Servisfirst BancsharesSFBS

13F holders, Q4 2024 (December 31)
291holders +9
29new positions
24sold out
5famous investors
$84.76avg. 13F price*

At the end of Q4 2024, 291 institutions reported holding Servisfirst Bancshares Inc. (SFBS) in their 13F filings, up 9 from Q3 2024. 29 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($671.4M), Vanguard Group Inc. ($484.2M) and State Street Corp. ($224.4M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Servisfirst Bancshares Inc.
CUSIP
81768T108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 252Q1 2024Q2 2024: 260Q2 2024Q3 2024: 282Q3 2024Q4 2024: 291Q4 2024Q1 2025: 304Q1 2025Q2 2025: 308Q2 2025Q3 2025: 311Q3 2025Q4 2025: 323Q4 2025Q1 2026: 344Q1 2026Q2 2026: 356Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions29$26.6M
Exits24$18.2M

All 13F filers, Q3 2024 → Q4 2024: 2,142,794 shares bought and 1,451,174 shares sold, net +691,620 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 291 holders

BlackRock, Inc. 0.01% Add +0.5% 7,922,511 $671.4M
Vanguard Group Inc. 0.01% Add +0.5% 5,714,522 $484.2M
State Street Corp. 0.01% Add +11.4% 2,648,309 $224.4M
Kayne Anderson Rudnick Investment Management LLC 0.48% Reduce -7.5% 2,477,804 $210.0M
Champlain Investment Partners, LLC 0.70% Reduce -4.9% 1,312,906 $111.3M
Geode Capital Management, LLC 0.01% Reduce -0.6% 1,150,191 $97.5M
Dimensional Fund Advisors LP 0.02% Reduce -1.2% 1,149,151 $97.4M
Principal Financial Group Inc. 0.05% Add +1.5% 1,053,473 $89.3M
Welch Group, LLC 3.99% Reduce -9.1% 1,035,624 $88.7M
Stonegate Investment Group, LLC 2.14% Add +13.5% 947,367 $80.3M
Victory Capital Management Inc. 0.07% Add +106.4% 857,735 $72.7M
JPMorgan Chase & Co. 0.01% Add +0.0% 855,418 $72.5M
Davis Asset Management, L.P. 2.64% Reduce -7.3% 763,562 $64.7M
Morgan Stanley 0.00% Add +2.9% 685,416 $58.1M
Wasatch Advisors LP 0.27% Reduce -10.6% 633,011 $53.6M
Northern Trust Corp. 0.01% Add +6.6% 632,066 $53.6M
Norges Bank 0.01% Add +4.3% 560,013 $47.5M
Charles Schwab Investment Management Inc. 0.01% Add +6.0% 521,065 $44.2M
Deprince Race & Zollo Inc. 0.79% Reduce -0.2% 469,379 $39.8M
Bank of New York Mellon Corp 0.01% Add +8.6% 464,406 $39.4M
Goldman Sachs Group Inc. 0.01% Add +16.0% 458,818 $38.9M
Bragg Financial Advisors, Inc 1.41% Add +0.6% 411,969 $34.9M
Wells Fargo & Company 0.01% Add +1.0% 372,204 $31.5M
JARISLOWSKY, FRASER Ltd 0.15% Reduce -16.7% 316,675 $25.8M
Raymond James Financial Inc. 0.01% — 231,752 $19.6M
American Century Companies Inc. 0.01% Reduce -0.8% 163,863 $13.9M
Envestnet Asset Management Inc. 0.00% Add +4.8% 153,220 $13.0M
Mutual of America Capital Management LLC 0.14% Reduce -0.3% 152,975 $13.0M
Waverly Advisors, LLC 0.19% Add +1.0% 146,748 $12.4M
Rhumbline Advisers 0.01% Reduce -3.0% 142,944 $12.1M
Legal & General Group Plc 0.00% Add +0.5% 142,388 $12.1M
Ceredex Value Advisors LLC 0.24% Add +6.8% 139,550 $11.8M
Invesco Ltd. 0.00% Add +11.5% 139,067 $11.8M
