Servisfirst BancsharesSFBS

13F holders, Q1 2025 (March 31)
304holders +13
37new positions
25sold out
9famous investors
$82.43avg. 13F price*

At the end of Q1 2025, 304 institutions reported holding Servisfirst Bancshares Inc. (SFBS) in their 13F filings, up 13 from Q4 2024. 37 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($645.9M), Vanguard Group Inc. ($487.5M) and State Street Corp. ($204.6M). 9 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions37$26.3M
Exits25$20.9M

All 13F filers, Q4 2024 → Q1 2025: 2,509,575 shares bought and 1,933,995 shares sold, net +575,580 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 304 holders

BlackRock, Inc. 0.01% Reduce -1.3% 7,819,680 $645.9M
Vanguard Group Inc. 0.01% Add +3.3% 5,902,237 $487.5M
State Street Corp. 0.01% Reduce -6.5% 2,476,640 $204.6M
Kayne Anderson Rudnick Investment Management LLC 0.47% Reduce -5.2% 2,349,747 $194.1M
Champlain Investment Partners, LLC 1.33% Add +68.9% 2,217,351 $183.2M
Geode Capital Management, LLC 0.01% Add +2.7% 1,181,693 $97.6M
Dimensional Fund Advisors LP 0.02% Reduce -2.1% 1,124,976 $92.9M
Victory Capital Management Inc. 0.09% Add +25.1% 1,072,614 $88.6M
Principal Financial Group Inc. 0.05% Add +0.3% 1,056,878 $87.3M
Welch Group, LLC 3.51% Reduce -5.9% 974,185 $79.8M
Stonegate Investment Group, LLC 2.08% Reduce -0.9% 939,118 $77.6M
Davis Asset Management, L.P. 2.62% No change 763,562 $63.1M
JPMorgan Chase & Co. 0.00% Reduce -16.5% 714,466 $59.0M
Morgan Stanley 0.00% Reduce -6.3% 642,011 $53.0M
Northern Trust Corp. 0.01% Reduce -1.4% 623,242 $51.5M
Norges Bank 0.01% Add +5.2% 589,235 $48.7M
Charles Schwab Investment Management Inc. 0.01% Add +3.5% 539,480 $44.6M
Bank of New York Mellon Corp 0.01% Reduce -1.8% 455,877 $37.7M
Wasatch Advisors LP 0.21% Reduce -28.8% 450,653 $37.2M
Bragg Financial Advisors, Inc 1.42% Add +1.4% 417,722 $34.5M
Wells Fargo & Company 0.01% Add +4.5% 388,974 $32.1M
Deprince Race & Zollo Inc. 0.63% Reduce -21.4% 369,108 $30.5M
JARISLOWSKY, FRASER Ltd 0.16% Reduce -4.6% 302,146 $25.0M
Goldman Sachs Group Inc. 0.00% Reduce -34.7% 299,674 $24.8M
Creative Planning 0.02% Add +287.9% 243,138 $20.1M
Raymond James Financial Inc. 0.01% Reduce -7.8% 213,684 $17.7M
Sei Investments Co. 0.02% Add +54.2% 174,625 $14.4M
Ceredex Value Advisors LLC 0.31% Add +21.5% 169,550 $14.0M
Envestnet Asset Management Inc. 0.00% Add +7.3% 164,414 $13.6M
Public Sector Pension Investment Board 0.06% Add +27.4% 159,253 $13.2M
Nuveen, LLC 0.00% — 154,068 $12.7M
Mutual of America Capital Management LLC 0.15% Reduce -0.1% 152,894 $12.6M
Millennium Management 0.01% Add +107.3% 146,442 $12.1M
Waverly Advisors, LLC 0.15% Reduce -0.5% 146,032 $12.1M
Legal & General Group Plc 0.00% Reduce -2.7% 138,500 $11.4M
Rhumbline Advisers 0.01% Reduce -3.4% 138,024 $11.4M
Invesco Ltd. 0.00% Reduce -2.2% 135,993 $11.2M
Clarkston Capital Partners, LLC 0.20% No change 120,000 $9.9M
