Servisfirst BancsharesSFBS

13F holders, Q2 2025 (June 30)
308holders +4
36new positions
31sold out
9famous investors
$76.60avg. 13F price*

At the end of Q2 2025, 308 institutions reported holding Servisfirst Bancshares Inc. (SFBS) in their 13F filings, up 4 from Q1 2025. 36 opened new positions and 31 sold out. The largest holders were BlackRock, Inc. ($590.2M), Vanguard Group Inc. ($461.0M) and Champlain Investment Partners, LLC ($198.9M). 9 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions36$17.7M
Exits31$15.3M

All 13F filers, Q1 2025 → Q2 2025: 2,466,329 shares bought and 1,307,789 shares sold, net +1,158,540 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 308 holders

BlackRock, Inc. 0.01% Reduce -2.6% 7,614,785 $590.2M
Vanguard Group Inc. 0.01% Add +0.8% 5,947,809 $461.0M
Champlain Investment Partners, LLC 1.39% Add +15.8% 2,566,528 $198.9M
State Street Corp. 0.01% Reduce -3.2% 2,396,404 $185.7M
Kayne Anderson Rudnick Investment Management LLC 0.40% Reduce -9.1% 2,136,860 $165.6M
Geode Capital Management, LLC 0.01% Reduce -0.3% 1,177,700 $91.3M
Dimensional Fund Advisors LP 0.02% Reduce -0.2% 1,122,258 $87.0M
Victory Capital Management Inc. 0.05% Reduce -0.9% 1,063,136 $82.4M
Principal Financial Group Inc. 0.04% Add +0.1% 1,057,557 $82.0M
Welch Group, LLC 3.16% Reduce 0.0% 974,158 $75.5M
Stonegate Investment Group, LLC 1.83% Reduce -0.1% 937,669 $72.7M
Davis Asset Management, L.P. 2.30% No change 763,562 $59.2M
JPMorgan Chase & Co. 0.00% Add +6.7% 762,392 $59.1M
Morgan Stanley 0.00% Add +0.1% 642,889 $49.8M
Northern Trust Corp. 0.01% Add +0.7% 627,781 $48.7M
Norges Bank 0.01% Add +3.6% 610,363 $47.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.0% 534,242 $41.4M
Wasatch Advisors LP 0.21% Add +12.6% 507,316 $39.3M
Deprince Race & Zollo Inc. 0.75% Add +26.0% 465,210 $36.1M
Wells Fargo & Company 0.01% Add +16.4% 452,942 $35.1M
Bank of New York Mellon Corp 0.01% Reduce -2.5% 444,686 $34.5M
Bragg Financial Advisors, Inc 1.16% Add +0.5% 419,620 $32.5M
First Trust Advisors LP 0.02% Add +231.6% 326,702 $25.3M
Goldman Sachs Group Inc. 0.00% Add +5.9% 317,469 $24.6M
JARISLOWSKY, FRASER Ltd 0.14% Add +1.3% 306,182 $23.7M
Creative Planning 0.02% Reduce -0.0% 243,047 $18.8M
Gotham Asset Management 0.10% Add +556.3% 722,950 $17.0M
Sei Investments Co. 0.02% Add +24.9% 218,074 $16.9M
Raymond James Financial Inc. 0.01% Add +0.2% 214,181 $16.6M
Ceredex Value Advisors LLC 0.31% Add +9.3% 185,300 $14.4M
Public Sector Pension Investment Board 0.06% Add +7.6% 171,305 $13.3M
UBS Group AG 0.00% Add +105.7% 170,905 $13.2M
Waverly Advisors, LLC 0.13% Add +8.4% 158,295 $12.3M
Mutual of America Capital Management LLC 0.13% Add +0.3% 153,323 $11.9M
Envestnet Asset Management Inc. 0.00% Reduce -8.8% 150,032 $11.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +41.6% 145,702 $11.3M
Rhumbline Advisers 0.01% Add +2.4% 141,283 $11.0M
Legal & General Group Plc 0.00% Add +0.8% 139,653 $10.8M
Nuveen, LLC 0.00% Reduce -13.9% 132,703 $10.3M
