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 335 institutions that hold shares in the stock, with a total of 41.9 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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$2,921
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
40
shares
|
$2,850
0.0% of portfolio
|
Q3 2025
Added 53.85%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
40
shares
|
$2,850
0.0% of portfolio
|
Q3 2023
Reduced 96.64%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
38
shares
|
$2,707
0.0% of portfolio
|
Q4 2023
Added 26.67%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
37
shares
|
$2,636
0.0% of portfolio
|
Q3 2025
Reduced 97.08%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
34
shares
|
$2,422
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
34
shares
|
$2,422
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
34
shares
|
$2,422
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
33
shares
|
$2,351
0.0% of portfolio
|
Q1 2024
Added 106.25%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
31
shares
|
$2,208
0.0% of portfolio
|
Q1 2025
Reduced 8.82%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
30
shares
|
$2,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
30
shares
|
$2,137
0.0% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
24
shares
|
$1,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sagard Holdings Management Inc.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
24
shares
|
$1,710
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
20
shares
|
$1,425
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
17
shares
|
$1,211
0.0% of portfolio
|
Q2 2025
Reduced 65.31%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
17
shares
|
$1,211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
13
shares
|
$926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
12
shares
|
$855
0.0% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
12
shares
|
$855
0.0% of portfolio
|
Q2 2025
Reduced 88.24%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
9
shares
|
$641
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
8
shares
|
$570
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
7
shares
|
$498
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
6
shares
|
$427
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
6
shares
|
$427
0.0% of portfolio
|
Q3 2025
New holding
|
|