Latest Institutional Purchases of Servis First Bancshares, Inc. (SFBS)
This list provides information on the latest institutional transactions involving Servis First Bancshares, Inc. (SFBS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
303+ 0.85% |
$20.7K - $24.9K
|
35.8K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
302+ 0.95% |
$20.7K - $24.8K
|
32K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
272+ 1.83% |
$18.6K - $22.4K
|
15.1K
$1.13M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
223+ 655.88% |
$15.3K - $18.3K
|
257
$19.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Profund Advisors LLC
|
BUY
|
- |
219+ 5.72% |
$15K - $18K
|
4.05K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
187+ 3.95% |
$12.8K - $15.4K
|
4.93K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
185+ 637.93% |
$12.7K - $15.2K
|
214
$16K
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
BUY
|
- |
183+ 4.78% |
$12.5K - $15K
|
4.01K
$300K
|
|
|
Jul 18, 2025
Q2 2025
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
180+ 2.33% |
$12.3K - $14.8K
|
7.89K
$590K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
142+ 0.5% |
$9.72K - $11.7K
|
28.5K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
138+ 2.69% |
$9.45K - $11.3K
|
5.27K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
125+ 6.35% |
$8.56K - $10.3K
|
2.09K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
114+ 0.61% |
$7.81K - $9.37K
|
18.7K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
114+ 2.19% |
$7.81K - $9.37K
|
5.32K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
110+ 23.86% |
$7.53K - $9.04K
|
571
$42.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
106New |
$7.26K - $8.71K
|
106
$7.93K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
105+ 0.72% |
$7.19K - $8.63K
|
14.8K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.87% |
$6.85K - $8.22K
|
11.6K
$865K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
91+ 1137.5% |
$6.23K - $7.48K
|
99
$7.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
75+ 0.33% |
$5.14K - $6.17K
|
22.5K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
71+ 308.7% |
$4.86K - $5.84K
|
94
$7.03K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
70+ 1.15% |
$4.79K - $5.75K
|
6.14K
$459K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
49+ 13.57% |
$3.36K - $4.03K
|
410
$30.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
48+ 6.28% |
$3.29K - $3.95K
|
812
$60.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
44+ 0.49% |
$3.01K - $3.62K
|
9.05K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
40+ 0.08% |
$2.74K - $3.29K
|
47.9K
$3.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
BUY
|
- |
39New |
$2.67K - $3.21K
|
39
$2.92K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
36+ 0.43% |
$2.47K - $2.96K
|
8.44K
$632K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
35+ 0.96% |
$2.4K - $2.88K
|
3.68K
$275K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
34New |
$2.33K - $2.8K
|
34
$2.54K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
30New |
$2.05K - $2.47K
|
30
$2.24K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
28+ 1.04% |
$1.92K - $2.3K
|
2.73K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Sagard Holdings Management Inc.
Toronto, A6 |
BUY
|
- |
24New |
$1.64K - $1.97K
|
24
$1.79K
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
23+ 0.03% |
$1.58K - $1.89K
|
66K
$4.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
19+ 11.73% |
$1.3K - $1.56K
|
181
$13.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
17+ 6.37% |
$1.16K - $1.4K
|
284
$21.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17New |
$1.16K - $1.4K
|
17
$1.27K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
15+ 5.75% |
$1.03K - $1.23K
|
276
$20.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 43.75% |
$959 - $1.15K
|
46
$3.44K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13New |
$890 - $1.07K
|
13
$972
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
11+ 366.67% |
$753 - $904
|
14
$1.05K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 5.76% |
$753 - $904
|
202
$15.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
9+ 0.21% |
$616 - $740
|
4.26K
$318K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
9New |
$616 - $740
|
9
$673
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9New |
$616 - $740
|
9
$673
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 33.33% |
$479 - $575
|
28
$2.09K
|
|
|
Jul 08, 2025
Q2 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
7+ 0.21% |
$479 - $575
|
3.36K
$251K
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.01% |
$479 - $575
|
65.6K
$4.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5+ 13.89% |
$342 - $411
|
41
$3.07K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3New |
$205 - $247
|
3
$224
|