Avidian Wealth Enterprises, LLC
Position in SFBS — ServisFirst Bancshares, Inc.
CIK 1471474
HOUSTON, TX
Position in SFBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,717,216
+$275,547 QoQ
Shares Held
39,590
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#120
of 353 holders
Holding Since
Mar 2026
2 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, 2026Avidian Wealth Enterprises, LLC holds $7,399,968 across 10 Banks - Regional names. SFBS ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
38,308 | $1,908,504 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
This page
|
39,590 | $1,717,216 | |
| 3 | USB |
US Bancorp \De\
|
18,453 | $1,114,561 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,096 | $762,297 | |
| 5 | FFIN |
First Financial Bankshares Inc
|
16,238 | $561,834 | |
| 6 | FITB |
Fifth Third Bancorp
|
8,980 | $506,202 | |
| 7 | CFR |
Cullen/Frost Bankers, Inc.
|
2,578 | $398,352 | |
| 8 | HDB |
Hdfc Bank Ltd
|
9,165 | $236,731 |
All Filings in SFBS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,717,216 | 19,795 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,441,669 | 19,795 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||