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CAPTRUST FINANCIAL ADVISORS: SBSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on SBSI, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 31,725 SBSI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,725 shares
    Change vs previous 13F +597 shares

    <0.01% of the 13F portfolio, value $1,116,403.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,128 shares
    Change vs previous 13F -5,276 shares

    <0.01% of the 13F portfolio, value $967,763.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 36,404 shares
    Change vs previous 13F +640 shares

    <0.01% of the 13F portfolio, value $1,106,318.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,764 shares
    Change vs previous 13F +91 shares

    <0.01% of the 13F portfolio, value $1,010,333.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,673 shares
    Change vs previous 13F +203 shares

    <0.01% of the 13F portfolio, value $1,049,856.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,470 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $1,027,211.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,425 shares
    Change vs previous 13F -3,018 shares

    <0.01% of the 13F portfolio, value $1,125,098.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,443 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,285,149.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).