Position in SFBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$21,947
+$3,449 QoQ
Shares Held
506
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#291
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, 2026Centerpoint Advisors, LLC holds $175,092 across 6 Banks - Regional names. SFBS ranks #3 (12.5% of the industry book) .
All Filings in SFBS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,947 | 253 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $18,498 | 254 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||