Position in SFBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,936,124
-$1,534,482 QoQ
Shares Held
136,429
-14.6% QoQ
Ownership
0.250%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 66.43382272097574.ToString("F0")%
Shared 0.ToString("F0")%
None 33.56617727902426.ToString("F0")%
Common Shares in SFBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Waverly Advisors, LLC holds $85,766,982 across 46 Banks - Regional names. SFBS ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
50,424 | $10,492,730 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
This page
|
136,429 | $9,936,124 | |
| 3 | TFC |
Truist Financial Corp
|
196,487 | $9,032,507 | |
| 4 | CATY |
Cathay General Bancorp
|
127,850 | $6,374,601 | |
| 5 | FCNCA |
First Citizens Bancshares Inc /De/
|
2,949 | $5,557,861 | |
| 6 | NRIM |
Northrim Bancorp Inc
|
210,448 | $4,815,050 | |
| 7 | FHN |
First Horizon Corp
|
193,603 | $4,406,404 | |
| 8 | USB |
US Bancorp De
|
82,115 | $4,270,801 |
All Filings in SFBS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,936,124 | 136,429 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,470,606 | 159,780 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,636,526 | 156,917 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,269,445 | 158,295 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,062,243 | 146,032 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $12,435,425 | 146,748 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,685,764 | 145,255 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,433,192 | 149,283 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,114,922 | 152,425 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,340,442 | 155,192 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $8,158,814 | 156,389 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $6,497,154 | 158,777 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $8,551,943 | 156,543 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $10,661,616 | 154,718 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $9,959,200 | 124,490 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,826,329 | 124,510 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $11,194,287 | 117,476 | Shares | Other | 2022-05-17 | |
| 2021-12-31 | $9,978,410 | 117,476 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $7,043,078 | 90,528 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $5,967,283 | 87,780 | Shares | Other | 2021-08-17 | |
| 2021-03-31 | $6,163,113 | 100,491 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $3,848,702 | 95,525 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,407,730 | 100,139 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,652,276 | 102,133 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $3,027,817 | 103,268 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||