Ameriprise Financial Inc. 0.00% Reduce -5.5% 110,249 $9.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +7.0% 102,921 $8.5M
Swiss National Bank 0.01% Reduce -1.4% 100,468 $8.3M
First Trust Advisors LP 0.01% Reduce -10.6% 98,515 $8.1M
Jane Street Group, LLC 0.01% New 96,073 $7.9M
Leavell Investment Management, Inc. 0.39% No change 95,272 $7.9M
Sanctuary Advisors, LLC 0.05% Reduce -0.4% 91,142 $7.5M
Citigroup Inc. 0.01% Reduce -3.4% 90,551 $7.5M
Townsquare Capital LLC 0.08% Reduce -4.4% 90,044 $7.4M
Qube Research & Technologies Ltd 0.01% Add +23.5% 88,009 $7.3M
Stifel Financial Corp. 0.01% Reduce -9.2% 84,900 $7.0M
UBS Group AG 0.00% Reduce -5.4% 83,085 $6.9M
Susquehanna International Group, LLP 0.01% Add +105.6% 82,373 $6.8M
Barclays PLC 0.00% Reduce -23.7% 80,694 $6.7M
Bank of America Corp. 0.00% Reduce -10.3% 79,850 $6.6M
Fisher Asset Management 0.00% Add +1307.4% 79,082 $6.5M
Mitchell McLeod Pugh & Williams Inc. 1.35% No change 78,915 $6.5M
Federated Hermes, Inc. 0.01% Add +7.2% 74,088 $6.1M
California Public Employees Retirement System 0.00% Add +0.3% 71,577 $5.9M
Alliancebernstein L.P. 0.00% No change 65,986 $5.5M
TrueWealth Advisors, LLC 1.78% Reduce -0.5% 65,556 $5.4M
American Century Companies Inc. 0.00% Reduce -61.4% 63,248 $5.2M
Prudential Financial Inc. 0.01% Reduce -4.7% 49,181 $4.6M
Citadel Advisors 0.00% Reduce -42.8% 53,629 $4.4M
HighTower Advisors, LLC 0.01% Add +0.0% 53,387 $4.4M
Voloridge Investment Management, LLC 0.02% Add +41.9% 50,328 $4.2M
Danske Bank A/S 0.01% Add +36.0% 49,643 $4.1M
California State Teachers Retirement System 0.00% Reduce -1.1% 47,826 $4.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -18.3% 45,997 $3.8M
Thrivent Financial for Lutherans 0.01% Reduce -4.2% 44,082 $3.6M
Deutsche Bank AG 0.00% Reduce -7.5% 41,778 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +5.5% 41,114 $3.4M
Neuberger Berman Group LLC 0.00% Add +11.8% 41,042 $3.4M
Intech Investment Management LLC 0.03% Add +45.6% 40,480 $3.3M
Russell Investments Group, Ltd. 0.00% Reduce -21.7% 38,930 $3.2M
Algert Global LLC 0.08% Add +2.8% 38,402 $3.2M
Daiwa Securities Group Inc. 0.01% Reduce -4.8% 37,391 $3.1M
Rafferty Asset Management, LLC 0.01% Reduce -12.3% 35,457 $2.9M
Janus Henderson Group PLC 0.00% Reduce -4.7% 35,187 $2.9M
PNC Financial Services Group, Inc. 0.00% Reduce -0.2% 34,044 $2.8M
Dark Forest Capital Management LP 0.13% New 33,899 $2.8M
HHM Wealth Advisors, LLC 0.37% Reduce -4.5% 33,549 $2.8M
Eubel Brady & Suttman Asset Management Inc. 0.39% No change 32,950 $2.7M
Regions Financial Corp. 0.02% Add +2.9% 32,922 $2.7M
Savant Capital, LLC 0.02% Reduce -48.5% 31,883 $2.6M
M&T Bank Corp 0.01% Reduce -3.6% 31,851 $2.6M
EverSource Wealth Advisors, LLC 0.14% Add +1.4% 31,689 $2.6M
Cresset Asset Management, LLC 0.01% Reduce -0.0% 31,551 $2.6M
Cetera Investment Advisers 0.01% Add +0.3% 31,035 $2.6M
D. E. Shaw & Co. 0.00% New 30,739 $2.5M
Watchman Group, Inc. 0.71% New 30,526 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +4.5% 30,194 $2.5M