Invesco Ltd. 0.00% Reduce -11.1% 120,847 $9.4M
Clarkston Capital Partners, LLC 0.20% No change 120,000 $9.3M
Barclays PLC 0.00% Add +45.5% 117,379 $9.1M
Bank of America Corp. 0.00% Add +44.1% 115,051 $8.9M
Royal Bank of Canada 0.00% Add +538.8% 107,416 $8.3M
Ameriprise Financial Inc. 0.00% Reduce -7.7% 101,742 $7.9M
Qube Research & Technologies Ltd 0.01% Add +13.9% 100,227 $7.8M
Swiss National Bank 0.00% Reduce -1.4% 99,068 $7.7M
Leavell Investment Management, Inc. 0.33% No change 95,272 $7.4M
Sanctuary Advisors, LLC 0.04% Reduce -0.9% 90,304 $7.0M
Susquehanna International Group, LLP 0.01% Add +0.9% 83,095 $6.4M
Mitchell McLeod Pugh & Williams Inc. 1.14% No change 78,915 $6.1M
Stifel Financial Corp. 0.01% Reduce -7.6% 78,432 $6.1M
Fisher Asset Management 0.00% Reduce -1.3% 78,031 $6.0M
California Public Employees Retirement System 0.00% Add +8.8% 77,865 $6.0M
D. E. Shaw & Co. 0.01% Add +135.1% 72,253 $5.6M
Citigroup Inc. 0.00% Reduce -22.0% 70,595 $5.5M
Federated Hermes, Inc. 0.01% Reduce -6.3% 69,439 $5.4M
Millennium Management 0.00% Reduce -53.9% 67,587 $5.2M
Alliancebernstein L.P. 0.00% Add +0.0% 66,009 $5.1M
TrueWealth Advisors, LLC 1.50% Add +0.0% 65,563 $5.1M
Prudential Financial Inc. 0.01% Add +6.4% 52,346 $4.9M
Blue Trust, Inc. 0.05% Add +106.3% 52,447 $4.1M
HighTower Advisors, LLC 0.01% Reduce -2.5% 52,054 $4.0M
Citadel Advisors 0.00% Reduce -4.3% 51,343 $4.0M
BNP Paribas Financial Markets 0.00% Add +101.4% 48,113 $3.7M
California State Teachers Retirement System 0.00% Add +0.1% 47,866 $3.7M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.2% 45,925 $3.6M
Dark Forest Capital Management LP 0.14% Add +32.7% 44,981 $3.5M
T. Rowe Price Associates Inc. 0.00% Add +8.3% 44,530 $3.5M
ExodusPoint Capital Management, LP 0.04% New 44,262 $3.4M
Russell Investments Group, Ltd. 0.00% Add +6.8% 41,568 $3.2M
Thrivent Financial for Lutherans 0.01% Reduce -9.4% 39,958 $3.1M
Wedge Capital Management L L P 0.05% Add +195.3% 38,527 $3.0M
AlphaQuest LLC 0.29% Add +219.6% 38,344 $3.0M
Neuberger Berman Group LLC 0.00% Reduce -9.3% 37,238 $2.9M
Deutsche Bank AG 0.00% Reduce -11.9% 36,791 $2.9M
Jacobs Asset Management, LLC 1.62% Add +184.6% 36,776 $2.9M
Rafferty Asset Management, LLC 0.01% Add +0.8% 35,760 $2.8M
Daiwa Securities Group Inc. 0.01% Reduce -6.2% 35,091 $2.7M
Squarepoint Ops LLC 0.01% Add +62.2% 35,089 $2.7M
PNC Financial Services Group, Inc. 0.00% Reduce 0.0% 34,043 $2.6M
American Century Companies Inc. 0.00% Reduce -46.4% 33,927 $2.6M
Intech Investment Management LLC 0.02% Reduce -17.3% 33,475 $2.6M
Eubel Brady & Suttman Asset Management Inc. 0.35% No change 32,950 $2.6M
Regions Financial Corp. 0.02% No change 32,922 $2.6M
Savant Capital, LLC 0.02% Add +2.6% 32,703 $2.5M
EverSource Wealth Advisors, LLC 0.11% Add +0.9% 31,991 $2.5M
HHM Wealth Advisors, LLC 0.29% Reduce -6.6% 31,349 $2.4M
M&T Bank Corp 0.01% Reduce -3.2% 30,834 $2.4M
MetLife Investment Management, LLC 0.01% Add +4.0% 30,777 $2.4M
Cetera Investment Advisers 0.00% Reduce -0.9% 30,769 $2.4M
