Filing Research | SFBS - SERVISFIRST BANCSHARES INC Institutional Holdings

Snapshot holdings

50 / 65 loaded

#		Instrument	quantity
1	Welch Group, LLC	Shares	959.7KSH	$83.3M
2	WASATCH ADVISORS LP	Shares	538.6KSH	$46.7M
3	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	90.9KSH	$7.9M
4	TrueWealth Advisors, LLC	Shares	65.5KSH	$5.7M
5	PEREGRINE CAPITAL MANAGEMENT LLC	Shares	59.8KSH	$5.2M
6	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	50.0KSH	$4.3M
7	Blue Trust, Inc.	Shares	44.5KSH	$3.9M
8	HHM Wealth Advisors, LLC	Shares	25.6KSH	$2.2M
9	Louisiana State Employees Retirement System	Shares	22.0KSH	$1.9M
10	Vest Financial, LLC	Shares	19.9KSH	$1.7M
11	Avidian Wealth Enterprises, LLC	Shares	19.8KSH	$1.7M
12	Police & Firemen's Retirement System of New Jersey	Shares	15.5KSH	$1.3M
13	Smith Thornton Advisors LLC	Shares	15.2KSH	$1.3M
14	Oakworth Capital, Inc.	Shares	14.2KSH	$1.2M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.4KSH	$1.2M
16	Red Door Wealth Management, LLC	Shares	12.6KSH	$1.1M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	11.9KSH	$1.0M
18	Navigate Wealth Management, LLC	Shares	11.8KSH	$1.0M
19	EverSource Wealth Advisors, LLC	Shares	10.1KSH	$877.5K
20	Fifth Third Wealth Advisors LLC	Shares	9.7KSH	$840.1K
21	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	9.5KSH	$810.0K
22	Sunburst Financial Group, LLC	Shares	8.8KSH	$767.0K
23	Arlington Trust Co LLC	Shares	8.1KSH	$702.7K
24	FIRETHORN WEALTH PARTNERS, LLC	Shares	6.2KSH	$537.8K
25	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	5.3KSH	$460.9K
26	Abel Hall, LLC	Shares	4.8KSH	$415.4K
27	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	3.6KSH	$313.6K
28	Crossmark Global Holdings, Inc.	Shares	3.3KSH	$283.0K
29	RFG Advisory, LLC	Shares	3.2KSH	$280.4K
30	Fairvoy Private Wealth, LLC	Shares	3.1KSH	$268.9K
31	Merit Financial Group, LLC	Shares	3.0KSH	$264.5K
32	LifeSteps Financial, Inc.	Shares	3.0KSH	$260.3K
33	QRG CAPITAL MANAGEMENT, INC.	Shares	2.9KSH	$253.9K
34	NWAM LLC	Shares	2.7KSH	$237.9K
35	Apollon Wealth Management, LLC	Shares	2.7KSH	$230.1K
36	GAMMA Investing LLC	Shares	1.5KSH	$128.2K
37	SIGNATUREFD, LLC	Shares	1.1KSH	$97.7K
38	Farther Finance Advisors, LLC	Shares	490SH	$42.5K
39	FIRST HORIZON CORP	Shares	482SH	$41.8K
40	Versant Capital Management, Inc	Shares	286SH	$24.8K
41	IFP Advisors, Inc	Shares	198SH	$17.2K
42	MassMutual Private Wealth & Trust, FSB	Shares	130SH	$11.3K
43	WOLFF WIESE MAGANA LLC	Shares	103SH	$8.9K
44	SJS Investment Consulting Inc.	Shares	80SH	$6.9K
45	JFS WEALTH ADVISORS, LLC	Shares	46SH	$4.0K
46	Fortitude Family Office, LLC	Shares	38SH	$3.3K
47	Atlantic Edge Private Wealth Management, LLC	Shares	34SH	$3.0K
48	ALBION FINANCIAL GROUP /UT	Shares	33SH	$2.9K
49	FARMERS & MERCHANTS INVESTMENTS INC	Shares	28SH	$2.4K
50	Wealth Enhancement Trust Services, Inc.	Shares	27SH	$2.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 68 loaded