Manufacturers Life Insurance Company, The 0.00% Add +2.2% 30,102 $2.5M
MetLife Investment Management, LLC 0.01% Reduce -3.4% 29,581 $2.4M
Bank of Montreal 0.00% Add +37.4% 28,365 $2.3M
Illinois Municipal Retirement Fund 0.03% Add +5.0% 28,268 $2.3M
State of Alaska, Department of Revenue 0.03% Reduce -2.3% 27,818 $2.3M
Gotham Asset Management 0.02% New 110,152 $2.2M
Franklin Resources Inc. 0.00% Add +5.9% 26,765 $2.2M
Corebridge Financial, Inc. 0.01% Reduce -1.9% 26,479 $2.2M
GAMCO Investors 0.02% No change 26,000 $2.1M
Blue Trust, Inc. 0.03% No change 25,429 $2.1M
Tudor Investment Corporation 0.02% New 24,238 $2.0M
BNP Paribas Financial Markets 0.00% Add +160.6% 23,890 $2.0M
Louisiana State Employees Retirement System 0.04% Reduce -2.9% 23,600 $1.9M
Los Angeles Capital Management LLC 0.01% Add +42.5% 23,178 $1.9M
Keel Point, LLC 0.14% Add +0.6% 22,437 $1.9M
State of New Jersey Common Pension Fund D 0.01% Reduce -10.7% 22,068 $1.8M
Bessemer Group Inc. 0.00% Add +6.4% 21,961 $1.8M
Comerica Bank 0.01% Reduce -14.3% 21,773 $1.8M
Natixis Advisors, LLC 0.00% Add +32.4% 21,772 $1.8M
Squarepoint Ops LLC 0.00% Add +422.0% 21,633 $1.8M
Ensign Peak Advisors, Inc 0.00% No change 19,892 $1.6M
HB Wealth Management, LLC 0.01% Add +0.3% 19,179 $1.6M
Diversified Trust Co. 0.04% Add +41.5% 18,989 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -1.6% 18,713 $1.5M
Captrust Financial Advisors 0.00% Add +0.8% 18,557 $1.5M
FMR LLC 0.00% Reduce -51.8% 18,083 $1.5M
Royal Bank of Canada 0.00% Add +17.2% 16,815 $1.4M
Smith Thornton Advisors LLC 0.86% Reduce -21.2% 16,678 $1.4M
LPL Financial LLC 0.00% Reduce -0.9% 16,441 $1.4M
Park Place Capital Corp 0.36% 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
Norden Group LLC 0.15% Reduce -7.5% 15,353 $1.3M
Pathstone Holdings, LLC 0.01% Add +80.3% 15,116 $1.2M
Arizona State Retirement System 0.01% Reduce -1.1% 14,866 $1.2M
&partners 0.01% Add +9.0% 14,862 $1.2M
Maryland State Retirement & Pension System 0.03% Reduce -13.3% 14,661 $1.2M
Amalgamated Bank 0.01% Reduce -2.6% 14,329 $1.2M
State Board of Administration of Florida Retirement System 0.00% No change 14,233 $1.2M
Handelsbanken Fonder AB 0.00% Add +20.6% 14,023 $1.2M
Red Door Wealth Management, LLC 0.17% No change 13,864 $1.1M
Voya Investment Management LLC 0.00% Reduce -10.0% 13,764 $1.1M
New York State Teachers Retirement System 0.00% Reduce -0.7% 13,735 $1.1M
WINTON GROUP Ltd 0.07% Reduce -3.0% 13,497 $1.1M
Teacher Retirement System of Texas 0.00% Reduce -20.3% 13,141 $1.1M
Portside Wealth Group, LLC 0.18% Reduce -3.6% 13,062 $1.1M
Wedge Capital Management L L P 0.02% Reduce -23.9% 13,046 $1.1M
Jacobs Asset Management, LLC 0.68% No change 12,922 $1.1M
Kestra Advisory Services, LLC 0.01% Add +13.1% 12,891 $1.1M
Oakworth Capital, Inc. 0.07% Reduce -14.1% 12,837 $1.1M
US Bancorp \de 0.00% Reduce -25.2% 12,825 $1.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -1.4% 12,718 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -17.9% 12,624 $1.0M
