ServisFirst Bancshares, Inc. (SFBS) — Institutional Holders, Q2 2026 (page 4)
359 institutional investment managers reported a SFBS position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.5B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 359. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SFBS 13F holders ranked 301–359 of 359
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Keating Financial Advisory Services#301 · 148 sh | 148 | $12.8K | <0.01% | +4.2% |
| 302 | MassMutual Private Wealth & , FSB#302 · 130 sh | 130 | $11.3K | — | +17.1% |
| 303 | Buck Wealth Strategies#303 · 130 sh | 130 | $11.3K | <0.01% | New |
| 304 | Bare Financial Services#304 · 122 sh | 122 | $10.6K | <0.01% | +19.6% |
| 305 | WOLFF WIESE MAGANA#305 · 103 sh | 103 | $8.9K | — | -1.0% |
| 306 | Caitlin John#306 · 100 sh | 100 | $8.7K | <0.01% | 0.0% |
| 307 | WPG Advisers#307 · 100 sh | 100 | $8.7K | <0.01% | +61.3% |
| 308 | Parallel Advisors#308 · 86 sh | 86 | $7.5K | <0.01% | +50.9% |
| 309 | CVA Family Office#309 · 83 sh | 83 | $7.2K | <0.01% | +196.4% |
| 310 | SJS Investment Consulting#310 · 80 sh | 80 | $6.9K | — | +196.3% |
| 311 | Financial Network Wealth Advisors#311 · 74 sh | 74 | $6.4K | <0.01% | -22.1% |
| 312 | AMERIFLEX GROUP#312 · 70 sh | 70 | $6.1K | <0.01% | New |
| 313 | ASSETMARK#313 · 63 sh | 63 | $5.5K | — | -4.5% |
| 314 | MCF Advisors#314 · 57 sh | 57 | $4.9K | <0.01% | New |
| 315 | Purpose Unlimited#315 · 50 sh | 50 | $4.4K | <0.01% | New |
| 316 | JDM Financial Group#316 · 50 sh | 50 | $4.3K | <0.01% | 0.0% |
| 317 | TD PRIVATE CLIENT WEALTH#317 · 49 sh | 49 | $4.3K | <0.01% | 0.0% |
| 318 | JFS WEALTH ADVISORS#318 · 46 sh | 46 | $4.0K | <0.01% | +9.5% |
| 319 | Bell Investment Advisors#319 · 43 sh | 43 | $3.7K | <0.01% | 0.0% |
| 320 | Quarry#320 · 40 sh | 40 | $3.5K | <0.01% | -24.5% |
| 321 | Fortitude Family Office#321 · 38 sh | 38 | $3.3K | — | +5.6% |
| 322 | Atlantic Edge Private Wealth Management#322 · 34 sh | 34 | $3.0K | — | 0.0% |
| 323 | ALBION FINANCIAL GROUP#323 · 33 sh | 33 | $2.9K | — | -38.9% |
| 324 | Silver Grove Financial Group#324 · 32 sh | 32 | $2.8K | <0.01% | New |
| 325 | ACTION POINT FINANCIAL PLANNING#325 · 32 sh | 32 | $2.6K | <0.01% | New |
| 326 | BROWN, LISLE/CUMMINGS#326 · 29 sh | 29 | $2.5K | — | 0.0% |
| 327 | FARMERS & MERCHANTS INVESTMENTS#327 · 28 sh | 28 | $2.4K | — | 0.0% |
| 328 | Wealth Enhancement Services#328 · 27 sh | 27 | $2.3K | — | New |
| 329 | Basecamp Wealth Advisors#329 · 26 sh | 26 | $2.3K | <0.01% | +188.9% |
| 330 | Sunrise Financial Services#330 · 25 sh | 25 | $2.2K | — | 0.0% |
| 331 | CoreCap Advisors#331 · 24 sh | 24 | $2.1K | — | New |
| 332 | Rialto Wealth Management#332 · 24 sh | 24 | $2.1K | <0.01% | +60.0% |
| 333 | FWL INVESTMENT MANAGEMENT#333 · 19 sh | 19 | $1.6K | <0.01% | New |
| 334 | Creative Capital Management Investments#334 · 16 sh | 16 | $1.4K | <0.01% | New |
| 335 | Stone House Investment Management#335 · 15 sh | 15 | $1.3K | — | 0.0% |
| 336 | SBI Securities , Ltd.#336 · 12 sh | 12 | $1.0K | — | 0.0% |
| 337 | DiNuzzo Private Wealth#337 · 12 sh | 12 | $1.0K | — | 0.0% |
| 338 | HUNTINGTON NATIONAL BANK#338 · 12 sh | 12 | $1.0K | 0.00% | New |
| 339 | Bay Harbor Wealth Management#339 · 10 sh | 10 | $868.00 | <0.01% | +25.0% |
| 340 | HFM Investment Advisors#340 · 9 sh | 9 | $781.00 | <0.01% | +80.0% |
| 341 | Ankerstar Wealth#341 · 8 sh | 8 | $694.00 | <0.01% | 0.0% |
| 342 | GILPIN WEALTH MANAGEMENT#342 · 8 sh | 8 | $694.00 | — | -27.3% |
| 343 | Kilter Group#343 · 8 sh | 8 | $694.00 | <0.01% | 0.0% |
| 344 | Plante Moran Financial Advisors#344 · 7 sh | 7 | $607.00 | 0.00% | New |
| 345 | LRI Investments#345 · 6 sh | 6 | $521.00 | 0.00% | New |
| 346 | JPL Wealth Management#346 · 5 sh | 5 | $434.00 | <0.01% | New |
| 347 | Transamerica Financial Advisors#347 · 4 sh | 4 | $347.00 | 0.00% | 0.0% |
| 348 | James T. Borello RIA#348 · 4 sh | 4 | $347.00 | — | 0.0% |
| 349 | Davis Capital Management#349 · 3 sh | 3 | $260.00 | — | New |
| 350 | Hughes Financial Services#350 · 2 sh | 2 | $174.00 | 0.00% | New |
| 351 | Dunhill Financial#351 · 1 sh | 1 | $97.00 | 0.00% | 0.0% |
| 352 | DecisionPoint Financial#352 · 1 sh | 1 | $89.00 | 0.00% | New |
| 353 | GHP Investment Advisors#353 · 1 sh | 1 | $87.00 | — | 0.0% |
| 354 | RAFFA WEALTH MANAGEMENT#354 · 1 sh | 1 | $87.00 | 0.00% | New |
| 355 | TFC Financial Management#355 · 1 sh | 1 | $87.00 | — | 0.0% |
| 356 | MARYLAND CAPITAL ADVISORS#356 · 1 sh | 1 | $87.00 | — | — |
| 357 | CULLEN/FROST BANKERS#357 · 0 sh | 0 | $3.00 | 0.00% | New |
| 358 | Navigoe#358 · 3 sh | 3 | $0.00 | 0.00% | New |
| 359 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#359 · 59,511 sh | 59,511 | — | — | +3.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.