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 324 institutions that hold shares in the stock, with a total of 41.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
102
shares
|
$8,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
80
shares
|
$6,638
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
72
shares
|
$5,974
0.0% of portfolio
|
Q2 2025
Reduced 21.74%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
66
shares
|
$5,476
0.0% of portfolio
|
Q1 2025
Added 24.53%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
64
shares
|
$5,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
62
shares
|
$5,144
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
58
shares
|
$4,812
0.0% of portfolio
|
Q3 2024
Added 93.33%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
52
shares
|
$4,314
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
50
shares
|
$4,149
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$4,149
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
44
shares
|
$3,651
0.0% of portfolio
|
Q1 2025
Added 15.79%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$3,402
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
40
shares
|
$3,319
0.0% of portfolio
|
Q3 2023
Reduced 96.64%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
39
shares
|
$3,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
38
shares
|
$3,153
0.0% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
36
shares
|
$2,987
0.0% of portfolio
|
Q1 2025
Reduced 97.44%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
34
shares
|
$2,821
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
34
shares
|
$2,821
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
34
shares
|
$2,821
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
33
shares
|
$2,738
0.0% of portfolio
|
Q1 2024
Added 106.25%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
32
shares
|
$2,655
0.0% of portfolio
|
Q1 2025
Added 357.14%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
31
shares
|
$2,572
0.0% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
31
shares
|
$2,572
0.0% of portfolio
|
Q3 2023
Reduced 63.53%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
29
shares
|
$2,406
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
24
shares
|
$1,991
0.0% of portfolio
|
Q4 2024
New holding
|