Servisfirst BancsharesSFBS
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 260 institutions reported holding Servisfirst Bancshares Inc. (SFBS) in their 13F filings, up 8 from Q1 2024. 29 opened new positions and 23 sold out. The largest holders were BlackRock Inc. ($486.1M), Vanguard Group Inc. ($355.7M) and Kayne Anderson Rudnick Investment Management LLC ($182.9M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Servisfirst Bancshares Inc.
- CUSIP
- 81768T108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $19.2M |
| Exits | 23 | $10.8M |
All 13F filers, Q1 2024 → Q2 2024: 2,051,823 shares bought and 1,266,481 shares sold, net +785,342 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| BlackRock Inc. | 0.01% | Reduce -0.8% | 7,692,972 | $486.1M |
| Vanguard Group Inc. | 0.01% | Reduce -1.2% | 5,629,510 | $355.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.45% | Reduce -10.1% | 2,894,908 | $182.9M |
| State Street Corp. | 0.01% | Add +2.5% | 2,316,455 | $146.4M |
| JPMorgan Chase & Co. | 0.01% | Add +2.7% | 1,548,558 | $97.9M |
| Champlain Investment Partners, LLC | 0.55% | Reduce -1.3% | 1,420,952 | $89.8M |
| Welch Group, LLC | 3.81% | Reduce -1.5% | 1,255,498 | $79.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +3.0% | 1,230,925 | $77.8M |
| Geode Capital Management, LLC | 0.01% | Add +3.4% | 1,133,795 | $71.7M |
| Stonegate Investment Group, LLC | 1.74% | Add +1731.9% | 953,104 | $60.2M |
| Principal Financial Group Inc. | 0.03% | Add +4.9% | 929,469 | $58.7M |
| Davis Asset Management, L.P. | 2.34% | No change | 823,562 | $52.0M |
| Wasatch Advisors LP | 0.21% | Reduce -14.4% | 624,503 | $39.5M |
| Northern Trust Corp. | 0.01% | Reduce -1.8% | 596,017 | $37.7M |
| Morgan Stanley | 0.00% | Reduce -2.8% | 590,658 | $37.3M |
| Norges Bank | 0.00% | Add +1.5% | 524,052 | $33.1M |
| Bank of New York Mellon Corp | 0.01% | Add +1.6% | 472,799 | $29.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.2% | 447,974 | $28.3M |
| Bragg Financial Advisors, Inc | 1.15% | Add +0.2% | 409,462 | $25.9M |
| JARISLOWSKY, FRASER Ltd | 0.15% | Reduce -1.6% | 391,797 | $24.8M |
| Wells Fargo & Company | 0.01% | Add +2.9% | 371,602 | $23.5M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -1.9% | 319,760 | $20.2M |
| Raymond James & Associates | 0.01% | Add +8.0% | 202,133 | $12.8M |
| American Century Companies Inc. | 0.01% | Reduce -10.6% | 196,642 | $12.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.3% | 162,307 | $10.3M |
| Mutual of America Capital Management LLC | 0.11% | Add +42.2% | 156,633 | $9.9M |
| Nuveen Asset Management, LLC | 0.00% | Add +12.5% | 153,160 | $9.7M |
| Rhumbline Advisers | 0.01% | Reduce -0.6% | 150,918 | $9.5M |
| Waverly Advisors, LLC | 0.18% | Reduce -2.1% | 149,283 | $9.4M |
| Legal & General Group Plc | 0.00% | Reduce -1.4% | 138,989 | $8.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.1% | 135,012 | $8.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 132,899 | $8.4M |
| Clarkston Capital Partners, LLC | 0.14% | No change | 120,000 | $7.6M |
| Sanctuary Advisors, LLC | 0.05% | — | 118,207 | $7.2M |
| Gratus Capital, LLC | 0.28% | No change | 110,549 | $7.0M |
| Stifel Financial Corp. | 0.01% | Reduce -4.5% | 109,413 | $6.9M |
| Public Sector Pension Investment Board | 0.04% | Add +7.5% | 107,930 | $6.8M |
| Invesco Ltd. | 0.00% | Reduce -11.8% | 102,518 | $6.5M |
| Townsquare Capital LLC | 0.09% | Reduce -3.0% | 102,434 | $6.5M |
| Sei Investments Co. | 0.01% | Add +0.2% | 102,107 | $6.5M |
| Swiss National Bank | 0.00% | No change | 101,868 | $6.4M |
| Leavell Investment Management, Inc. | 0.36% | No change | 101,869 | $6.4M |