State of Tennessee, Department of Treasury 0.00% No change 12,062 $996K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +12.1% 12,014 $992K
AlphaQuest LLC 0.11% Reduce -56.4% 11,999 $991K
SG Americas Securities, LLC 0.00% New 11,993 $991K
ProShare Advisors LLC 0.00% Reduce -21.9% 11,939 $986K
Jefferies Financial Group Inc. 0.02% Reduce -18.3% 11,641 $962K
Oregon Public Employees Retirement Fund 0.02% Reduce -2.5% 11,463 $947K
Brown Brothers Harriman & Co. 0.01% No change 11,437 $945K
Cibc World Markets Corp. 0.01% Add +137.1% 11,259 $930K
Police & Firemen's Retirement System of New Jersey 0.01% Add +2.9% 11,115 $918K
Balyasny Asset Management L.P. 0.00% New 10,599 $875K
KLP Kapitalforvaltning As 0.00% No change 10,300 $851K
Gibbs Wealth Management 0.20% Add +15.3% 10,206 $843K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 9,945 $821K
Everstar Asset Management, LLC 0.54% No change 9,938 $821K
Luken Investment Analytics, LLC 0.37% No change 9,573 $791K
Aptus Capital Advisors, LLC 0.01% Reduce -10.5% 9,045 $747K
Arcus Capital Partners, LLC 0.30% Add +1.8% 9,007 $744K
NJ State Employees Deferred Compensation Plan 0.10% No change 9,000 $743K
AQR Capital Management 0.00% Add +70.9% 8,989 $742K
Sunburst Financial Group, LLC 0.18% Reduce -11.0% 8,842 $730K
Atria Investments, Inc 0.01% Reduce -10.7% 8,737 $722K
Pictet Asset Management Holding SA 0.00% Add +5.5% 8,658 $715K
Equitable Holdings, Inc. 0.01% Add +0.6% 8,624 $712K
Fifth Third Wealth Advisors LLC 0.04% Reduce -3.5% 8,408 $694K
Shaker Investments LLC 0.33% New 8,372 $692K
Renaissance Technologies 0.00% New 8,300 $686K
Inspire Advisors, LLC 0.08% New 8,059 $666K
HSBC Holdings PLC 0.00% Add +34.1% 7,916 $650K
Precision Wealth Strategies, LLC 0.49% Add +5.0% 7,709 $637K
Aviso Financial Inc. 0.03% Reduce -2.4% 7,651 $632K
Mariner, LLC 0.00% Add +1.6% 6,893 $569K
Osaic Holdings, Inc. 0.00% Reduce -19.3% 6,580 $544K
Keybank National Association 0.00% Add +27.4% 6,430 $531K
Janney Montgomery Scott LLC 0.00% Reduce -4.5% 6,323 $522K
Firethorn Wealth Partners, LLC 0.24% No change 6,192 $511K
Alliance Wealth Advisors, LLC 0.13% Reduce -2.2% 6,139 $507K
Dynamic Technology Lab Private Ltd 0.07% Reduce -51.1% 6,126 $506K
Graham Capital Management, L.P. 0.02% Add +20.7% 6,104 $504K
Clearstead Advisors, LLC 0.01% No change 6,070 $501K
Montag A & Associates Inc. 0.02% No change 6,000 $496K
Butensky & Cohen Financial Security, Inc. 0.15% New 5,810 $480K
Vanguard Personalized Indexing Management, LLC 0.01% Add +7.7% 5,778 $477K
Summit Financial, LLC 0.01% New 5,725 $473K
State of Wisconsin Investment Board 0.00% Add +11.2% 5,375 $444K
Praxis Investment Management Inc. 0.03% No change 5,330 $440K
O'shaughnessy Asset Management, LLC 0.00% Add +53.9% 5,224 $432K
Independent Advisor Alliance 0.01% New 5,208 $430K
Quadrant Capital Group LLC 0.02% Add +98.5% 5,145 $425K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.3% 5,133 $424K
