SFBS — SERVISFIRST BANCSHARES, INC.

Ownership history in Summit Financial, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in SERVISFIRST BANCSHARES, INC. (SFBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,725 — 0% 0.00% $219K $79.77
2025 Q2 REDUCED 2,725 -3,000 -52.4% 0.00% $211K $76.45
2025 Q1 INITIATED 5,725 — — 0.01% $473K $81.14
% of Fund (quarterly)    SFBS price (monthly, adj. close)

Other funds also holding SFBS

As of 2025 Q4 — sorted by position size

JACOBS ASSET MANAGEMENT, LLC 3Y 7Y 4.0% Welch Group, LLC 3Y 7Y 2.78% Davis Asset Management, L.P. 3Y 2.25% TrueWealth Advisors, LLC 3Y 1.22% Champlain Investment Partners, LLC 3Y 7Y 1.14% Bragg Financial Advisors, Inc 3Y 7Y 0.98% MITCHELL MCLEOD PUGH & WILLIAMS INC 3Y 7Y 0.95% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.74% Smith Thornton Advisors LLC 0.59% Watchman Group, Inc. 3Y 0.58%
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