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 336 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 |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
238
shares
|
$16,957
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
237
shares
|
$16,886
0.0% of portfolio
|
Q3 2025
Added 30.94%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
230
shares
|
$16,387
0.0% of portfolio
|
Q3 2025
Added 13.86%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
217
shares
|
$15,461
0.0% of portfolio
|
Q3 2025
Added 675.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
167
shares
|
$11,898
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
162
shares
|
$11,542
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
149
shares
|
$10,616
0.0% of portfolio
|
Q3 2025
Added 380.65%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
139
shares
|
$9,903
0.01% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
125
shares
|
$8,906
0.0% of portfolio
|
Q2 2025
Reduced 80.56%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
125
shares
|
$8,906
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
121
shares
|
$8,621
0.0% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
111
shares
|
$7,908
0.0% of portfolio
|
Q3 2025
Reduced 9.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
105
shares
|
$7,481
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
104
shares
|
$7,410
0.0% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
99
shares
|
$7,053
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
96
shares
|
$6,840
0.0% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
93
shares
|
$6,626
0.0% of portfolio
|
Q3 2025
Added 29.17%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
76
shares
|
$5,415
0.0% of portfolio
|
Q3 2025
Added 13.43%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
65
shares
|
$4,631
0.0% of portfolio
|
Q3 2025
Reduced 7.14%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
62
shares
|
$4,417
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
55
shares
|
$3,918
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
51
shares
|
$3,633
0.0% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
50
shares
|
$3,562
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
46
shares
|
$3,277
0.0% of portfolio
|
Q2 2025
Added 43.75%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$2,921
0.0% of portfolio
|
Q3 2023
New holding
|
|