| Millennium Management | 0.01% | Add +182.0% | 94,185 | $6.0M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 91,346 | $5.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +113.4% | 81,822 | $5.2M |
| Mitchell McLeod Pugh & Williams Inc. | 1.18% | Add +0.0% | 81,571 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Reduce 0.0% | 70,694 | $4.5M |
| HHM Wealth Advisors, LLC | 0.67% | New | 70,470 | $4.5M |
| Citigroup Inc. | 0.00% | Add +5.1% | 66,488 | $4.2M |
| TrueWealth Advisors, LLC | 1.54% | Add +0.0% | 65,838 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Add +4.4% | 65,567 | $4.1M |
| Savant Capital, LLC | 0.04% | Add +286.8% | 64,066 | $4.0M |
| First Trust Advisors LP | 0.00% | Add +177.4% | 61,774 | $3.9M |
| Voloridge Investment Management, LLC | 0.01% | Add +52.6% | 60,762 | $3.8M |
| Jacobs Asset Management, LLC | 2.41% | Add +166.7% | 60,000 | $3.8M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +22.5% | 54,216 | $3.4M |
| Prudential Financial Inc. | 0.01% | Reduce -3.9% | 52,869 | $3.3M |
| Rafferty Asset Management, LLC | 0.01% | Add +22.6% | 52,289 | $3.3M |
| California Public Employees Retirement System | 0.00% | Add +13.4% | 51,182 | $3.2M |
| Jane Street Group, LLC | 0.00% | Add +158.2% | 51,159 | $3.2M |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 50,442 | $3.2M |
| Daiwa Securities Group Inc. | 0.02% | Reduce -11.1% | 45,473 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -5.3% | 45,261 | $2.9M |
| D. E. Shaw & Co. | 0.00% | Add +263.3% | 43,683 | $2.8M |
| Arlington Trust Co LLC | 0.64% | No change | 42,950 | $2.7M |
| Marshall Wace, LLP | 0.00% | New | 42,728 | $2.7M |
| EverSource Wealth Advisors, LLC | 0.17% | No change | 31,929 | $2.6M |
| Barclays PLC | 0.00% | Reduce -44.8% | 40,171 | $2.5M |
| Janus Henderson Group PLC | 0.00% | Reduce -24.1% | 39,261 | $2.5M |
| Neuberger Berman Group LLC | 0.00% | Add +3.4% | 37,815 | $2.4M |
| Cedar Wealth Management, LLC | 0.73% | Reduce -5.5% | 35,450 | $2.2M |
| Blue Trust, Inc. | 0.03% | Add +0.1% | 33,571 | $2.2M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +2.8% | 34,645 | $2.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 34,277 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Reduce -0.2% | 34,148 | $2.2M |
| Keel Point, LLC | 0.19% | Reduce -19.9% | 28,816 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +124.3% | 33,274 | $2.1M |
| Eubel Brady & Suttman Asset Management Inc. | 0.33% | No change | 32,950 | $2.1M |
| M&T Bank Corp | 0.01% | Add +0.1% | 32,615 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.6% | 32,456 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 32,215 | $2.0M |
| Renaissance Technologies | 0.00% | New | 31,400 | $2.0M |
| Boothbay Fund Management, LLC | 0.07% | New | 30,998 | $2.0M |
| UBS Group AG | 0.00% | Reduce -28.7% | 30,632 | $1.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 30,391 | $1.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.1% | 29,939 | $1.9M |
| Corebridge Financial, Inc. | 0.01% | — | 29,361 | $1.9M |
| MetLife Investment Management, LLC | 0.01% | Add +11.2% | 29,264 | $1.8M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -3.5% | 28,803 | $1.8M |
| Algert Global LLC | 0.06% | Add +8.3% | 28,197 | $1.8M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -1.3% | 27,023 | $1.7M |
| Comerica Bank | 0.01% | Reduce -20.7% | 26,709 | $1.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 26,032 | $1.6M |
| GAMCO Investors | 0.02% | No change | 26,000 | $1.6M |
| Gsa Capital Partners LLP | 0.11% | New | 25,556 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Add +1.6% | 24,700 | $1.6M |
