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CAPTRUST FINANCIAL ADVISORS: SFBS position timeline

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

CAPTRUST FINANCIAL ADVISORS held 21,418 SFBS 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 21,418 shares
    Change vs previous 13F +3,431 shares

    <0.01% of the 13F portfolio, value $1,858,014.

    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 17,987 shares
    Change vs previous 13F +251 shares

    <0.01% of the 13F portfolio, value $1,309,990.

    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 17,736 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $1,273,269.

    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 17,720 shares
    Change vs previous 13F -951 shares

    <0.01% of the 13F portfolio, value $1,426,992.

    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 18,671 shares
    Change vs previous 13F +114 shares

    <0.01% of the 13F portfolio, value $1,447,189.

    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 18,557 shares
    Change vs previous 13F +153 shares

    <0.01% of the 13F portfolio, value $1,532,808.

    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 18,404 shares
    Change vs previous 13F -89 shares

    <0.01% of the 13F portfolio, value $1,559,555.

    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 18,493 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,487,762.

    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).