Position in SFBS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$260,250
+$41,760 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#248
of 353 holders
Holding Since
Dec 2023
10 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, 2026LifeSteps Financial, Inc. holds $3,532,128 across 17 Banks - Regional names. SFBS ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
50,374 | $3,042,589 | |
| 2 | SFBS |
ServisFirst Bancshares, Inc.
This page
|
6,000 | $260,250 | |
| 3 | CVBF |
Cvb Financial Corp
|
7,500 | $169,125 | |
| 4 | FITB |
Fifth Third Bancorp
|
198 | $11,161 | |
| 5 | SHBI |
Shore Bancshares Inc
|
459 | $10,534 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
158 | $7,241 | |
| 7 | TBBK |
Bancorp, Inc.
|
85 | $5,324 | |
| 8 | TFC |
Truist Financial Corp
|
85 | $4,234 |
All Filings in SFBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,250 | 3,000 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $218,490 | 3,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $215,370 | 3,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $241,590 | 3,000 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $232,530 | 3,000 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $247,800 | 3,000 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $254,220 | 3,000 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $241,350 | 3,000 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $212,352 | 3,200 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $213,216 | 3,200 | Shares | Sole | 2024-01-19 | |
| No filing history on record for this holder in this stock. | ||||||