Institutional Ownership Servis First Bancshares, Inc. (SFBS)
This table provides information about the institutional ownership of Servis First Bancshares, Inc. (SFBS). We have compiled data on the 338 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,692,972
shares
|
$548 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
5,885,697
shares
|
$419 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Champlain Investment Partners, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
2,696,260
shares
|
$192 Million
1.72% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,381,074
shares
|
$170 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
1,935,710
shares
|
$138 Million
0.4% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
1,181,620
shares
|
$84.2 Million
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,121,797
shares
|
$79.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
1,016,556
shares
|
$72.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.88%
|
|
|
Davis Capital Partners, LLC
Sausalito, CA |
Aug 12, 2022 Q2 2022 |
1,000,000
shares
|
$71.3 Million
4.49% of portfolio
|
Q1 2022
Reduced 6.69%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
996,465
shares
|
$71 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
983,776
shares
|
$70.1 Million
3.1% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
962,164
shares
|
$68.6 Million
0.01% of portfolio
|
Q3 2025
Added 34.67%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
919,701
shares
|
$65.5 Million
1.77% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Davis Asset Management, L.P.
Sausalito, CA |
Nov 14, 2025 Q3 2025 |
763,562
shares
|
$54.4 Million
2.19% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Wasatch Advisors Inc
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
667,781
shares
|
$47.6 Million
0.3% of portfolio
|
Q3 2025
Added 31.63%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
622,281
shares
|
$44.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
549,471
shares
|
$39.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
540,247
shares
|
$38.5 Million
0.01% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
528,011
shares
|
$37.6 Million
0.03% of portfolio
|
Q3 2025
Added 61.62%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Oct 17, 2025 Q3 2025 |
514,203
shares
|
$36.6 Million
0.85% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
421,587
shares
|
$30 Million
0.0% of portfolio
|
Q3 2025
Added 32.8%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
420,200
shares
|
$29.9 Million
1.15% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
366,076
shares
|
$26.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
303,115
shares
|
$21.6 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
245,729
shares
|
$17.5 Million
0.02% of portfolio
|
Q3 2025
Added 1.1%
|
|