 2.24% | $89.2M | added +3.9% | 2014 Q2 |
| Dimensional Fund Advisors | 1.13M | 2.07% | $82.6M | added +0.9% | 2015 Q3 |
| Principal Financial Group INC | 984.9k | 1.80% | $71.8M | trimmed -3.3% | 2016 Q2 |
| Welch Group, LLC | 975.9k | 1.78% | $71.1M | trimmed -2.7% | ≤2013 |
| Davis Asset Management, L.p. | 910.4k | 1.66% | $66.3M | added +4% | 2022 Q3 |
| Victory Capital Management INC | 877.4k | 1.60% | $63.9M | added +19.6% | 2015 Q3 |
| Goldman Sachs | 833.6k | 1.52% | $60.7M | added +99% | 2016 Q4 |
| Copeland Capital Management, LLC | 753.5k | 1.38% | $54.9M | opened | 2026 Q1 |
| Northern Trust | 643.3k | 1.18% | $46.9M | added +9.1% | 2014 Q2 |
| Morgan Stanley | 631.1k | 1.15% | $46.0M | trimmed -7.3% | 2014 Q2 |
| First Trust Advisors LP | 562.6k | 1.03% | $41.0M | trimmed -1.6% | 2014 Q4 |
| Charles Schwab Investment Management | 560.4k | 1.02% | $40.8M | added +3.2% | 2014 Q4 |
| Wasatch Advisors LP | 552.2k | 1.01% | $40.2M | added +14.6% | 2021 Q1 |
| Arete Wealth Advisors, LLC | 457.9k | 0.84% | $33.4M | opened | 2023 Q3 |
| Bragg Financial Advisors, INC | 440.8k | 0.81% | $32.1M | added +4.9% | 2020 Q1 |
| 1832 Asset Management L.p. | 425.7k | 0.78% | $31.0M | added +1.4% | 2025 Q4 |
| BNY Mellon | 404.3k | 0.74% | $29.5M | trimmed -2.8% | 2014 Q4 |
| Wells Fargo & COMPANY/MN | 270.5k | 0.49% | $19.7M | trimmed -23.3% | 2014 Q2 |
| Nuveen | 241.3k | 0.44% | $17.6M | added +107.7% | 2019 Q2 |
| Raymond James Financial INC | 235.0k | 0.43% | $17.1M | added +18.5% | 2016 Q1 |
| Deprince Race & Zollo INC | 233.8k | 0.43% | $17.0M | trimmed -56.4% | 2024 Q3 |
| Envestnet Asset Management INC | 214.0k | 0.39% | $15.6M | added +159.6% | 2020 Q1 |
| Qube Research & Technologies LTD | 205.2k | 0.38% | $14.9M | added +99.7% | 2024 Q3 |
| SEI Investments CO | 195.4k | 0.36% | $14.2M | added +40.1% | 2021 Q1 |
| Janus Henderson | 190.7k | 0.35% | $13.9M | added +685.5% | 2021 Q1 |
| UBS | 188.1k | 0.34% | $13.7M | trimmed -15.8% | 2014 Q2 |
| Public Sector Pension Investment Board | 179.8k | 0.33% | $13.1M | added +3.4% | 2016 Q2 |
| D. E. Shaw | 177.7k | 0.33% | $12.9M | added +84.2% | 2022 Q2 |
| Brevan Howard Capital Management LP | 170.0k | 0.31% | $12.4M | added +1384.2% | 2025 Q2 |
| Jacobs Asset Management, LLC (focused) | 150.0k | 0.27% | $10.9M | added +50% | 2023 Q4 |
| Mutual OF America Capital Management LLC | 142.9k | 0.26% | $10.4M | trimmed -4.2% | 2018 Q2 |
| Loomis Sayles & CO L P | 140.9k | 0.26% | $10.3M | added +24.2% | 2025 Q4 |
| American Century Companies INC | 137.9k | 0.25% | $10.0M | added +248.3% | 2019 Q4 |
| Waverly Advisors, LLC | 136.4k | 0.25% | $9.9M | trimmed -14.6% | 2014 Q2 |
| Rhumbline Advisers | 135.9k | 0.25% | $9.9M | trimmed -2.9% | 2015 Q2 |
| Bank OF America CORP /DE/ | 135.1k | 0.25% | $9.8M | added +47.7% | 2014 Q4 |
| Invesco | 116.6k | 0.21% | $8.5M | trimmed -6.7% | 2016 Q2 |
| Legal & General Group PLC | 115.5k | 0.21% | $8.4M | trimmed -10.7% | 2015 Q2 |
| Arlington Trust CO LLC | 113.8k | 0.21% | $8.3M | added +3296% | 2023 Q4 |
| Citadel Advisors | 113.7k | 0.21% | $8.3M | trimmed -38.1% | 2022 Q3 |
| Boothbay Fund Management, LLC | 113.2k | 0.21% | $8.3M | opened | 2026 Q1 |
| Ameriprise Financial INC | 112.4k | 0.21% | $8.2M | trimmed -5.6% | 2015 Q4 |
| Swiss National Bank | 102.4k | 0.19% | $7.5M | unchanged | 2015 Q4 |
| Stifel Financial CORP | 98.2k | 0.18% | $7.2M | added +35.8% | 2014 Q3 |
| Leavell Investment Management, INC. | 90.9k | 0.17% | $6.6M | unchanged | 2015 Q3 |
| Russell Investments Group, LTD. | 89.4k | 0.16% | $6.5M | added +31.1% | 2016 Q4 |
Largest 50 of 330 shown; the full ranked, searchable register is at boothcheck.com/holders/SFBS. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.