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 293 institutions that hold shares in the stock, with a total of 39.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
132
shares
|
$12,240
0.0% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
131
shares
|
$12,147
0.0% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
127
shares
|
$11,776
0.0% of portfolio
|
Q3 2024
Added 111.67%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
116
shares
|
$10,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
110
shares
|
$10,200
0.0% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
109
shares
|
$10,107
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
104
shares
|
$9,643
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
98
shares
|
$9,087
0.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
65
shares
|
$6,027
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
62
shares
|
$5,749
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
58
shares
|
$5,378
0.0% of portfolio
|
Q3 2024
Added 93.33%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
57
shares
|
$5,285
0.0% of portfolio
|
Q3 2024
Added 1325.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
52
shares
|
$4,821
0.0% of portfolio
|
Q1 2024
Reduced 8.77%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
50
shares
|
$4,636
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$4,636
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
49
shares
|
$4,543
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
49
shares
|
$4,543
0.0% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$3,801
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
40
shares
|
$3,709
0.0% of portfolio
|
Q3 2023
Reduced 96.64%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
40
shares
|
$3,709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
38
shares
|
$3,523
0.0% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
34
shares
|
$3,152
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
34
shares
|
$3,152
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
34
shares
|
$3,152
0.0% of portfolio
|
Q4 2023
Reduced 5.56%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
33
shares
|
$3,060
0.0% of portfolio
|
Q1 2024
Added 106.25%
|