CAPTRUST FINANCIAL ADVISORS
Holdings in SBSI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,106,317 | 36,404 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,010,333 | 35,764 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $1,049,856 | 35,673 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $1,027,211 | 35,470 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,125,098 | 35,425 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,285,149 | 38,443 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $973,445 | 35,257 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $1,018,665 | 34,850 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $1,463,458 | 46,726 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,342,098 | 46,763 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $947,332 | 36,213 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $1,202,902 | 36,232 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,299,346 | 36,103 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,269,353 | 35,898 | Shares | Sole | 2022-11-16 |
| 2022-06-30 | $1,341,619 | 35,853 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $1,465,960 | 35,904 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,456,674 | 34,832 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,334,980 | 34,865 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $1,332,124 | 34,845 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $1,343,999 | 34,900 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,070,969 | 34,514 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $843,177 | 34,514 | Shares | Sole | 2020-11-17 |
| 2020-06-30 | $956,728 | 34,514 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $1,048,880 | 34,514 | Shares | Sole | 2020-05-15 |