Servisfirst BancsharesSFBS

13F holders, Q4 2025 (December 31)
323holders +12
40new positions
34sold out
8famous investors
$71.82avg. 13F price*

At the end of Q4 2025, 323 institutions reported holding Servisfirst Bancshares Inc. (SFBS) in their 13F filings, up 12 from Q3 2025. 40 opened new positions and 34 sold out. The largest holders were BlackRock, Inc. ($534.2M), Vanguard Group Inc. ($436.6M) and State Street Corp. ($176.9M). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 2025 → Q4 2025

InstitutionsTotal Value
New Positions40$75.6M
Exits34$22.6M

All 13F filers, Q3 2025 → Q4 2025: 3,746,341 shares bought and 3,023,927 shares sold, net +722,414 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 323 holders

BlackRock, Inc. 0.01% Add +1.7% 7,440,678 $534.2M
Vanguard Group Inc. 0.01% Add +3.3% 6,081,945 $436.6M
State Street Corp. 0.01% Add +3.5% 2,463,986 $176.9M
Kayne Anderson Rudnick Investment Management LLC 0.30% Reduce -18.8% 1,572,102 $112.9M
Champlain Investment Partners, LLC 1.14% Reduce -41.8% 1,568,859 $112.6M
Geode Capital Management, LLC 0.01% Reduce -0.3% 1,178,319 $84.6M
Dimensional Fund Advisors LP 0.02% Add +0.2% 1,123,661 $80.7M
JPMorgan Chase & Co. 0.01% Add +12.2% 1,079,628 $77.5M
Principal Financial Group Inc. 0.04% Add +0.2% 1,018,353 $73.1M
Welch Group, LLC 2.78% Add +2.0% 1,003,503 $72.0M
NewEdge Advisors, LLC 0.24% Add +307426.8% 919,505 $66.0M
Davis Asset Management, L.P. 2.25% Add +14.6% 875,376 $62.8M
Victory Capital Management Inc. 0.03% Reduce -26.4% 733,615 $52.7M
Morgan Stanley 0.00% Add +23.9% 681,079 $48.9M
Norges Bank 0.01% — 667,332 $47.9M
Northern Trust Corp. 0.01% Reduce -5.2% 589,789 $42.3M
First Trust Advisors LP 0.03% Add +8.3% 571,853 $41.1M
Charles Schwab Investment Management Inc. 0.01% Add +0.6% 543,244 $39.0M
Deprince Race & Zollo Inc. 0.74% Add +4.3% 536,197 $38.5M
Wasatch Advisors LP 0.21% Reduce -27.8% 481,855 $34.6M
Bragg Financial Advisors, Inc 0.98% Add +0.0% 420,381 $30.2M
1832 Asset Management L.P. 0.04% New 419,735 $30.1M
Goldman Sachs Group Inc. 0.00% Reduce -0.7% 418,804 $30.1M
Bank of New York Mellon Corp 0.01% Reduce -4.5% 416,129 $29.9M
Wells Fargo & Company 0.01% Reduce -3.7% 352,633 $25.3M
Millennium Management 0.01% Add +250.6% 259,618 $18.6M
Creative Planning 0.01% Reduce -5.5% 232,207 $16.7M
Raymond James Financial Inc. 0.00% Reduce -11.8% 198,394 $14.2M
Citadel Advisors 0.01% Add +405.2% 183,577 $13.2M
Public Sector Pension Investment Board 0.04% Reduce -11.2% 173,946 $12.5M
Waverly Advisors, LLC 0.09% Add +1.8% 159,780 $11.5M
Mutual of America Capital Management LLC 0.11% Reduce -2.5% 149,067 $10.7M
Rhumbline Advisers 0.01% Reduce -0.5% 139,981 $10.0M
Sei Investments Co. 0.01% Reduce -40.9% 139,394 $10.0M
UBS Group AG 0.00% Add +28.7% 133,136 $9.6M
Legal & General Group Plc 0.00% Reduce -3.3% 129,389 $9.3M
Invesco Ltd. 0.00% Add +3.5% 124,943 $9.0M
Clarkston Capital Partners, LLC 0.20% No change 120,000 $8.6M
Ameriprise Financial Inc. 0.00% Add +3.5% 119,075 $8.5M
Nuveen, LLC 0.00% Reduce -2.3% 116,177 $8.3M
Loomis Sayles & Co. L P 0.01% New 113,478 $8.1M
Tudor Investment Corporation 0.04% Add +814.6% 105,522 $7.6M