#		Instrument
1	Welch Group, LLC trimmed	Shares	-16.2K	+$12.2M	$83.3M
2	WASATCH ADVISORS LP trimmed	Shares	-13.5K	+$6.5M	$46.7M
3	WEDGE CAPITAL MANAGEMENT L L P/NC added	Shares	+12.4K	+$1.6M	$4.3M
4	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+20	+$1.3M	$7.9M
5	TrueWealth Advisors, LLC unchanged	Shares	0	+$911.2K	$5.7M
6	Blue Trust, Inc. unchanged	Shares	0	+$619.8K	$3.9M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.9K	+$547.8K	$810.0K
8	PEREGRINE CAPITAL MANAGEMENT LLC trimmed	Shares	-5.2K	+$452.6K	$5.2M
9	Police & Firemen's Retirement System of New Jersey added	Shares	+1.3K	+$310.4K	$1.3M
10	Louisiana State Employees Retirement System trimmed	Shares	-300	+$284.4K	$1.9M
11	Avidian Wealth Enterprises, LLC unchanged	Shares	0	+$275.5K	$1.7M
12	Merit Financial Group, LLC new	Shares	+3.0K	+$264.5K	$264.5K
13	QRG CAPITAL MANAGEMENT, INC. new	Shares	+2.9K	+$253.9K	$253.9K
14	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+2.3K	+$241.8K	$460.9K
15	NWAM LLC new	Shares	+2.7K	+$237.9K	$237.9K
16	Apollon Wealth Management, LLC new	Shares	+2.7K	+$230.1K	$230.1K
17	HHM Wealth Advisors, LLC trimmed	Shares	-1.8K	+$227.0K	$2.2M
18	Fifth Third Wealth Advisors LLC added	Shares	+1.1K	+$213.2K	$840.1K
19	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+15	+$188.2K	$1.2M
20	Red Door Wealth Management, LLC trimmed	Shares	-112	+$166.5K	$1.1M
21	Oakworth Capital, Inc. trimmed	Shares	-465	+$164.3K	$1.2M
22	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-503	+$129.4K	$1.0M
23	Sunburst Financial Group, LLC unchanged	Shares	0	+$123.1K	$767.0K
24	Smith Thornton Advisors LLC trimmed	Shares	-1.0K	+$110.4K	$1.3M
25	Navigate Wealth Management, LLC trimmed	Shares	-12	+$92.1K	$1.0M
26	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+4	+$86.6K	$537.8K
27	Abel Hall, LLC added	Shares	+129	+$76.1K	$415.4K
28	RFG Advisory, LLC added	Shares	+73	+$50.3K	$280.4K
29	Fairvoy Private Wealth, LLC unchanged	Shares	0	+$43.2K	$268.9K
30	LifeSteps Financial, Inc. unchanged	Shares	0	+$41.8K	$260.3K
31	GAMMA Investing LLC added	Shares	+285	+$41.3K	$128.2K
32	Crossmark Global Holdings, Inc. trimmed	Shares	-204	+$30.6K	$283.0K
33	Farther Finance Advisors, LLC added	Shares	+286	+$27.6K	$42.5K
34	FIRST HORIZON CORP added	Shares	+219	+$22.7K	$41.8K
35	IFP Advisors, Inc added	Shares	+186	+$16.3K	$17.2K
36	SJS Investment Consulting Inc. added	Shares	+53	+$5.0K	$6.9K
37	Versant Capital Management, Inc unchanged	Shares	0	+$4.0K	$24.8K
38	MassMutual Private Wealth & Trust, FSB added	Shares	+19	+$3.2K	$11.3K
39	Wealth Enhancement Trust Services, Inc. new	Shares	+27	+$2.3K	$2.3K
40	CoreCap Advisors, LLC new	Shares	+24	+$2.1K	$2.1K
41	Creative Capital Management Investments LLC new	Shares	+16	+$1.4K	$1.4K
42	WOLFF WIESE MAGANA LLC trimmed	Shares	-1	+$1.4K	$8.9K
43	JFS WEALTH ADVISORS, LLC added	Shares	+4	+$932	$4.0K
44	Fortitude Family Office, LLC added	Shares	+2	+$675	$3.3K
45	LRI Investments, LLC new	Shares	+6	+$521	$521
46	Atlantic Edge Private Wealth Management, LLC unchanged	Shares	0	+$473	$3.0K
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+2.9K	+$422	$1.3K
48	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$390	$2.4K
49	Davis Capital Management new	Shares	+3	+$260	$260
50	Handelsbanken Fonder AB unchanged	Shares	0	+$186	$1.2K

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