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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
23
shares
|
$1,908
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
21
shares
|
$1,742
0.0% of portfolio
|
Q3 2024
Added 2000.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
19
shares
|
$1,576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17
shares
|
$1,410
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
17
shares
|
$1,410
0.0% of portfolio
|
Q2 2025
Reduced 65.31%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$1,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
12
shares
|
$995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
12
shares
|
$995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
12
shares
|
$995
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
11
shares
|
$912
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
8
shares
|
$663
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7
shares
|
$580
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
4
shares
|
$331
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3
shares
|
$248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3
shares
|
$248
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
2
shares
|
$165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$82
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1
shares
|
$82
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
1
shares
|
$82
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1
shares
|
$82
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|