Nuveen Asset Management, LLC 0.00% Reduce -0.7% 137,115 $11.6M
Public Sector Pension Investment Board 0.04% Add +17.5% 125,043 $10.6M
Clarkston Capital Partners, LLC 0.19% No change 120,000 $10.2M
Ameriprise Financial Inc. 0.00% Reduce -6.4% 116,725 $9.9M
Sei Investments Co. 0.01% Add +27.2% 113,241 $9.6M
First Trust Advisors LP 0.01% Add +31.1% 110,176 $9.3M
Barclays PLC 0.00% Add +5.1% 105,819 $9.0M
Swiss National Bank 0.01% Add +0.7% 101,868 $8.6M
Sanctuary Advisors, LLC 0.05% Reduce -3.4% 91,506 $8.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +36.6% 96,153 $8.1M
Leavell Investment Management, Inc. 0.40% Reduce -1.1% 95,272 $8.1M
Townsquare Capital LLC 0.09% Reduce -4.0% 94,166 $8.0M
Citadel Advisors 0.01% Add +340.7% 93,826 $8.0M
Citigroup Inc. 0.01% Add +13.4% 93,768 $7.9M
Stifel Financial Corp. 0.01% Reduce -2.3% 93,478 $7.9M
Weiss Asset Management LP 0.24% New 89,802 $7.6M
Bank of America Corp. 0.00% Reduce -4.4% 89,069 $7.5M
UBS Group AG 0.00% Add +133.8% 87,819 $7.4M
Mitchell McLeod Pugh & Williams Inc. 1.40% Reduce -0.2% 78,915 $6.7M
Edgestream Partners, L.P. 0.27% Add +96.2% 74,891 $6.3M
California Public Employees Retirement System 0.00% No change 71,346 $6.0M
Qube Research & Technologies Ltd 0.01% Add +119.5% 71,264 $6.0M
Millennium Management 0.01% Reduce -58.1% 70,643 $6.0M
Federated Hermes, Inc. 0.01% New 69,137 $5.9M
Cubist Systematic Strategies, LLC 0.09% Add +340.8% 67,640 $5.7M
Alliancebernstein L.P. 0.00% Add +0.6% 65,986 $5.6M
TrueWealth Advisors, LLC 1.86% Add +0.0% 65,850 $5.6M
Creative Planning 0.01% Add +1752.9% 62,684 $5.3M
Savant Capital, LLC 0.04% Reduce -2.8% 61,858 $5.2M
Prudential Financial Inc. 0.01% Reduce -0.6% 51,600 $4.9M
CANADA LIFE ASSURANCE Co 0.01% Add +3.7% 56,328 $4.8M
HighTower Advisors, LLC 0.01% Add +0.3% 53,367 $4.5M
Russell Investments Group, Ltd. 0.01% Reduce -14.0% 49,700 $4.2M
California State Teachers Retirement System 0.00% Reduce -1.1% 48,360 $4.1M
Thrivent Financial for Lutherans 0.01% Reduce -4.3% 45,999 $3.9M
Deutsche Bank AG 0.00% Add +48.6% 45,173 $3.8M
Rafferty Asset Management, LLC 0.01% Add +7.8% 40,438 $3.4M
Susquehanna International Group, LLP 0.01% Add +46.0% 40,063 $3.4M
Twinbeech Capital LP 0.06% New 40,015 $3.4M
Daiwa Securities Group Inc. 0.01% Reduce -5.9% 39,291 $3.3M
T. Rowe Price Associates Inc. 0.00% Reduce -89.7% 38,985 $3.3M
FMR LLC 0.00% Add +54.5% 37,502 $3.2M
Algert Global LLC 0.07% Add +185.3% 37,372 $3.2M
Janus Henderson Group PLC 0.00% Reduce -1.4% 36,934 $3.1M
Neuberger Berman Group LLC 0.00% Reduce -0.6% 36,699 $3.1M
Danske Bank A/S 0.01% Add +3217.8% 36,496 $3.1M
Voloridge Investment Management, LLC 0.01% Reduce -27.5% 35,459 $3.0M
HHM Wealth Advisors, LLC 0.40% Reduce -18.9% 35,123 $3.0M
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 34,109 $2.9M
M&T Bank Corp 0.01% Reduce -0.8% 33,049 $2.8M
Eubel Brady & Suttman Asset Management Inc. 0.40% No change 32,950 $2.8M
