Navigate Wealth Management, LLC
Position in SFBS — ServisFirst Bancshares, Inc.
CIK 2127791
BIRMINGHAM, AL
Position in SFBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,021,394
+$163,020 QoQ
Shares Held
23,548
-0.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
4.33%
of 13F equity value
Holder Rank
#154
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, 2026Navigate Wealth Management, LLC holds $1,252,907 across 2 Banks - Regional names. SFBS ranks #1 (81.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SFBS |
ServisFirst Bancshares, Inc.
This page
|
23,548 | $1,021,394 | |
| 2 | RF |
Regions Financial Corp
|
7,666 | $231,513 |
All Filings in SFBS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,021,394 | 11,774 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $858,374 | 11,786 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||