Position in SFBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$520,500
+$83,520 QoQ
Shares Held
12,000
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#206
of 353 holders
Holding Since
Sep 2022
16 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, 2026MONTAG A & ASSOCIATES INC holds $11,540,311 across 20 Banks - Regional names. SFBS ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
67,027 | $3,339,285 | |
| 2 | ABCB |
Ameris Bancorp
|
26,665 | $2,406,782 | |
| 3 | SSB |
SouthState Bank Corp
|
18,319 | $1,830,068 | |
| 4 | USB |
US Bancorp \De\
|
22,637 | $1,367,274 | |
| 5 | RF |
Regions Financial Corp
|
22,398 | $676,419 | |
| 6 | MTB |
M&T Bank Corp
|
2,663 | $633,820 | |
| 7 | SFBS |
ServisFirst Bancshares, Inc.
This page
|
12,000 | $520,500 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
3,536 | $356,711 |
All Filings in SFBS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,500 | 6,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $436,980 | 6,000 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $430,740 | 6,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $483,180 | 6,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $465,060 | 6,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $495,600 | 6,000 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $508,440 | 6,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $482,700 | 6,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $379,140 | 6,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $398,160 | 6,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $399,780 | 6,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $313,020 | 6,000 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $245,520 | 6,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $327,780 | 6,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $413,460 | 6,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $480,000 | 6,000 | Shares | Sole | 2022-11-09 | |
| No filing history on record for this holder in this stock. | ||||||