State of Alaska, Department of Revenue 0.02% Add +7.6% 29,927 $2.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -4.6% 28,725 $2.2M
Bank of Montreal 0.00% Add +0.5% 28,507 $2.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -6.3% 28,295 $2.2M
Comerica Bank 0.01% Add +24.3% 27,069 $2.1M
Jain Global LLC 0.03% New 26,924 $2.1M
Illinois Municipal Retirement Fund 0.03% Reduce -4.8% 26,900 $2.1M
GAMCO Investors 0.02% No change 26,000 $2.0M
Franklin Resources Inc. 0.00% Reduce -3.6% 25,789 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +16.1% 25,632 $2.0M
Louisiana State Employees Retirement System 0.03% Reduce -0.4% 23,500 $1.8M
Bessemer Group Inc. 0.00% Add +6.4% 23,369 $1.8M
Keel Point, LLC 0.12% Add +0.3% 22,512 $1.7M
Diversified Trust Co. 0.04% Add +16.3% 22,086 $1.7M
Los Angeles Capital Management LLC 0.01% Reduce -5.2% 21,968 $1.7M
Janus Henderson Group PLC 0.00% Reduce -39.0% 21,467 $1.7M
Natixis Advisors, LLC 0.00% Reduce -5.1% 20,658 $1.6M
Jane Street Group, LLC 0.00% Reduce -78.5% 20,627 $1.6M
Voloridge Investment Management, LLC 0.01% Reduce -61.9% 19,165 $1.5M
Ensign Peak Advisors, Inc 0.00% Reduce -4.3% 19,042 $1.5M
Yousif Capital Management, LLC 0.02% Add +1.1% 18,918 $1.5M
Captrust Financial Advisors 0.00% Add +0.6% 18,671 $1.4M
Verition Fund Management LLC 0.01% New 18,147 $1.4M
LPL Financial LLC 0.00% Add +4.5% 17,175 $1.3M
Renaissance Technologies 0.00% Add +102.4% 16,800 $1.3M
Smith Thornton Advisors LLC 0.73% Reduce -1.3% 16,455 $1.3M
Park Place Capital Corp 0.29% No change 15,900 $1.3M
New York State Common Retirement Fund 0.00% Add +4.5% 16,430 $1.3M
Aquatic Capital Management LLC 0.03% Add +438.1% 16,320 $1.3M
Osaic Holdings, Inc. 0.00% Add +140.1% 15,799 $1.2M
Norden Group LLC 0.13% Add +0.2% 15,381 $1.2M
Susquehanna Portfolio Strategies, LLC 0.03% New 15,237 $1.2M
Arizona State Retirement System 0.01% Add +1.8% 15,138 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -6.6% 14,811 $1.1M
&partners 0.01% Reduce -0.5% 14,786 $1.1M
Maryland State Retirement & Pension System 0.03% Add +0.7% 14,766 $1.1M
Vest Financial, LLC 0.02% New 14,679 $1.1M
Occudo Quantitative Strategies LP 0.13% New 14,505 $1.1M
Amalgamated Bank 0.01% Add +0.0% 14,331 $1.1M
HSBC Holdings PLC 0.00% Add +78.8% 14,150 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 14,233 $1.1M
Voya Investment Management LLC 0.00% Add +1.7% 13,995 $1.1M
Red Door Wealth Management, LLC 0.13% No change 13,864 $1.1M
New York State Teachers Retirement System 0.00% Reduce -0.7% 13,635 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +4.4% 13,273 $1.0M
Teacher Retirement System of Texas 0.00% Reduce -1.2% 12,987 $1.0M
Handelsbanken Fonder AB 0.00% Reduce -7.8% 12,923 $1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +7.4% 12,899 $1000K
US Bancorp \de 0.00% Reduce -0.2% 12,798 $992K
Kestra Advisory Services, LLC 0.00% Reduce -1.7% 12,672 $982K
Tudor Investment Corporation 0.01% Reduce -48.9% 12,396 $961K
Portside Wealth Group, LLC 0.14% Reduce -6.1% 12,265 $951K