Regions Financial Corp. 0.02% Add +49.7% 31,981 $2.7M
Cresset Asset Management, LLC 0.01% Reduce -3.3% 31,557 $2.7M
EverSource Wealth Advisors, LLC 0.15% Reduce -2.1% 31,265 $2.6M
Cetera Investment Advisers 0.01% Reduce -0.3% 30,928 $2.6M
MetLife Investment Management, LLC 0.01% Add +6.4% 30,610 $2.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -0.7% 29,460 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.0% 28,886 $2.4M
State of Alaska, Department of Revenue 0.03% Reduce -0.6% 28,459 $2.4M
Intech Investment Management LLC 0.02% Add +128.1% 27,797 $2.4M
AlphaQuest LLC 0.31% Add +218.9% 27,510 $2.3M
Corebridge Financial, Inc. 0.01% Reduce -7.2% 26,995 $2.3M
Illinois Municipal Retirement Fund 0.03% Reduce -2.0% 26,930 $2.3M
GAMCO Investors 0.02% No change 26,000 $2.2M
Blue Trust, Inc. 0.03% Reduce -24.4% 25,429 $2.2M
Comerica Bank 0.01% Reduce -2.3% 25,390 $2.2M
Franklin Resources Inc. 0.00% Add +83.5% 25,270 $2.1M
State of New Jersey Common Pension Fund D 0.01% Reduce -2.5% 24,700 $2.1M
Louisiana State Employees Retirement System 0.04% No change 24,300 $2.1M
Keel Point, LLC 0.15% Reduce -1.1% 22,310 $1.9M
Smith Thornton Advisors LLC 1.13% Add +16.5% 21,175 $1.8M
Holocene Advisors, LP 0.01% Add +228.4% 20,917 $1.8M
Bank of Montreal 0.00% Add +0.7% 20,642 $1.7M
Bessemer Group Inc. 0.00% Add +0.3% 20,640 $1.7M
Ensign Peak Advisors, Inc 0.00% No change 19,892 $1.7M
HB Wealth Management, LLC 0.02% Add +5.9% 19,112 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -2.0% 19,027 $1.6M
Captrust Financial Advisors 0.00% Reduce -0.5% 18,404 $1.6M
Wedge Capital Management L L P 0.03% Reduce -1.0% 17,153 $1.5M
US Bancorp \de 0.00% Add +0.4% 17,146 $1.5M
Maryland State Retirement & Pension System 0.03% Reduce -0.2% 16,901 $1.4M
Norden Group LLC 0.16% Reduce -5.2% 16,590 $1.4M
LPL Financial LLC 0.00% Add +27.8% 16,587 $1.4M
Teacher Retirement System of Texas 0.01% Add +101.2% 16,497 $1.4M
Natixis Advisors, LLC 0.00% Add +20.0% 16,444 $1.4M
Los Angeles Capital Management LLC 0.01% Add +27.8% 16,267 $1.4M
Park Place Capital Corp 0.38% No change 15,900 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% No change 15,862 $1.3M
New York State Common Retirement Fund 0.00% No change 15,730 $1.3M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -15.9% 15,384 $1.3M
Voya Investment Management LLC 0.00% Reduce -7.2% 15,297 $1.3M
ProShare Advisors LLC 0.00% Add +44.5% 15,281 $1.3M
Arizona State Retirement System 0.01% Add +0.8% 15,035 $1.3M
Oakworth Capital, Inc. 0.09% Reduce -5.4% 14,949 $1.3M
Amalgamated Bank 0.01% Reduce -0.4% 14,709 $1.2M
Engineers Gate Manager LP 0.02% New 14,647 $1.2M
Royal Bank of Canada 0.00% Reduce -10.7% 14,350 $1.2M
Jefferies Financial Group Inc. 0.01% Reduce -19.6% 14,250 $1.2M
State Board of Administration of Florida Retirement System 0.00% Reduce -0.6% 14,233 $1.2M
WINTON GROUP Ltd 0.08% New 13,907 $1.2M
Red Door Wealth Management, LLC 0.18% No change 13,864 $1.2M
