SFBS — Servisfirst Bancshares Inc Com Institutional Holders · Q3 2026
Who owns Servisfirst Bancshares Inc Com (SFBS)? 11 institutions reported holding $7.80M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: TrueWealth Advisors, LLC ($5.2M), Avidian Wealth Enterprises, LLC ($1.6M), Sunburst Financial Group, LLC ($707,006).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueWealth Advisors, LLC | $5.2M | 130,926 | Added |
| 2 | Avidian Wealth Enterprises, LLC | $1.6M | 39,587 | Added |
| 3 | Sunburst Financial Group, LLC | $707,006 | 17,684 | Added |
| 4 | GAMMA Investing LLC | $137,451 | 3,438 | Added |
| 5 | Versant Capital Management, Inc | $89,875 | 2,248 | Added |
| 6 | Farther Finance Advisors, LLC | $37,542 | 939 | Added |
| 7 | MassMutual Private Wealth & Trust, FSB | $8,876 | 222 | Added |
| 8 | GILPIN WEALTH MANAGEMENT, LLC | $640 | 16 | Added |
| 9 | Davis Capital Management | $320 | 8 | Added |
| 10 | CoreCap Advisors, LLC | $0 | 0 | Exited |
| 11 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30