Oakworth Capital, Inc. 0.06% Reduce -4.7% 12,235 $948K
State of Tennessee, Department of Treasury 0.00% No change 12,062 $935K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -7.3% 11,707 $907K
Oregon Public Employees Retirement Fund 0.02% Add +0.9% 11,563 $896K
Index Fund Advisors, Inc. 0.05% New 11,505 $892K
ProShare Advisors LLC 0.00% Reduce -3.7% 11,499 $891K
Police & Firemen's Retirement System of New Jersey 0.01% Add +3.2% 11,473 $889K
Brown Brothers Harriman & Co. 0.01% No change 11,437 $886K
AQR Capital Management 0.00% Add +22.6% 11,016 $854K
KLP Kapitalforvaltning As 0.00% Add +6.8% 11,000 $853K
Gibbs Wealth Management 0.16% Add +5.2% 10,734 $832K
Luken Investment Analytics, LLC 0.34% Add +4.0% 9,951 $771K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 9,945 $771K
Everstar Asset Management, LLC 0.47% No change 9,938 $770K
Algert Global LLC 0.02% Reduce -74.6% 9,742 $755K
Mariner, LLC 0.00% Add +38.6% 9,551 $740K
Quantbot Technologies LP 0.02% New 9,392 $728K
Arcus Capital Partners, LLC 0.30% Add +0.5% 9,051 $702K
Aptus Capital Advisors, LLC 0.01% Reduce -0.2% 9,025 $700K
NJ State Employees Deferred Compensation Plan 0.08% No change 9,000 $698K
Sunburst Financial Group, LLC 0.15% No change 8,842 $685K
Inspire Advisors, LLC 0.07% Add +8.1% 8,713 $675K
Atria Investments, Inc 0.01% Reduce -1.3% 8,625 $669K
Equitable Holdings, Inc. 0.01% Reduce -0.6% 8,573 $664K
Fifth Third Wealth Advisors LLC 0.03% Add +0.4% 8,444 $655K
Callan Family Office, LLC 0.02% New 8,015 $621K
Pictet Asset Management Holding SA 0.00% Reduce -7.7% 7,996 $620K
Precision Wealth Strategies, LLC 0.20% Add +2.3% 7,889 $611K
O'shaughnessy Asset Management, LLC 0.00% Add +49.4% 7,807 $605K
Campbell & CO Investment Adviser LLC 0.04% New 7,737 $600K
Aviso Financial Inc. 0.03% Reduce -0.4% 7,617 $590K
Janney Montgomery Scott LLC 0.00% Add +20.4% 7,613 $590K
Readystate Asset Management LP 0.04% New 7,263 $563K
Pathstone Holdings, LLC 0.00% Reduce -52.2% 7,226 $560K
Tower Research Capital LLC (TRC) 0.01% Add +98.1% 7,133 $553K
XTX Topco Ltd 0.02% New 6,886 $534K
Brevan Howard Capital Management LP 0.01% New 6,824 $529K
Vanguard Personalized Indexing Management, LLC 0.01% Add +13.9% 6,584 $510K
SG Americas Securities, LLC 0.00% Reduce -45.6% 6,528 $506K
Cibc World Markets Corp. 0.00% Reduce -43.5% 6,361 $493K
Townsquare Capital LLC 0.05% Reduce -93.0% 6,344 $492K
Firethorn Wealth Partners, LLC 0.21% Reduce -0.1% 6,187 $480K
Clearstead Advisors, LLC 0.01% Add +1.1% 6,140 $476K
Montag A & Associates Inc. 0.02% No change 6,000 $465K
Holocene Advisors, LP 0.00% Add +76.3% 5,851 $454K
Butensky & Cohen Financial Security, Inc. 0.13% No change 5,810 $450K
Alliance Wealth Advisors, LLC 0.11% Reduce -7.7% 5,665 $439K
Keybank National Association 0.00% Reduce -15.7% 5,423 $420K
CIBC Private Wealth Group LLC 0.00% Reduce -0.1% 5,377 $417K
Praxis Investment Management Inc. 0.03% No change 5,330 $413K
Independent Advisor Alliance 0.01% Add +2.2% 5,322 $413K
Ameritas Investment Partners, Inc. 0.01% Add +2.7% 5,271 $409K