Qube Research & Technologies Ltd 0.01% Add +75.7% 102,712 $7.4M
Swiss National Bank 0.00% Add +1.8% 102,368 $7.3M
Jacobs Asset Management, LLC 4.00% New 100,000 $7.2M
D. E. Shaw & Co. 0.01% Add +279.3% 96,441 $6.9M
Barclays PLC 0.00% Add +15.3% 93,512 $6.7M
Mitchell McLeod Pugh & Williams Inc. 0.95% Reduce -1.0% 78,063 $6.7M
Bank of America Corp. 0.00% Reduce -21.2% 91,502 $6.6M
Leavell Investment Management, Inc. 0.27% Reduce -4.6% 90,854 $6.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +8.8% 90,321 $6.5M
California Public Employees Retirement System 0.00% Add +2.4% 83,524 $6.0M
Envestnet Asset Management Inc. 0.00% Reduce -39.6% 82,428 $5.9M
Jane Street Group, LLC 0.01% Add +63.1% 78,328 $5.6M
SG Americas Securities, LLC 0.01% Add +600.5% 76,232 $5.5M
Fisher Asset Management 0.00% Reduce -1.7% 75,561 $5.4M
Stifel Financial Corp. 0.00% Reduce -3.3% 72,324 $5.2M
Alliancebernstein L.P. 0.00% Add +4.2% 68,953 $5.0M
Russell Investments Group, Ltd. 0.01% Add +10.3% 68,178 $4.9M
TrueWealth Advisors, LLC 1.22% Reduce -0.1% 65,463 $4.7M
Squarepoint Ops LLC 0.01% Add +37.5% 56,439 $4.1M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 55,274 $4.0M
T. Rowe Price Associates Inc. 0.00% Add +5.8% 49,750 $3.6M
Campbell & CO Investment Adviser LLC 0.17% New 49,491 $3.6M
California State Teachers Retirement System 0.00% Add +3.2% 49,387 $3.5M
Algert Global LLC 0.05% Add +1212.8% 48,994 $3.5M
CANADA LIFE ASSURANCE Co 0.01% Add +4.1% 47,580 $3.4M
Edgestream Partners, L.P. 0.10% New 47,544 $3.4M
Prudential Financial Inc. 0.00% Reduce -6.6% 47,146 $3.4M
Blue Trust, Inc. 0.04% No change 45,697 $3.3M
HighTower Advisors, LLC 0.00% Reduce -12.4% 43,710 $3.1M
Deutsche Bank AG 0.00% Add +4.0% 42,862 $3.1M
Citigroup Inc. 0.00% Add +4.6% 42,048 $3.0M
LPL Financial LLC 0.00% Add +104.5% 41,846 $3.0M
American Century Companies Inc. 0.00% Add +20.2% 39,591 $2.8M
Wedge Capital Management L L P 0.05% Add +11.5% 39,545 $2.8M
Vest Financial, LLC 0.03% Add +11.4% 37,241 $2.7M
Rafferty Asset Management, LLC 0.01% Reduce -4.6% 36,936 $2.7M
Thrivent Financial for Lutherans 0.00% Reduce -5.7% 35,717 $2.6M
Trexquant Investment LP 0.02% New 35,125 $2.5M
PNC Financial Services Group, Inc. 0.00% Add +0.1% 34,233 $2.5M
Watchman Group, Inc. 0.58% Add +5.1% 33,926 $2.4M
Eubel Brady & Suttman Asset Management Inc. 0.29% No change 32,950 $2.4M
Savant Capital, LLC 0.01% Reduce -3.7% 32,722 $2.3M
Point72 Asset Management 0.00% New 31,780 $2.3M
State of New Jersey Common Pension Fund D 0.01% Add +23.0% 31,584 $2.3M
Cetera Investment Advisers 0.00% Reduce -1.8% 31,492 $2.3M
HHM Wealth Advisors, LLC 0.26% Reduce -1.0% 30,735 $2.2M
Regions Financial Corp. 0.01% No change 30,672 $2.2M
Daiwa Securities Group Inc. 0.01% Reduce -9.7% 29,420 $2.1M
MetLife Investment Management, LLC 0.01% Reduce -5.4% 28,515 $2.0M
State of Alaska, Department of Revenue 0.02% Add +1.6% 27,993 $2.0M
ExodusPoint Capital Management, LP 0.02% New 27,479 $2.0M
AlphaQuest LLC 0.11% Add +21.9% 27,418 $2.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -3.3% 26,280 $1.9M
GAMCO Investors 0.02% No change 26,000 $1.9M