Weiss Asset Management LP 0.02% Reduce -94.6% 4,829 $399K
Orion Porfolio Solutions, LLC 0.00% Reduce -2.8% 4,739 $391K
Orion Portfolio Solutions, LLC 0.00% Reduce -2.8% 4,739 $391K
RFG Advisory, LLC 0.01% Reduce -2.0% 4,732 $391K
CIBC Private Wealth Group LLC 0.00% No change 5,380 $368K
Sagespring Wealth Partners, LLC 0.01% Add +2.1% 4,380 $362K
Resolute Wealth Strategies, LLC 0.20% Add +0.2% 4,248 $351K
Inspire Investing, LLC 0.04% Reduce -11.5% 4,186 $346K
Aster Capital Management (DIFC) Ltd 0.06% Add +2349.0% 3,600 $329K
Profund Advisors LLC 0.01% Reduce -40.2% 3,829 $316K
Xponance LLC 0.00% Add +5.1% 3,825 $316K
Public Employees Retirement Association of Colorado 0.00% No change 3,803 $314K
Wallace Advisory Group, LLC 0.22% Reduce -0.5% 3,703 $314K
STRS Ohio 0.00% No change 3,700 $306K
Crossmark Global Holdings, Inc. 0.01% No change 3,643 $301K
Fairvoy Private Wealth, LLC 0.08% Reduce -12.2% 3,600 $297K
Tower Research Capital LLC (TRC) 0.01% Add +13.7% 3,600 $297K
Coldstream Capital Management Inc. 0.01% Reduce -1.6% 3,528 $291K
Centiva Capital, LP 0.02% Reduce -1.6% 3,474 $287K
Arlington Trust Co LLC 0.06% No change 3,350 $277K
Holocene Advisors, LP 0.00% Reduce -84.1% 3,319 $274K
United Services Automobile Association 0.01% New 3,167 $260K
Cottonwood Capital Advisors, LLC 0.19% No change 3,141 $259K
Mackenzie Financial Corp. 0.00% Reduce -3.8% 3,082 $255K
Two Sigma Investments, LP 0.00% Reduce -0.3% 3,054 $252K
Aquatic Capital Management LLC 0.01% Reduce -52.7% 3,033 $251K
Advantage Alpha Capital Partners LP 0.06% Reduce -60.8% 3,021 $249K
LifeSteps Financial, Inc. 0.20% No change 3,000 $248K
Peapack Gladstone Financial Corp. 0.00% No change 2,913 $241K
Arete Wealth Advisors, LLC 0.02% Reduce -5.5% 2,904 $240K
Moody National Bank Trust Division 0.02% Add +1.8% 2,840 $235K
Quadrature Capital Ltd 0.01% New 2,767 $229K
Journey Strategic Wealth LLC 0.01% Add +0.1% 2,698 $223K
Bridgefront Capital, LLC 0.06% New 2,697 $223K
Corient Private Wealth LP 0.00% Add +2.0% 2,629 $217K
Mechanics Bank Trust Department 0.03% Reduce -9.2% 2,623 $217K
Commonwealth Equity Services, LLC 0.00% Add +0.4% 2,584 $213K
New Age Alpha Advisors, LLC 0.01% Reduce -55.6% 2,566 $212K
Advisors Capital Management, LLC 0.00% No change 2,480 $205K
KBC Group NV 0.00% Add +6.0% 2,466 $204K
Caxton Associates LLP 0.01% — 2,466 $204K
CI Investments Inc. 0.00% Add +15.1% 2,350 $194K
BI Asset Management Fondsmaeglerselskab A/S 0.00% New 2,067 $171K
Northwestern Mutual Wealth Management Co. 0.00% Add +0.3% 1,969 $163K
GAMMA Investing LLC 0.01% Reduce -63.9% 1,699 $140K
Signaturefd, LLC 0.00% Reduce -0.1% 1,329 $110K
Smartleaf Asset Management LLC 0.01% Reduce -4.6% 1,134 $93K
Cwm, LLC 0.00% Add +4.3% 776 $64K
Nisa Investment Advisors, LLC 0.00% No change 764 $63K
Eukles Asset Management 0.02% Reduce -64.0% 683 $56K
Sterling Capital Management LLC 0.00% Reduce -45.9% 643 $53K
Huntington National Bank 0.00% Add +14150.0% 570 $47K