New York State Teachers Retirement System 0.00% Reduce -1.4% 13,835 $1.2M
&partners 0.01% Add +146.0% 13,631 $1.2M
Portside Wealth Group, LLC 0.19% Reduce -4.2% 13,556 $1.1M
Diversified Trust Co. 0.03% Add +0.0% 13,415 $1.1M
Jacobs Asset Management, LLC 0.70% Reduce -48.3% 12,922 $1.1M
Federation des caisses Desjardins du Quebec 0.01% Add +0.5% 12,902 $1.1M
Dynamic Technology Lab Private Ltd 0.17% New 12,530 $1.1M
State of Tennessee, Department of Treasury 0.00% Reduce -4.2% 12,062 $1.0M
Oregon Public Employees Retirement Fund 0.02% No change 11,763 $997K
Handelsbanken Fonder AB 0.00% Add +10.4% 11,623 $985K
Brown Brothers Harriman & Co. 0.01% No change 11,437 $969K
Kestra Advisory Services, LLC 0.01% Add +2.6% 11,399 $966K
Police & Firemen's Retirement System of New Jersey 0.01% — 10,804 $916K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -0.1% 10,714 $908K
KLP Kapitalforvaltning As 0.00% — 10,300 $873K
Aptus Capital Advisors, LLC 0.01% Reduce -20.1% 10,108 $857K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +20.8% 9,945 $843K
Everstar Asset Management, LLC 0.60% New 9,938 $842K
Sunburst Financial Group, LLC 0.21% Reduce -21.0% 9,937 $842K
Atria Investments, Inc 0.01% Reduce -7.0% 9,786 $829K
Luken Investment Analytics, LLC 0.38% Reduce -5.7% 9,573 $811K
BNP Paribas Financial Markets 0.00% Reduce -43.0% 9,168 $777K
NJ State Employees Deferred Compensation Plan 0.09% No change 9,000 $763K
Gibbs Wealth Management 0.20% Add +17.4% 8,853 $750K
Fifth Third Wealth Advisors LLC 0.04% New 8,713 $738K
Equitable Holdings, Inc. 0.01% No change 8,573 $726K
Pathstone Holdings, LLC 0.00% Reduce -2.1% 8,383 $710K
Pictet Asset Management Holding SA 0.00% Add +19.8% 8,203 $695K
Osaic Holdings, Inc. 0.00% Add +6122.9% 8,152 $691K
Aviso Financial Inc. 0.03% Reduce -1.9% 7,842 $665K
Advantage Alpha Capital Partners LP 0.15% Add +13.1% 7,711 $654K
Precision Wealth Strategies, LLC 0.48% Add +1.8% 7,345 $622K
Arcus Capital Partners, LLC 0.19% Reduce -1.0% 8,851 $587K
AXA S.A. 0.00% Add +136.7% 6,848 $580K
Mariner, LLC 0.00% Add +3.4% 6,787 $575K
Janney Montgomery Scott LLC 0.00% Add +18.1% 6,621 $561K
Aquatic Capital Management LLC 0.01% New 6,415 $544K
Profund Advisors LLC 0.02% Add +43.6% 6,401 $542K
Alliance Wealth Advisors, LLC 0.14% Reduce -3.8% 6,277 $532K
Firethorn Wealth Partners, LLC 0.26% No change 6,192 $525K
Clearstead Advisors, LLC 0.01% No change 6,070 $514K
Montag A & Associates Inc. 0.02% No change 6,000 $508K
HSBC Holdings PLC 0.00% Reduce -6.5% 5,902 $498K
Brown Advisory Inc. 0.00% New 5,865 $497K
New Age Alpha Advisors, LLC 0.02% New 5,776 $489K
Fisher Asset Management 0.00% Reduce -18.1% 5,619 $476K
Vanguard Personalized Indexing Management, LLC 0.01% Add +15.3% 5,365 $455K
Praxis Investment Management Inc. 0.03% Reduce -50.0% 5,330 $452K
CIBC Private Wealth Group LLC 0.00% No change 5,380 $451K
Ameritas Investment Partners, Inc. 0.01% Add +4.3% 5,308 $450K