Inspire Investing, LLC 0.04% Add +19.6% 5,005 $388K
Avantax Planning Partners, Inc. 0.01% New 5,000 $388K
Orion Porfolio Solutions, LLC 0.00% Add +4.0% 4,926 $382K
State of Wisconsin Investment Board 0.00% Reduce -8.8% 4,904 $380K
Quadrant Capital Group LLC 0.01% Reduce -5.1% 4,881 $378K
Quantinno Capital Management LP 0.00% New 4,810 $373K
Balyasny Asset Management L.P. 0.00% Reduce -57.5% 4,507 $349K
FMR LLC 0.00% Reduce -75.5% 4,421 $343K
Lido Advisors, LLC 0.00% New 4,378 $339K
Sagespring Wealth Partners, LLC 0.01% Reduce -1.5% 4,314 $334K
EntryPoint Capital, LLC 0.17% New 4,259 $330K
Resolute Wealth Strategies, LLC 0.18% Add +0.2% 4,257 $330K
Schonfeld Strategic Advisors LLC 0.00% New 4,204 $326K
Coldstream Capital Management Inc. 0.01% Add +17.3% 4,138 $321K
Wallace Advisory Group, LLC 0.23% Add +4.0% 3,852 $318K
Profund Advisors LLC 0.01% Add +5.7% 4,048 $314K
Xponance LLC 0.00% Add +4.8% 4,008 $311K
Public Employees Retirement Association of Colorado 0.00% No change 3,803 $295K
Crossmark Global Holdings, Inc. 0.00% Add +1.0% 3,678 $285K
Fairvoy Private Wealth, LLC 0.07% Reduce -2.8% 3,500 $271K
RFG Advisory, LLC 0.01% Reduce -26.5% 3,479 $270K
Two Sigma Investments, LP 0.00% Add +13.5% 3,465 $269K
STRS Ohio 0.00% Reduce -8.1% 3,400 $264K
Arlington Trust Co LLC 0.05% Add +0.2% 3,357 $260K
Fiduciary Trust Co 0.00% New 3,288 $255K
Aigen Investment Management, LP 0.03% New 3,153 $244K
Cottonwood Capital Advisors, LLC 0.16% No change 3,141 $243K
Mackenzie Financial Corp. 0.00% No change 3,082 $239K
LifeSteps Financial, Inc. 0.16% No change 3,000 $233K
Moody National Bank Trust Division 0.02% Add +5.6% 3,000 $233K
Commonwealth Equity Services, LLC 0.00% Add +14.1% 2,949 $229K
Arete Wealth Advisors, LLC 0.02% No change 2,904 $225K
Numerai GP LLC 0.03% New 2,870 $222K
Journey Strategic Wealth LLC 0.01% Add +1.0% 2,726 $211K
Summit Financial, LLC 0.00% Reduce -52.4% 2,725 $211K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 2,691 $209K
Centiva Capital, LP 0.01% Reduce -24.4% 2,625 $203K
Mechanics Bank Trust Department 0.03% No change 2,623 $203K
Corient Private Wealth LP 0.00% Reduce -1.2% 2,597 $201K
CI Investments Inc. 0.00% Reduce -3.1% 2,276 $176K
Northwestern Mutual Wealth Management Co. 0.00% Add +6.3% 2,094 $162K
KBC Group NV 0.00% Reduce -33.8% 1,633 $127K
Signaturefd, LLC 0.00% Reduce -3.6% 1,281 $99K
Danske Bank A/S 0.00% Reduce -97.4% 1,277 $99K
Exchange Traded Concepts, LLC 0.00% New 1,268 $98K
GAMMA Investing LLC 0.01% Reduce -33.7% 1,127 $87K
Smartleaf Asset Management LLC 0.01% Reduce -9.6% 1,025 $81K
Nisa Investment Advisors, LLC 0.00% Add +6.3% 812 $63K
Cwm, LLC 0.00% Reduce -1.8% 762 $59K
Eukles Asset Management 0.02% No change 683 $53K
Covestor Ltd 0.03% Add +152.7% 571 $44K
Lazard Asset Management LLC 0.00% Add +23.9% 571 $44K
First Horizon Advisors, Inc. 0.00% Reduce -4.5% 446 $35K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 434 $34K
National Bank of Canada 0.00% Add +13.6% 410 $32K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -81.4% 384 $30K