| Bank of Montreal | 0.00% | Add +18.3% | 24,499 | $1.6M |
| Regions Financial Corp. | 0.01% | Reduce -10.1% | 23,623 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -11.3% | 23,595 | $1.5M |
| Wedge Capital Management L L P | 0.02% | Reduce -17.3% | 21,798 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Add +0.0% | 21,230 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 19,892 | $1.3M |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.3% | 19,636 | $1.2M |
| ExodusPoint Capital Management, LP | 0.01% | New | 19,371 | $1.2M |
| Smith Thornton Advisors LLC | 0.89% | — | 19,181 | $1.2M |
| Bessemer Group Inc. | 0.00% | No change | 19,162 | $1.2M |
| PMC FIG Opportunities LLC | 1.81% | New | 19,002 | $1.2M |
| Two Sigma Investments, LP | 0.00% | Add +44.4% | 18,716 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -4.1% | 18,260 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +35.0% | 18,143 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -62.4% | 17,404 | $1.1M |
| Maryland State Retirement & Pension System | 0.02% | Reduce -3.1% | 17,105 | $1.1M |
| Voya Investment Management LLC | 0.00% | Add +1.0% | 16,985 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -14.2% | 16,672 | $1.1M |
| Oakworth Capital, Inc. | 0.07% | Reduce -21.2% | 16,107 | $1.0M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -12.2% | 16,047 | $1.0M |
| LPL Financial LLC | 0.00% | Add +296.9% | 16,006 | $1.0M |
| Park Place Capital Corp | 0.32% | No change | 15,900 | $1.0M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 15,862 | $1.0M |
| Amalgamated Bank | 0.01% | Reduce -3.4% | 15,056 | $951K |
| Atria Investments, Inc | 0.01% | Reduce -30.6% | 14,910 | $942K |
| Victory Capital Management Inc. | 0.00% | Reduce -2.8% | 14,816 | $936K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 14,750 | $932K |
| Truist Financial Corp. | 0.00% | Reduce -90.3% | 14,619 | $924K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +720.9% | 14,522 | $918K |
| Arizona State Retirement System | 0.01% | Add +2.0% | 14,495 | $916K |
| Portside Wealth Group, LLC | 0.17% | Reduce -3.9% | 14,485 | $915K |
| State Board of Administration of Florida Retirement System | 0.00% | Add +100.7% | 14,313 | $904K |
| New York State Teachers Retirement System | 0.00% | Reduce -4.1% | 14,135 | $893K |
| Red Door Wealth Management, LLC | 0.15% | No change | 13,864 | $876K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 13,362 | $844K |
| Royal Bank of Canada | 0.00% | Add +53.7% | 13,353 | $844K |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.9% | 13,277 | $839K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +52.6% | 12,839 | $811K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 12,775 | $807K |
| Sunburst Financial Group, LLC | 0.22% | No change | 12,572 | $794K |
| Diversified Trust Co. | 0.02% | Add +2.7% | 12,564 | $794K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -9.1% | 11,943 | $755K |
| Franklin Resources Inc. | 0.00% | Add +17.2% | 11,695 | $739K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.7% | 11,471 | $725K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 11,390 | $720K |
| Luken Investment Analytics, LLC | 0.34% | Add +12.1% | 10,792 | $682K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 10,571 | $668K |
| Handelsbanken Fonder AB | 0.00% | No change | 10,523 | $665K |
| Natixis Advisors, LLC | 0.00% | Reduce -5.7% | 10,486 | $663K |
| SG Americas Securities, LLC | 0.00% | Add +103.8% | 10,325 | $652K |
| Norden Group LLC | 0.13% | Reduce -27.6% | 10,073 | $637K |
| XML Financial, LLC | 0.06% | No change | 10,000 | $632K |