Keel Point, LLC 0.11% Add +14.6% 25,876 $1.9M
Illinois Municipal Retirement Fund 0.02% Reduce -7.0% 25,579 $1.8M
Level Four Advisory Services, LLC 0.06% New 24,777 $1.8M
Janus Henderson Group PLC 0.00% Reduce -70.4% 24,272 $1.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.2% 23,986 $1.7M
Louisiana State Employees Retirement System 0.03% Reduce -0.4% 23,000 $1.7M
Bank of Montreal 0.00% Reduce -9.1% 22,738 $1.6M
M&T Bank Corp 0.01% Reduce -22.1% 21,825 $1.6M
Holocene Advisors, LP 0.00% Add +20.2% 21,742 $1.6M
Comerica Bank 0.01% Reduce -9.2% 21,612 $1.6M
Diversified Trust Co. 0.03% Reduce -8.6% 21,339 $1.5M
Los Angeles Capital Management LLC 0.01% No change 21,848 $1.5M
Intech Investment Management LLC 0.01% Reduce -37.4% 20,797 $1.5M
Natixis Advisors, LLC 0.00% Reduce -7.3% 20,053 $1.4M
HB Wealth Management, LLC 0.01% Add +0.6% 19,246 $1.4M
Occudo Quantitative Strategies LP 0.09% Add +484.3% 18,640 $1.3M
Captrust Financial Advisors 0.00% Add +0.1% 17,736 $1.3M
Federation des caisses Desjardins du Quebec 0.00% Add +31.6% 17,734 $1.3M
Twinbeech Capital LP 0.09% New 17,064 $1.2M
Bessemer Group Inc. 0.00% Reduce -28.0% 16,877 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -16.8% 16,582 $1.2M
Numerai GP LLC 0.14% Add +522.2% 16,464 $1.2M
New York State Common Retirement Fund 0.00% No change 16,430 $1.2M
Smith Thornton Advisors LLC 0.59% No change 16,155 $1.2M
Park Place Capital Corp 0.24% No change 15,900 $1.1M
Voloridge Investment Management, LLC 0.00% New 15,737 $1.1M
WINTON GROUP Ltd 0.04% New 14,705 $1.1M
Quantinno Capital Management LP 0.00% Add +95.9% 14,683 $1.1M
Amalgamated Bank 0.01% Add +0.9% 14,643 $1.1M
Arizona State Retirement System 0.01% Reduce -5.4% 14,525 $1.0M
Susquehanna Portfolio Strategies, LLC 0.02% Reduce -59.1% 14,437 $1.0M
Yousif Capital Management, LLC 0.01% Reduce -14.1% 13,565 $1.0M
State Board of Administration of Florida Retirement System 0.00% No change 14,200 $1.0M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -0.7% 14,184 $1.0M
Royal Bank of Canada 0.00% Reduce -86.0% 13,655 $980K
New York State Teachers Retirement System 0.00% No change 13,535 $972K
Handelsbanken Fonder AB 0.00% No change 12,923 $928K
AQR Capital Management 0.00% Add +15.2% 12,875 $924K
Quantbot Technologies LP 0.03% New 12,833 $921K
Red Door Wealth Management, LLC 0.10% Reduce -5.0% 12,817 $920K
State of Tennessee, Department of Treasury 0.00% Reduce -20.0% 11,179 $915K
Teachers Retirement System of the State of Kentucky 0.01% Reduce -11.7% 12,585 $903K
BNP Paribas Financial Markets 0.00% Reduce -51.2% 12,521 $899K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -2.8% 12,441 $893K
Oakworth Capital, Inc. 0.05% No change 12,235 $878K
Mariner, LLC 0.00% Reduce -0.4% 12,117 $871K
Osaic Holdings, Inc. 0.00% Add +0.8% 12,017 $863K
US Bancorp \de 0.00% Reduce -1.6% 11,990 $861K
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -14.3% 11,607 $833K
Oregon Public Employees Retirement Fund 0.01% Add +1.8% 11,535 $828K
Index Fund Advisors, Inc. 0.04% Reduce -0.0% 11,509 $826K
Neuberger Berman Group LLC 0.00% Reduce -52.8% 11,483 $824K
Brevan Howard Capital Management LP 0.02% New 11,454 $822K
