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 337 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
3,286
shares
|
$234,127
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
3,200
shares
|
$228,000
0.0% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Nov 14, 2025 Q3 2025 |
3,190
shares
|
$227,287
0.03% of portfolio
|
Q3 2025
Reduced 78.01%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,130
shares
|
$223,012
0.1% of portfolio
|
Q3 2025
Reduced 26.51%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
3,100
shares
|
$220,875
0.06% of portfolio
|
Q3 2025
Reduced 11.43%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,100
shares
|
$220,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
3,082
shares
|
$219,592
0.0% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
3,048
shares
|
$217,170
0.02% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,047
shares
|
$217,098
0.0% of portfolio
|
Q3 2025
Added 17.33%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
3,012
shares
|
$214,605
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2025 Q3 2025 |
3,000
shares
|
$213,750
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,912
shares
|
$207,480
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,836
shares
|
$202,065
0.0% of portfolio
|
Q3 2025
Reduced 84.37%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
2,754
shares
|
$196,222
0.17% of portfolio
|
Q3 2025
Reduced 28.5%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2025 Q3 2025 |
2,727
shares
|
$194,298
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
2,725
shares
|
$194,156
0.0% of portfolio
|
Q2 2025
Reduced 52.4%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
2,683
shares
|
$191,163
0.01% of portfolio
|
Q3 2025
Reduced 66.53%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,673
shares
|
$190,451
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,646
shares
|
$188,527
0.03% of portfolio
|
Q3 2025
Reduced 7.8%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
2,565
shares
|
$182,756
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,558
shares
|
$182,257
0.0% of portfolio
|
Q3 2025
Reduced 13.26%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
2,525
shares
|
$179,906
0.03% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
2,516
shares
|
$179,265
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,115
shares
|
$150,693
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
2,083
shares
|
$148,413
0.0% of portfolio
|
Q3 2025
Reduced 8.48%
|
|