AI Holders Summary · Q1 2026

363 institutions reported SFBS in Q1 2026. BlackRock, Inc. leads at 25.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$544M7.5M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$246M3.4M0.01%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$185M2.5M0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$166M2.3M0.00%Q1 2026 05

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$99M1.4M0.29%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$89M1.2M0.01%Q1 2026 07

Welch Group, LLC

CIK 0001443095

$83M960K2.84%Q2 2026 08

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$83M1.1M0.02%Q1 2026 09

JPMORGAN CHASE & CO

CIK 0000019617

$75M1.0M0.00%Q1 2026 10

Stonegate Investment Group, LLC

CIK 0001904154

$74M920K1.72%Q3 2025 11

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$72M985K0.04%Q1 2026 12

Davis Asset Management, L.P.

CIK 0001945894

$66M910K1.92%Q1 2026 13

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$64M877K0.04%Q1 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$61M834K0.01%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$47M643K0.01%Q1 2026 16

WASATCH ADVISORS LP

CIK 0000814133

$47M539K0.31%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$46M631K0.00%Q1 2026 18

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$41M563K0.03%Q1 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$41M560K0.01%Q1 2026 20

Bragg Financial Advisors, Inc

CIK 0001327055

$32M441K1.02%Q1 2026

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