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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
7,651
shares
|
$634,879
0.03% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
7,613
shares
|
$631,726
0.0% of portfolio
|
Q2 2025
Added 20.4%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
7,206
shares
|
$597,953
0.0% of portfolio
|
Q1 2025
Reduced 84.33%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,893
shares
|
$571,981
0.0% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,580
shares
|
$546,008
0.0% of portfolio
|
Q4 2024
Added 23.89%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,573
shares
|
$545,427
0.0% of portfolio
|
Q2 2023
Reduced 8.5%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
6,430
shares
|
$533,561
0.0% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
6,192
shares
|
$513,812
0.26% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
6,139
shares
|
$509,414
0.13% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
6,126
shares
|
$508,335
0.08% of portfolio
|
Q1 2025
Reduced 51.11%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
6,104
shares
|
$506,509
0.01% of portfolio
|
Q1 2025
Added 20.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
6,070
shares
|
$503,688
0.01% of portfolio
|
Q2 2024
Added 8571.43%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
6,000
shares
|
$497,880
0.01% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
6,000
shares
|
$497,880
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
5,810
shares
|
$482,113
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
5,778
shares
|
$479,458
0.01% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,725
shares
|
$475,060
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
5,380
shares
|
$446,432
0.0% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
5,375
shares
|
$446,017
0.0% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
5,354
shares
|
$444,274
0.0% of portfolio
|
Q4 2022
Added 56.23%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
5,330
shares
|
$442,283
0.03% of portfolio
|
Q4 2024
Reduced 50.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
5,224
shares
|
$433,487
0.0% of portfolio
|
Q1 2025
Added 53.92%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
5,208
shares
|
$432,159
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,161
shares
|
$428,259
0.01% of portfolio
|
Q4 2022
Reduced 2.38%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
5,145
shares
|
$426,932
0.02% of portfolio
|
Q1 2025
Added 98.5%
|