Avantax Planning Partners, Inc.
Position in SFBS — ServisFirst Bancshares, Inc.
CIK 1005441
DUBUQUE, IA
Position in SFBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$433,750
+$69,600 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#215
of 353 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SFBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $13,523,304 across 9 Banks - Regional names. SFBS ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
84,534 | $5,105,853 | |
| 2 | MTB |
M&T Bank Corp
|
17,957 | $4,273,945 | |
| 3 | WSBC |
Wesbanco Inc
|
48,357 | $1,887,373 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,572 | $633,277 | |
| 5 | SFBS |
ServisFirst Bancshares, Inc.
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|
10,000 | $433,750 | |
| 6 | UMBF |
Umb Financial Corp
|
2,916 | $416,288 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
17,428 | $308,998 | |
| 8 | FITB |
Fifth Third Bancorp
|
4,162 | $234,611 |
All Filings in SFBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,750 | 5,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $364,150 | 5,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $358,950 | 5,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $402,650 | 5,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $387,550 | 5,000 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||