Position in SFBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$237,868
New position
Shares Held
2,742
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#38
of 65 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NWAM LLC holds $10,903,908 across 6 Banks - Regional names. SFBS ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
121,100 | $7,314,440 | |
| 2 | HFWA |
Heritage Financial Corp /Wa/
|
49,474 | $1,465,419 | |
| 3 | AMAL |
Amalgamated Financial Corp.
|
27,204 | $1,248,663 | |
| 4 | TFC |
Truist Financial Corp
|
7,523 | $374,795 | |
| 5 | KEY |
Keycorp /New/
|
11,398 | $262,723 | |
| 6 | SFBS |
ServisFirst Bancshares, Inc.
This page
|
2,742 | $237,868 |
All Filings in SFBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,868 | 2,742 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||