Brown Brothers Harriman & Co. 0.00% Reduce -0.4% 11,390 $818K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +14.5% 11,386 $817K
Kestra Advisory Services, LLC 0.00% Reduce -7.7% 11,375 $817K
KLP Kapitalforvaltning As 0.00% No change 11,000 $790K
&partners 0.00% Reduce -24.4% 10,922 $786K
Balyasny Asset Management L.P. 0.00% Add +124.7% 10,628 $763K
EverSource Wealth Advisors, LLC 0.03% Reduce -67.8% 10,280 $738K
Gsa Capital Partners LLP 0.06% Add +37.4% 10,258 $736K
Odyssean, LLC 0.52% — 10,147 $728K
ProShare Advisors LLC 0.00% Add +3.3% 10,020 $719K
HSBC Holdings PLC 0.00% New 10,000 $718K
Everstar Asset Management, LLC 0.38% Add +0.1% 9,948 $713K
Aviso Financial Inc. 0.03% Add +30.5% 9,595 $689K
Voya Investment Management LLC 0.00% Reduce -0.3% 9,275 $666K
Sanctuary Advisors, LLC 0.00% Add +4.4% 9,227 $662K
Arcus Capital Partners, LLC 0.24% Add +0.5% 9,133 $656K
Aptus Capital Advisors, LLC 0.01% Add +0.1% 9,032 $648K
O'shaughnessy Asset Management, LLC 0.00% Reduce -38.5% 8,992 $646K
Luken Investment Analytics, LLC 0.25% Reduce -3.8% 8,851 $635K
Sunburst Financial Group, LLC 0.13% No change 8,842 $635K
Inspire Advisors, LLC 0.06% Reduce -2.3% 8,627 $619K
Fifth Third Wealth Advisors LLC 0.02% Add +0.4% 8,504 $611K
BCR Wealth Strategies, LLC 0.20% New 8,500 $610K
Inceptionr LLC 0.17% Add +49.1% 8,471 $608K
Pictet Asset Management Holding SA 0.00% Add +9.2% 8,421 $605K
Entropy Technologies, LP 0.03% Add +38.1% 8,395 $603K
Equitable Holdings, Inc. 0.00% Reduce -2.3% 8,373 $601K
Janney Montgomery Scott LLC 0.00% Add +4.6% 8,156 $586K
Atria Investments, Inc 0.01% Reduce -9.8% 7,973 $572K
EntryPoint Capital, LLC 0.22% Add +151.8% 7,883 $566K
Engineers Gate Manager LP 0.01% New 7,632 $548K
Maryland State Retirement & Pension System 0.01% Add +2.4% 7,394 $531K
Pathstone Holdings, LLC 0.00% Reduce -23.5% 7,291 $523K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -10.7% 6,767 $486K
Gibbs Wealth Management 0.12% Reduce -25.4% 6,335 $480K
Callan Family Office, LLC 0.01% Add +142.3% 6,501 $467K
Inspire Investing, LLC 0.04% Add +15.4% 6,498 $466K
FMR LLC 0.00% Add +39.7% 6,365 $457K
Firethorn Wealth Partners, LLC 0.17% Add +0.1% 6,194 $445K
Clearstead Advisors, LLC 0.01% Reduce -1.1% 6,071 $436K
Montag A & Associates Inc. 0.02% No change 6,000 $431K
Profund Advisors LLC 0.01% Add +57.9% 5,817 $418K
Orion Porfolio Solutions, LLC 0.00% Add +9.6% 5,531 $397K
Alps Advisors Inc. 0.00% Add +0.8% 5,496 $395K
Marble Wealth, LLC 0.05% — 5,456 $392K
CIBC Private Wealth Group LLC 0.00% Add +0.2% 5,388 $387K
Praxis Investment Management Inc. 0.02% No change 5,330 $383K
Independent Advisor Alliance 0.01% Reduce -0.3% 5,306 $381K
Schonfeld Strategic Advisors LLC 0.00% Add +6.7% 5,274 $379K
Lido Advisors, LLC 0.00% Add +3.9% 4,769 $374K
Butensky & Cohen Financial Security, Inc. 0.10% No change 5,010 $360K
Avantax Planning Partners, Inc. 0.01% No change 5,000 $359K
Brooklyn Investment Group 0.02% New 4,882 $357K
Portside Wealth Group, LLC 0.05% Reduce -43.2% 4,809 $345K
Two Sigma Investments, LP 0.00% No change 4,754 $341K
Coldstream Capital Management Inc. 0.00% Add +21.2% 4,593 $330K
