$SFBS

$40.68 -$0.41 (1.0%) Close

$SFBS Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 54.7M shares outstanding

Who owns SFBS?

By type of holder

Institutions 73.9% Insiders 12.7% Everyone else 13.4%

Concentration Top 10 holders own 46.7%

BlackRock, Inc. 14.2% · Vanguard Portfolio Management LLC 6.3%

Institutional ownership

73.9%

+2.2 pts vs last qtr

Institutional holders

355

+10 vs last qtr

Net shares bought

+1.2M

by institutions in Q2 2026

New / sold out

54 / 44

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +652.9K
T. Rowe Price Investment Management, Inc. NEW +586.9K

Biggest sellers in Q2 2026

Kayne Anderson Rudnick Investment Management LLC −284.3K
First Trust Advisors LP −257.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$4.1M

2 notices from 2 people

Shares covered

53.5K

0.10% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

J. Richard Cashio Affiliate $3.09M
Cashio J. Richard Director $1.01M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+2.0%

+0.22% a year

Each share's claim on the business

−1.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $20.8M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years81% 3–5 years4% 1–3 years5% Under 1 year10%

Quarterly turnover

8.3%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SFBS on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	7.7M	14.15%	+269.2K (+3.6%)	≤2021	0.0%
Shares held by quarter Peak holding7.9M (Q4'24) Change over 8 quarters−146.6K Share of the company14.150% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	3.4M	6.29%	+65.9K (+2.0%)	≤2021	0.0%
Shares held by quarter Peak holding3.4M (Q2'26) Change over 8 quarters+3.4M Share of the company6.290% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

7.7M

% of company

14.15%

Change vs last qtr

+269.2K (+3.6%)

Held since

≤2021

Vanguard Portfolio Management LLC

3.4M

% of company

6.29%

Change vs last qtr

+65.9K (+2.0%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding ServisFirst Bancshares Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SFBS on Form N-PORT; together they hold 40.6% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Small-Cap ETF iShares Trust	$263M	3.0M	5.54%	0.24%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$143M	1.6M	3.02%	0.01%	June 30, 2026

iShares Core S&P Small-Cap ETF

iShares Trust

Position value

$263M

% of company

5.54%

% of the fund

0.24%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$143M

% of company

3.02%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding ServisFirst Bancshares Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BT Broughton Thomas A Insider	3.2M	5.82%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company5.820% Broughton Thomas A's insider activity →
FJ Filler James J Insider	1.4M	2.53%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company2.530% Filler James J's insider activity →

Broughton Thomas A

Insider

3.2M

% of company

5.82%

Change vs last qtr

—

Held since

—

Filler James J

Insider

1.4M

% of company

2.53%

Change vs last qtr

—

Held since

—

8 more holders behind a free account

See every insider and 5%+ holder of ServisFirst Bancshares Inc.

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