AQR Capital Management 0.00% Add +13.7% 5,259 $446K
Graham Capital Management, L.P. 0.02% Reduce -11.9% 5,056 $428K
Keybank National Association 0.00% New 5,047 $428K
Orion Porfolio Solutions, LLC 0.00% Reduce -12.5% 4,875 $413K
Orion Portfolio Solutions, LLC 0.00% Reduce -12.5% 4,875 $413K
State of Wisconsin Investment Board 0.00% Add +14.8% 4,836 $410K
RFG Advisory, LLC 0.01% Add +0.0% 4,829 $409K
Cibc World Markets Corp. 0.00% New 4,748 $402K
Inspire Investing, LLC 0.04% Reduce -8.3% 4,730 $401K
GAMMA Investing LLC 0.03% Add +411.5% 4,711 $399K
Sagespring Wealth Partners, LLC 0.01% — 4,291 $364K
Resolute Wealth Strategies, LLC 0.18% Reduce -34.1% 4,241 $359K
Crestline Management, L.P. 0.01% New 4,200 $356K
Squarepoint Ops LLC 0.00% Reduce -34.2% 4,144 $351K
Fairvoy Private Wealth, LLC 0.09% — 4,100 $347K
Inceptionr LLC 0.08% New 4,017 $340K
Public Employees Retirement Association of Colorado 0.00% No change 3,803 $322K
STRS Ohio 0.00% Add +8.8% 3,700 $314K
Crossmark Global Holdings, Inc. 0.01% Reduce -2.0% 3,643 $309K
Xponance LLC 0.00% Add +10.0% 3,640 $308K
Coldstream Capital Management Inc. 0.01% Reduce -15.0% 3,586 $304K
Wallace Advisory Group, LLC 0.21% Reduce -6.1% 3,723 $300K
Centiva Capital, LP 0.01% New 3,530 $299K
OMERS ADMINISTRATION Corp 0.00% New 3,500 $297K
O'shaughnessy Asset Management, LLC 0.00% Add +3.9% 3,394 $288K
Arlington Trust Co LLC 0.06% No change 3,350 $284K
Cerity Partners LLC 0.00% Reduce -37.5% 3,418 $275K
Mackenzie Financial Corp. 0.00% Reduce -2.5% 3,204 $272K
Campbell & CO Investment Adviser LLC 0.02% Reduce -68.9% 3,179 $269K
Tower Research Capital LLC (TRC) 0.01% Reduce -63.2% 3,165 $268K
Cottonwood Capital Advisors, LLC 0.19% Add +13.7% 3,141 $266K
Arete Wealth Advisors, LLC 0.02% Reduce -5.5% 3,074 $261K
Two Sigma Investments, LP 0.00% Reduce -61.5% 3,064 $260K
LifeSteps Financial, Inc. 0.20% No change 3,000 $254K
Peapack Gladstone Financial Corp. 0.00% No change 2,913 $247K
Mechanics Bank Trust Department 0.03% Add +3.1% 2,888 $245K
Moody National Bank Trust Division 0.02% Reduce -0.1% 2,790 $236K
Journey Strategic Wealth LLC 0.01% Reduce -0.1% 2,696 $228K
GTS Securities LLC 0.01% New 2,653 $225K
Quadrant Capital Group LLC 0.02% No change 2,592 $220K
Occudo Quantitative Strategies LP 0.04% New 2,589 $219K
Corient Private Wealth LP 0.00% Reduce -1.1% 2,577 $218K
Commonwealth Equity Services, LLC 0.00% Add +1.1% 2,574 $218K
Advisors Capital Management, LLC 0.00% New 2,480 $210K
Advisory Services Network, LLC 0.00% Reduce -93.0% 2,394 $203K
Diversify Wealth Management, LLC 0.02% Reduce -7.0% 2,483 $202K
AE Wealth Management LLC 0.00% New 2,374 $201K
Landscape Capital Management, L.L.C. 0.02% Reduce -13.1% 2,374 $201K
KBC Group NV 0.00% Add +52.4% 2,326 $197K
CI Investments Inc. 0.00% New 2,041 $173K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -73.1% 1,964 $166K
Point72 Asia (Singapore) Pte. Ltd. 0.04% Reduce -39.8% 1,946 $165K