Quadrant Capital Group LLC 0.01% Add +0.0% 4,531 $325K
Keybank National Association 0.00% Reduce -19.1% 4,491 $322K
Norden Group LLC 0.03% Reduce -60.9% 4,412 $317K
Sagespring Wealth Partners, LLC 0.01% Add +0.3% 4,326 $311K
Ameritas Investment Partners, Inc. 0.01% No change 4,313 $310K
FourThought Financial Partners, LLC 0.03% New 4,269 $306K
DRW Securities, LLC 0.02% New 4,182 $300K
Dark Forest Capital Management LP 0.01% Reduce -82.7% 4,093 $294K
Xponance LLC 0.00% Add +1.0% 4,092 $294K
Public Employees Retirement Association of Colorado 0.00% No change 3,803 $273K
Sequoia Financial Advisors, LLC 0.00% New 3,537 $254K
AE Wealth Management LLC 0.00% Add +32.3% 3,535 $254K
Crossmark Global Holdings, Inc. 0.00% Reduce -3.0% 3,506 $252K
RFG Advisory, LLC 0.00% Reduce -0.2% 3,473 $249K
R Squared Ltd 0.11% New 3,426 $246K
Cibc World Markets Corp. 0.00% — 3,415 $245K
Bank of Nova Scotia Trust Co. 0.02% New 3,376 $242K
Arlington Trust Co LLC 0.02% No change 3,350 $240K
Fiduciary Trust Co 0.00% Reduce -15.8% 3,345 $240K
CIBC Asset Management Inc 0.00% New 3,336 $239K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -43.3% 3,258 $234K
Mackenzie Financial Corp. 0.00% Add +4.9% 3,234 $234K
Franklin Resources Inc. 0.00% Reduce -87.5% 3,231 $232K
Abel Hall, LLC 0.05% New 3,203 $230K
Corient Private Wealth LP 0.00% Add +2.3% 3,117 $224K
Fairvoy Private Wealth, LLC 0.05% No change 3,100 $223K
Ensign Peak Advisors, Inc 0.00% Reduce -71.5% 3,092 $222K
Graham Capital Management, L.P. 0.01% New 3,083 $221K
Capstone Investment Advisors, LLC 0.00% New 3,072 $221K
Hancock Whitney Corp. 0.00% Reduce -6.6% 3,068 $220K
LifeSteps Financial, Inc. 0.14% No change 3,000 $215K
Vise Technologies, Inc. 0.00% Add +17.1% 2,947 $212K
Fieldview Capital Management, LLC 0.04% New 2,935 $211K
Two Sigma Securities, LLC 0.03% New 2,908 $209K
Virtu Financial LLC 0.01% New 2,840 $204K
Focus Partners Wealth 0.00% New 2,833 $203K
Journey Strategic Wealth LLC 0.01% Add +3.1% 2,811 $202K
STRS Ohio 0.00% Reduce -34.4% 2,100 $151K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.2% 2,089 $150K
Aquatic Capital Management LLC 0.00% Reduce -84.3% 1,977 $142K
KBC Group NV 0.00% No change 1,633 $117K
Pinnacle Wealth Planning Services, Inc. 0.01% New 1,577 $113K
Signaturefd, LLC 0.00% Reduce -1.6% 1,358 $97K
Smartleaf Asset Management LLC 0.00% Add +0.6% 1,256 $91K
Covestor Ltd 0.04% Add +111.1% 1,195 $86K
GAMMA Investing LLC 0.00% Reduce -26.9% 991 $71K
Cwm, LLC 0.00% Add +17.3% 955 $69K
Nisa Investment Advisors, LLC 0.00% Reduce -48.0% 873 $63K
National Bank of Canada 0.00% Add +78.7% 754 $54K
Tower Research Capital LLC (TRC) 0.00% Reduce -59.9% 705 $51K
Federated Hermes, Inc. 0.00% Reduce -99.3% 670 $48K
Eukles Asset Management 0.02% No change 604 $43K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +44.2% 568 $41K
Rockefeller Capital Management L.P. 0.00% Reduce -21.0% 522 $38K
Danske Bank A/S 0.00% No change 400 $29K
Fifth Third Bancorp 0.00% Reduce -36.8% 358 $26K
Salomon & Ludwin, LLC 0.00% Add +523.6% 343 $25K
Sterling Capital Management LLC 0.00% Add +168.0% 335 $24K