Ameritas Advisory Services, LLC 0.00% New 386 $30K
State of Wyoming 0.00% New 371 $29K
NewEdge Advisors, LLC 0.00% No change 299 $23K
Public Employees Retirement System of Ohio 0.00% Add +6.4% 284 $22K
Fifth Third Bancorp 0.00% Add +5.8% 276 $21K
Whittier Trust Co. of Nevada Inc. 0.00% Add +655.9% 257 $20K
Brooklyn Investment Group 0.00% Add +637.9% 214 $17K
UMB Bank, n.a. 0.00% Add +5.8% 202 $16K
Optiver Holding B.V. 0.00% Add +11.7% 181 $14K
Harbor Capital Advisors, Inc. 0.00% Add +21.3% 165 $13K
Financial Network Wealth Advisors LLC 0.01% Add +0.7% 139 $11K
MAI Capital Management 0.00% New 125 $10K
Sterling Capital Management LLC 0.00% Reduce -80.6% 125 $10K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -5.4% 122 $9K
Principal Securities, Inc. 0.00% No change 113 $9K
Twin Peaks Wealth Advisors, LLC 0.00% New 106 $9K
Wolff Wiese Magana LLC 0.01% No change 104 $8K
Hantz Financial Services, Inc. 0.00% Add +1137.5% 99 $8K
Bare Financial Services, Inc 0.00% Add +308.7% 94 $7K
Farther Finance Advisors, LLC 0.00% Reduce -21.7% 72 $6K
Rothschild Investment LLC 0.00% Reduce -12.5% 70 $5K
Hemington Wealth Management 0.00% Add +1.5% 67 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 62 $5K
JFS Wealth Advisors, LLC 0.00% Add +2.0% 51 $4K
Parkside Financial Bank & Trust 0.00% Add +43.8% 46 $4K
Jones Financial Companies LLLP 0.00% Add +13.9% 41 $3K
Spire Wealth Management 0.00% No change 40 $3K
Webster Bank, N. A. 0.00% New 39 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 34 $3K
Albion Financial Group 0.00% No change 33 $3K
Farmers & Merchants Investments Inc. 0.00% No change 31 $2K
Allworth Financial LP 0.00% No change 31 $2K
TD Waterhouse Canada Inc. 0.00% Reduce -48.3% 30 $2K
Clearstead Trust, LLC 0.00% New 30 $2K
Capital A Wealth Management, LLC 0.03% New 34 $2K
Larson Financial Group LLC 0.00% Add +33.3% 28 $2K
Cornerstone Planning Group LLC 0.00% Reduce -50.0% 26 $2K
Sagard Holdings Management Inc. 0.01% — 24 $2K
Fortitude Family Office, LLC 0.00% New 17 $1K
Parallel Advisors, LLC 0.00% Reduce -65.3% 17 $1K
Assetmark, Inc. 0.00% Add +366.7% 14 $1K
Scarborough Advisors, LLC 0.00% New 13 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $931
SBI Securities Co., Ltd. 0.00% Reduce -88.2% 12 $930
Activest Wealth Management 0.00% New 9 $698
IFP Advisors, Inc 0.00% Add +0.0% 9 $698
Steward Partners Investment Advisory, LLC 0.00% Reduce -79.5% 9 $698
SJS Investment Consulting Inc. 0.00% Reduce -41.7% 7 $543
Abound Wealth Management 0.00% No change 4 $311
Bay Harbor Wealth Management, LLC 0.00% Add +300.0% 4 $310
Huntington National Bank 0.00% Reduce -99.3% 4 $310
Raleigh Capital Management Inc. 0.00% New 3 $244
Rialto Wealth Management, LLC 0.00% New 3 $233
HFM Investment Advisors, LLC 0.00% Add +200.0% 3 $233
Parkworth Wealth Management, Inc. 0.00% No change 2 $155
TFC Financial Management, Inc. 0.00% No change 1 $78
True Wealth Design, LLC 0.00% No change 1 $78

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