Eukles Asset Management 0.07% Reduce -7.0% 1,898 $161K
Signaturefd, LLC 0.00% Reduce -3.3% 1,331 $113K
Smartleaf Asset Management LLC 0.01% Add +169.0% 1,189 $102K
Sterling Capital Management LLC 0.00% Add +761.6% 1,189 $101K
R Squared Ltd 0.07% — 810 $69K
Nisa Investment Advisors, LLC 0.00% No change 764 $65K
Cwm, LLC 0.00% Add +2.8% 744 $63K
Point72 (DIFC) Ltd 0.01% Add +70.0% 685 $58K
Caitong International Asset Management Co., Ltd 0.06% — 669 $57K
First Horizon Advisors, Inc. 0.00% Add +0.2% 465 $39K
Concourse Financial Group Securities, Inc. 0.00% No change 400 $36K
National Bank of Canada 0.00% Reduce -14.6% 403 $34K
Quarry LP 0.01% New 356 $30K
Riverview Trust Co 0.02% No change 322 $27K
NewEdge Advisors, LLC 0.00% No change 299 $25K
Covestor Ltd 0.01% Add +4.2% 226 $19K
Fifth Third Bancorp 0.00% Reduce -17.0% 220 $19K
Farther Finance Advisors, LLC 0.00% Reduce -5.7% 214 $18K
Aster Capital Management (DIFC) Ltd 0.00% New 147 $12K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.4% 146 $12K
MassMutual Private Wealth & Trust, FSB 0.00% No change 132 $11K
Tucker Asset Management LLC 0.00% Reduce -22.8% 129 $11K
UMB Bank, n.a. 0.00% No change 127 $11K
Principal Securities, Inc. 0.00% Add +2.7% 113 $10K
Wolff Wiese Magana LLC 0.01% No change 109 $9K
Arax Advisory Partners 0.00% Reduce -1.0% 103 $9K
SBI Securities Co., Ltd. 0.00% — 102 $9K
Caitlin John, LLC 0.01% No change 98 $8K
Hexagon Capital Partners LLC 0.00% Add +19.3% 68 $6K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 62 $5K
Rothschild Investment LLC 0.00% Add +20.0% 60 $5K
TD Waterhouse Canada Inc. 0.00% No change 58 $5K
Venturi Wealth Management, LLC 0.00% No change 52 $4K
Parallel Advisors, LLC 0.00% Add +6.1% 52 $4K
JFS Wealth Advisors, LLC 0.00% Add +2.0% 50 $4K
Hemington Wealth Management 0.00% Add +32.5% 53 $4K
Spire Wealth Management 0.00% No change 40 $3K
Lindbrook Capital, LLC 0.00% No change 38 $3K
Steward Partners Investment Advisory, LLC 0.00% Add +46.1% 38 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 34 $3K
Farmers & Merchants Investments Inc. 0.00% No change 34 $3K
Albion Financial Group 0.00% No change 33 $3K
Allworth Financial LP 0.00% No change 31 $3K
Grayhawk Investment Strategies Inc. 0.00% New 24 $2K
Larson Financial Group LLC 0.00% No change 21 $2K
SJS Investment Consulting Inc. 0.00% Reduce -14.3% 12 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $1K
Parkside Financial Bank & Trust 0.00% No change 7 $594
Abound Wealth Management 0.00% No change 4 $339
Huntington National Bank 0.00% No change 4 $339
Assetmark, Inc. 0.00% New 4 $339
Global Financial Private Client, LLC 0.00% New 3 $254
Parkworth Wealth Management, Inc. 0.00% — 2 $169
Avior Wealth Management, LLC 0.00% New 2 $169
TFC Financial Management, Inc. 0.00% No change 1 $85

"% of holder's portfolio" is SFBS's weight in each manager's 13F, not the share of Servisfirst Bancshares Inc. the manager owns.