Public Employees Retirement System of Ohio 0.00% Add +9.7% 328 $24K
Whittier Trust Co. of Nevada Inc. 0.00% Add +4.7% 269 $20K
UMB Bank, n.a. 0.00% Add +18.3% 272 $20K
Hantz Financial Services, Inc. 0.00% Reduce -18.6% 253 $18K
Aster Capital Management (DIFC) Ltd 0.01% New 197 $14K
Allworth Financial LP 0.00% Add +26.9% 189 $14K
Harbor Capital Advisors, Inc. 0.00% Reduce -1.8% 164 $12K
Farther Finance Advisors, LLC 0.00% Add +78.5% 166 $12K
Arax Advisory Partners 0.00% Add +12.8% 141 $10K
Bare Financial Services, Inc 0.00% Add +38.5% 133 $10K
Root Financial Partners, LLC 0.00% Reduce -57.8% 121 $9K
Kemnay Advisory Services Inc. 0.00% New 120 $9K
Keating Financial Advisory Services, Inc. 0.00% — 119 $9K
Larson Financial Group LLC 0.00% Reduce -45.6% 118 $8K
MassMutual Private Wealth & Trust, FSB 0.00% No change 111 $8K
Wolff Wiese Magana LLC 0.00% No change 104 $7K
Parkside Financial Bank & Trust 0.00% Add +126.1% 104 $7K
DV Trading LLC 0.00% — 100 $7K
Caitlin John, LLC 0.00% No change 99 $7K
Optiver Holding B.V. 0.00% Reduce -58.2% 99 $7K
Financial Network Wealth Advisors LLC 0.01% Reduce -31.6% 95 $7K
Quarry LP 0.00% Reduce -45.7% 88 $6K
Tucker Asset Management LLC 0.00% New 71 $5K
CBIZ Investment Advisory Services, LLC 0.00% New 71 $5K
JFS Wealth Advisors, LLC 0.00% Add +25.5% 64 $5K
Cornerstone Planning Group LLC 0.00% Add +40.0% 56 $5K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 62 $4K
Quattro Advisors LLC 0.00% — 46 $3K
Rothschild Investment LLC 0.00% Reduce -38.5% 40 $3K
Parallel Advisors, LLC 0.00% Add +135.3% 40 $3K
Assetmark, Inc. 0.00% Add +1233.3% 40 $3K
Jones Financial Companies LLLP 0.00% Reduce -14.6% 35 $3K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 34 $2K
Albion Financial Group 0.00% No change 33 $2K
Exchange Traded Concepts, LLC 0.00% Reduce -18.9% 30 $2K
TD Waterhouse Canada Inc. 0.00% No change 30 $2K
Farmers & Merchants Investments Inc. 0.00% Reduce -9.7% 28 $2K
Sunrise Financial Services, LLC 0.00% — 25 $2K
Fortitude Family Office, LLC 0.00% Add +23.5% 21 $2K
Scarborough Advisors, LLC 0.00% No change 13 $933
Rialto Wealth Management, LLC 0.00% Add +140.0% 12 $862
SBI Securities Co., Ltd. 0.00% No change 12 $861
DiNuzzo Private Wealth, Inc. 0.00% Reduce -8.3% 11 $790
IFP Advisors, Inc 0.00% Add +22.2% 11 $790
Essential Partners LLC 0.00% Add +66.7% 10 $718
Activest Wealth Management 0.00% No change 9 $646
Basecamp Wealth Advisors LLC 0.00% — 9 $646
Stone House Investment Management, LLC 0.00% New 8 $574
SJS Investment Consulting Inc. 0.00% No change 7 $503
Ankerstar Wealth, LLC 0.00% — 6 $431
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 6 $430
Godfrey Financial Associates, Inc. 0.00% — 5 $359
Cullen/Frost Bankers, Inc. 0.00% Reduce -98.0% 5 $340
Gilpin Wealth Management, LLC 0.00% — 3 $216
HFM Investment Advisors, LLC 0.00% No change 3 $216
Turning Point Benefit Group, Inc. 0.00% No change 2 $143
Dunhill Financial, LLC 0.00% New 1 $81
TFC Financial Management, Inc. 0.00% No change 1 $72
Caitong International Asset Management Co., Ltd 0.00% Reduce -99.6% 1 $72
Optima Capital LLC 0.00% New 1 $72

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