ServisFirst Bancshares, Inc.
US ˙ NYSE ˙ US81768T1088

SecuritySFBS / ServisFirst Bancshares, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership12,066 shares
Latest Disclosed Value $ 878,777
Advisor Group Holdings, Inc. reports 0.41% increase in ownership of SFBS / ServisFirst Bancshares, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 12,066 shares of ServisFirst Bancshares, Inc. (US:SFBS) valued at $878,767 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 12,017 shares of ServisFirst Bancshares, Inc.. This represents a change in shares of 0.41% during the quarter. The current value of the position is $942,958 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SERVISFIRST BANCSHARES COM 81768T108 12,066 49 0.41 879 1.86 0.0007
2026-02-17 2025-12-31 13F SERVISFIRST BANCSHARES COM 81768T108 12,017 89 0.75 863 -14.74 0.0013
2025-11-14 2025-09-30 13F SERVISFIRST BANCSHARES COM 81768T108 11,928 -3,871 -24.50 1,011 -17.40 0.0014
2025-09-04 2025-06-30 13F/A-1 SERVISFIRST BANCSHARES COM 81768T108 15,799 9,219 140.11 1,225 125.41 0.0022
2025-08-13 2025-06-30 13F SERVISFIRST BANCSHARES COM 81768T108 8,260 1,680 698 0.0008
2025-05-12 2025-03-31 13F SERVISFIRST BANCSHARES COM 81768T108 6,580 -1,572 -19.28 544 -21.30 0.0012
2025-06-06 2024-12-31 13F/A-1 SERVISFIRST BANCSHARES COM 81768T108 8,152 8,021 6,122.90 691 6,800.00 0.0016
2025-02-07 2024-12-31 13F SERVISFIRST BANCSHARES COM 81768T108 127 -4 11 0.0000
2024-11-13 2024-09-30 13F SERVISFIRST BANCSHARES COM 81768T108 131 -4 -2.96 11 25.00 0.0000
2024-08-13 2024-06-30 13F SERVISFIRST BANCSHARES COM 81768T108 135 -8,048 -98.35 9 -98.53 0.0000
2024-05-10 2024-03-31 13F SERVISFIRST BANCSHARES COM 81768T108 8,183 -2,005 -19.68 543 -19.91 0.0012
2024-02-12 2023-12-31 13F SERVISFIRST BANCSHARES COM 81768T108 10,188 -18,626 -64.64 679 -54.89 0.0012
2023-11-13 2023-09-30 13F SERVISFIRST BANCSHARES COM 81768T108 28,814 2,633 10.06 1,503 40.34 0.0022
2023-08-21 2023-06-30 13F/A-1 SERVISFIRST BANCSHARES COM 81768T108 26,181 -1,909 -6.80 1,071 -30.18 0.0019
2023-08-10 2023-06-30 13F SERVISFIRST BANCSHARES COM 81768T108 26,181 -1,909 1,071 0.0003
2023-05-12 2023-03-31 13F SERVISFIRST BANCSHARES COM 81768T108 28,090 15,342 120.35 1,535 74.52 0.0029
2023-02-10 2022-12-31 13F SERVISFIRST BANCSHARES COM 81768T108 12,748 10,377 437.66 879 365.08 0.0018
2022-11-14 2022-09-30 13F SERVISFIRST BANCSHARES COM 81768T108 2,371 160 7.24 189 8.00 0.0004
2022-08-10 2022-06-30 13F SERVISFIRST BANCSHARES COM 81768T108 2,211 -246 -10.01 175 -30.83 0.0004
2022-05-04 2022-03-31 13F SERVISFIRST BANCSHARES COM 81768T108 2,457 1,288 110.18 253 155.56 0.0005
2022-02-03 2021-12-31 13F SERVISFIRST BANCSHARES COM 81768T108 1,169 267 29.60 99 39.44 0.0002
2021-11-05 2021-09-30 13F SERVISFIRST BANCSHARES COM 81768T108 902 -136 -13.10 71 1.43 0.0001
2021-08-02 2021-06-30 13F SERVISFIRST BANCSHARES COM 81768T108 1,038 -24,590 -95.95 70 -95.55 0.0002
2021-05-13 2021-03-31 13F SERVISFIRST BANCSHARES COM 81768T108 25,628 23,608 1,168.71 1,572 1,817.07 0.0038
2021-02-10 2020-12-31 13F SERVISFIRST BANCSHARES COM 81768T108 2,020 23 1.15 82 17.14 0.0002
2020-11-12 2020-09-30 13F SERVISFIRST BANCSHARES COM 81768T108 1,997 -34,693 -94.56 70 -94.66 0.0002
2020-08-14 2020-06-30 13F SERVISFIRST BANCSHARES COM 81768T108 36,690 -1,605 -4.19 1,312 16.93 0.0044
2020-05-18 2020-03-31 13F SERVISFIRST BANCSHARES COM 81768T108 38,295 38,295 1,122 0.0046
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.