| Praxis Investment Management Inc. | 0.04% | No change | 10,670 | $629K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -32.4% | 9,861 | $623K |
| NJ State Employees Deferred Compensation Plan | 0.07% | No change | 9,000 | $569K |
| Arcus Capital Partners, LLC | 0.22% | Add +0.5% | 8,892 | $562K |
| Equitable Holdings, Inc. | 0.01% | New | 8,573 | $542K |
| Pathstone Holdings, LLC | 0.00% | Add +1.1% | 8,461 | $535K |
| Aviso Financial Inc. | 0.03% | — | 8,300 | $524K |
| Fisher Asset Management | 0.00% | Reduce -17.8% | 8,290 | $524K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 8,235 | $520K |
| Los Angeles Capital Management LLC | 0.00% | No change | 7,881 | $498K |
| ProShare Advisors LLC | 0.00% | Reduce -23.7% | 7,808 | $493K |
| Precision Wealth Strategies, LLC | 0.48% | Reduce -7.2% | 7,305 | $462K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.0% | 7,292 | $461K |
| Gibbs Wealth Management | 0.18% | Add +21.0% | 6,930 | $438K |
| Alliance Wealth Advisors, LLC | 0.13% | Reduce -3.2% | 6,774 | $428K |
| Teacher Retirement System of Texas | 0.00% | Add +20.6% | 6,612 | $418K |
| Intech Investment Management LLC | 0.01% | New | 6,463 | $408K |
| Mariner, LLC | 0.00% | Add +4.0% | 6,448 | $407K |
| Resolute Wealth Strategies, LLC | 0.23% | Add +0.3% | 6,412 | $405K |
| Pictet Asset Management Holding SA | 0.00% | Add +15.1% | 6,389 | $404K |
| Firethorn Wealth Partners, LLC | 0.22% | No change | 6,184 | $391K |
| Clearstead Advisors, LLC | 0.01% | Add +8571.4% | 6,070 | $384K |
| Montag A & Associates Inc. | 0.02% | No change | 6,000 | $379K |
| Butensky & Cohen Financial Security, Inc. | 0.12% | No change | 5,810 | $367K |
| HSBC Holdings PLC | 0.00% | Add +2.0% | 5,761 | $362K |
| Advantage Alpha Capital Partners LP | 0.08% | Reduce -9.5% | 5,698 | $358K |
| Inspire Investing, LLC | 0.04% | Add +3.9% | 5,553 | $351K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.4% | 5,441 | $344K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +7.4% | 5,441 | $344K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.3% | 5,380 | $325K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 5,088 | $322K |
| RFG Advisory, LLC | 0.01% | Add +0.1% | 4,824 | $305K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.8% | 4,590 | $290K |
| State of Wisconsin Investment Board | 0.00% | Add +8.0% | 4,428 | $280K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.2% | 4,255 | $269K |
| Semanteon Capital Management, LP | 0.19% | New | 4,194 | $265K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.8% | 4,179 | $264K |
| Profund Advisors LLC | 0.01% | Add +10.5% | 4,047 | $256K |
| AQR Capital Management | 0.00% | New | 4,010 | $253K |
| Wallace Advisory Group, LLC | 0.18% | New | 3,964 | $250K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +24.3% | 3,808 | $241K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 3,803 | $240K |
| FMR LLC | 0.00% | Reduce -1.7% | 3,721 | $235K |
| Diversify Wealth Management, LLC | 0.03% | — | 2,910 | $215K |
| CIBC Asset Management Inc | 0.00% | Add +8.7% | 3,328 | $210K |
| Arete Wealth Advisors, LLC | 0.02% | New | 3,313 | $209K |
| Crossmark Global Holdings, Inc. | 0.00% | Reduce -10.1% | 3,304 | $209K |
| Xponance LLC | 0.00% | Add +3.2% | 3,200 | $202K |
| Sherbrooke Park Advisers LLC | 0.04% | New | 3,178 | $201K |
| Creative Planning | 0.00% | Reduce -1.8% | 3,178 | $201K |
| Quadrant Capital Group LLC | 0.01% | Add +15.2% | 2,592 | $164K |
| Citadel Advisors | 0.00% | Reduce -95.5% | 2,498 | $158K |
| Eukles Asset Management | 0.06% | Reduce -11.3% | 2,291 | $145K |
| STRS Ohio | 0.00% | No change | 1,700 | $107K |
