EverSource Wealth Advisors, LLC
Position in SFBS — ServisFirst Bancshares, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in SFBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$877,474
-$514,737 QoQ
Shares Held
20,230
-47.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#165
of 355 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SFBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $20,508,011 across 276 Banks - Regional names. SFBS ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNFP |
Pinnacle Financial Partners, Inc.
|
22,201 | $2,239,633 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,963 | $1,714,425 | |
| 3 | SFBS |
ServisFirst Bancshares, Inc.
This page
|
20,230 | $877,474 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
15,055 | $869,423 | |
| 5 | USB |
US Bancorp De
|
14,227 | $859,307 | |
| 6 | RF |
Regions Financial Corp
|
24,308 | $734,098 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
10,137 | $710,297 | |
| 8 | FITB |
Fifth Third Bancorp
|
11,905 | $671,080 |
All Filings in SFBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $877,474 | 10,115 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,392,211 | 19,116 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $737,996 | 10,280 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,569,066 | 31,902 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,479,621 | 31,991 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,617,510 | 31,689 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,649,394 | 31,265 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,569,169 | 31,935 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,017,592 | 31,929 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,118,807 | 31,929 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,129,493 | 31,960 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,691,297 | 32,419 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,325,602 | 32,395 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,761,106 | 32,237 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,366,162 | 34,337 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,750,240 | 34,378 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,713,111 | 34,378 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,299,701 | 34,628 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,403,888 | 16,528 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||