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 295 institutions that hold shares in the stock, with a total of 39.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
34
shares
|
$3,239
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
33
shares
|
$3,144
0.0% of portfolio
|
Q1 2024
Added 106.25%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
31
shares
|
$2,953
0.0% of portfolio
|
Q3 2023
Reduced 63.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
26
shares
|
$2,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
21
shares
|
$2,001
0.0% of portfolio
|
Q3 2024
Added 2000.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
14
shares
|
$1,334
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
12
shares
|
$1,143
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
10
shares
|
$952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
7
shares
|
$667
0.0% of portfolio
|
Q4 2023
Reduced 95.1%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
4
shares
|
$381
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
4
shares
|
$381
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4
shares
|
$381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
4
shares
|
$381
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1
shares
|
$95
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
1
shares
|
$95
0.0% of portfolio
|
Q2 2024
New holding
|