| KBC Group NV | 0.00% | Add +27.0% | 1,526 | $96K |
| EntryPoint Capital, LLC | 0.04% | Add +139800.0% | 1,399 | $88K |
| Caitlin John, LLC | 0.06% | Reduce -3.7% | 1,389 | $88K |
| Signaturefd, LLC | 0.00% | Reduce -1.3% | 1,377 | $87K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 1,330 | $84K |
| Russell Investments Group, Ltd. | 0.00% | Add +109.8% | 1,175 | $74K |
| AlphaQuest LLC | 0.01% | Add +4880.0% | 996 | $63K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.9% | 764 | $48K |
| Cwm, LLC | 0.00% | Add +8.9% | 732 | $46K |
| National Bank of Canada | 0.00% | Add +13.6% | 518 | $32K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.4% | 461 | $29K |
| Covestor Ltd | 0.02% | Add +226.4% | 421 | $27K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Reduce -4.8% | 415 | $26K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 400 | $25K |
| GAMMA Investing LLC | 0.00% | Reduce -23.9% | 386 | $24K |
| Crewe Advisors LLC | 0.00% | New | 340 | $21K |
| Riverview Trust Co | 0.02% | No change | 322 | $20K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -83.3% | 300 | $19K |
| NewEdge Advisors, LLC | 0.00% | No change | 299 | $19K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 281 | $18K |
| Smartleaf Asset Management LLC | 0.00% | New | 270 | $16K |
| Fifth Third Bancorp | 0.00% | Add +6.1% | 243 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Add +1360.0% | 219 | $14K |
| Tucker Asset Management LLC | 0.00% | New | 167 | $11K |
| SYSTM Wealth Solutions LLC | 0.00% | Reduce -97.4% | 157 | $10K |
| Osaic Holdings, Inc. | 0.00% | Reduce -98.3% | 135 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 109 | $7K |
| Arax Advisory Partners | 0.00% | New | 104 | $7K |
| Principal Securities, Inc. | 0.00% | Add +147.6% | 104 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 77 | $5K |
| Scarborough Advisors, LLC | 0.00% | No change | 62 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 62 | $4K |
| Quarry LP | 0.00% | New | 60 | $4K |
| UMB Bank, n.a. | 0.00% | Add +172.7% | 60 | $4K |
| Venturi Wealth Management, LLC | 0.00% | No change | 52 | $3K |
| Parallel Advisors, LLC | 0.00% | Add +2.1% | 49 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 48 | $3K |
| Spire Wealth Management | 0.00% | No change | 40 | $3K |
| Allworth Financial LP | 0.00% | No change | 31 | $2K |
| Lindbrook Capital, LLC | 0.00% | No change | 38 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 37 | $2K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 34 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 34 | $2K |
| Albion Financial Group | 0.00% | No change | 33 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.2% | 30 | $2K |
| Opal Wealth Advisors, LLC | 0.00% | New | 28 | $2K |
| Grayhawk Investment Strategies Inc. | 0.01% | No change | 24 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 20 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 15 | $948 |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 15 | $948 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +10.0% | 11 | $696 |
| Innealta Capital, LLC | 0.00% | New | 9 | $569 |
| Parkside Financial Bank & Trust | 0.00% | No change | 7 | $443 |
| Abound Wealth Management | 0.00% | No change | 6 | $380 |
| Hexagon Capital Partners LLC | 0.00% | Reduce -55.6% | 4 | $253 |
| Huntington National Bank | 0.00% | New | 4 | $253 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $64 |
| Larson Financial Group LLC | 0.00% | New | 1 | $63 |
"% of holder's portfolio" is SFBS's weight in each manager's 13F, not the share of Servisfirst Bancshares Inc. the manager owns.