Position in SFBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,837,644
+$1,901,520 QoQ
Shares Held
272,914
+0.0% QoQ
Ownership
0.250%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#40
of 355 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in SFBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $101,446,980 across 55 Banks - Regional names. SFBS ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
53,415 | $13,151,841 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
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|
272,914 | $11,837,644 | |
| 3 | TFC |
Truist Financial Corp
|
205,565 | $10,241,248 | |
| 4 | CATY |
Cathay General Bancorp
|
127,894 | $7,928,149 | |
| 5 | NRIM |
Northrim Bancorp Inc
|
210,662 | $5,843,763 | |
| 6 | FHN |
First Horizon Corp
|
198,859 | $5,098,744 | |
| 7 | USB |
US Bancorp De
|
84,243 | $5,088,277 | |
| 8 | UCB |
United Community Banks Inc
|
112,521 | $3,948,361 |
All Filings in SFBS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,837,644 | 136,457 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||