Quarry LP 0.01% Add +52.8% 544 $45K
First Horizon Advisors, Inc. 0.00% Add +0.4% 467 $39K
Lazard Asset Management LLC 0.00% New 461 $38K
National Bank of Canada 0.00% Reduce -10.4% 361 $30K
Riverview Trust Co 0.03% No change 322 $27K
NewEdge Advisors, LLC 0.00% No change 299 $25K
Public Employees Retirement System of Ohio 0.00% New 267 $22K
Fifth Third Bancorp 0.00% Add +18.6% 261 $22K
Covestor Ltd 0.01% No change 226 $19K
Arax Advisory Partners 0.00% Add +111.7% 218 $18K
UMB Bank, n.a. 0.00% Add +50.4% 191 $16K
Optiver Holding B.V. 0.00% New 162 $13K
Financial Network Wealth Advisors LLC 0.01% New 138 $11K
Hexagon Capital Partners LLC 0.00% Add +102.9% 138 $11K
Harbor Capital Advisors, Inc. 0.00% Reduce -6.8% 136 $11K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.3% 129 $11K
Principal Securities, Inc. 0.00% No change 113 $10K
Wolff Wiese Magana LLC 0.01% Reduce -4.6% 104 $9K
SBI Securities Co., Ltd. 0.00% No change 102 $8K
Farther Finance Advisors, LLC 0.00% Reduce -57.0% 92 $7K
Rothschild Investment LLC 0.00% Add +33.3% 80 $7K
SVB Wealth LLC 0.00% New 64 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 62 $5K
Hemington Wealth Management 0.00% Add +24.5% 66 $5K
TD Waterhouse Canada Inc. 0.00% No change 58 $5K
JFS Wealth Advisors, LLC 0.00% No change 50 $4K
Parallel Advisors, LLC 0.00% Reduce -5.8% 49 $4K
Cornerstone Planning Group LLC 0.00% New 52 $4K
Steward Partners Investment Advisory, LLC 0.00% Add +15.8% 44 $4K
Spire Wealth Management 0.00% No change 40 $3K
Lindbrook Capital, LLC 0.00% No change 38 $3K
Jones Financial Companies LLLP 0.00% New 36 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 34 $3K
Whittier Trust Co. of Nevada Inc. 0.00% New 34 $3K
Albion Financial Group 0.00% No change 33 $3K
Parkside Financial Bank & Trust 0.00% Add +357.1% 32 $3K
Farmers & Merchants Investments Inc. 0.00% Reduce -8.8% 31 $3K
Brooklyn Investment Group 0.00% New 29 $2K
Allworth Financial LP 0.00% No change 31 $2K
Grayhawk Investment Strategies Inc. 0.00% No change 24 $2K
Bare Financial Services, Inc 0.00% New 23 $2K
Larson Financial Group LLC 0.00% No change 21 $2K
Geneos Wealth Management Inc. 0.00% New 19 $2K
Stephens Consulting, LLC 0.00% New 15 $1K
Hantz Financial Services, Inc. 0.00% New 8 $1K
Bell Investment Advisors, Inc 0.00% New 12 $992
SJS Investment Consulting Inc. 0.00% No change 12 $992
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $992
Rise Advisors, LLC 0.00% New 12 $991
Hughes Financial Services, LLC 0.00% New 12 $971
Amundi 0.00% New 11 $814
Global Financial Private Client, LLC 0.00% Add +133.3% 7 $578
Abound Wealth Management 0.00% No change 4 $331
Assetmark, Inc. 0.00% Reduce -25.0% 3 $248
Parkworth Wealth Management, Inc. 0.00% No change 2 $165
TFC Financial Management, Inc. 0.00% No change 1 $83
True Wealth Design, LLC 0.00% New 1 $83
HFM Investment Advisors, LLC 0.00% — 1 $83
Bay Harbor Wealth Management, LLC 0.00% New 1 $82

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