Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Servisfirst Bancshares Inc (SFBS)

340 + Investors. Track Smart Money conviction in SFBS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — SFBS

Based on 343 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added SFBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
343 hedge funds hold SFBS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

208 buying132 selling
Last quarter: 208 funds were net buyers (64 opened a brand new position + 144 added to an existing one). Only 132 were sellers (93 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new SFBS position: 40 → 32 → 55 → 64. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
195 out of 343 hedge funds have held SFBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

43 → 40 → 32 → 55 → 64 new funds/Q
New funds entering each quarter: 40 → 32 → 55 → 64. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 24% newcomers

■ 65% veterans ■ 11% 1-2yr ■ 24% new
Entry-cohort mix of 344 holders: 224 (65%) are 2+ year veterans, 38 entered 1–2 years ago, and 82 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
53 of 342 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in SFBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SFBS

In 2026 Q1, 208 hedge funds were net buyers of SFBS (64 opened a new position, 144 added to an existing one), while 132 reduced or exited (93 trimmed, 39 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 55% of total institutional value in SFBS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 343.

Hedge Fund Ownership: SFBS

How many hedge funds hold SFBS — quarterly history vs. share price
Quarterly hedge fund ownership of SFBS vs. share price

Market Analysis: SFBS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SFBS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Servisfirst Bancshares Inc (SFBS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SFBS has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 47d ago
SFBS
+5.3%
XLF
+8.5%

SFBS outperformed XLF by -3.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 2d ago
SFBS
+0.0%
XLF
+0.0%

Since the filing became public, SFBS outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: SFBS
2026 Q2 Stats Unlock in 3 days 340 + Investors

Track Smart Money conviction in SFBS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 340 318 6.92%
13F Shares 39M 40M -3.89%
Total Value $2.78B $2.87B -3.13%
New Positions 62 55 +7
Increased Positions 144 116 +28
Closed Positions 40 41 -1
Reduced Positions 91 107 -16
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SFBS

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Financial Highlights

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Institutional Holders (2026 Q2)

340 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SFBS. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SFBS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jacobs Asset Management, LLC 6.28% 115,000 $10.0M
2 Welch Group, LLC 2.84% 959,733 $83.3M
3 PMC FIG Opportunities LLC 2.60% 18,772 $1.6M
4 Davis Asset Management, L.P. 2.00% 910,376 $79.0M
5 Copeland Capital Management, LLC 1.31% 737,503 $64.0M
6 TrueWealth Advisors, LLC 1.28% 65,463 $5.7M
7 Bragg Financial Advisors, Inc 1.21% 519,730 $45.1M
8 Angel Oak Capital Advisors, LLC 0.88% 8,000 $694K
9 Mitchell Mcleod Pugh & Williams Inc 0.83% 78,083 $6.8M
10 Watchman Group, Inc. 0.68% 34,939 $3.0M
11 Navigate Wealth Management, LLC 0.63% 11,774 $1.0M
12 Smith Thornton Advisors LLC 0.57% 15,155 $1.3M
13 Odyssean, LLC 0.51% 36,082 $3.1M
14 Everstar Asset Management, LLC 0.41% 9,908 $860K
15 Arcus Capital Partners, LLC 0.33% 9,217 $800K
16 Wasatch Advisors LP 0.31% 538,620 $46.7M
17 Kayne Anderson Rudnick Investment Management LLC 0.29% 1,075,666 $93.3M
18 Leavell Investment Management, INC. 0.29% 90,874 $7.9M
19 Luken Investment Analytics, LLC 0.27% 8,851 $768K
20 HHM Wealth Advisors, LLC 0.22% 25,565 $2.2M
21 Park Place Capital Corp 0.22% 15,900 $1.4M
22 Dark Forest Capital Management LP 0.21% 37,255 $3.2M
23 Firethorn Wealth Partners, LLC 0.17% 6,200 $538K
24 Peregrine Capital Management LLC 0.17% 59,770 $5.2M
25 Edgestream Partners, L.P. 0.14% 52,797 $4.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Servisfirst Bancshares Inc (SFBS)

What does the Smart Money Trend signal show for SFBS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added SFBS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SFBS?

More buyers than sellers — 61% buying: Last quarter: 208 funds were net buyers (64 opened a brand new position + 144 added to an existing one). Only 132 were sellers (93 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SFBS holders?

Elite ownership — 55% AUM from top-100 funds: 53 of 342 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in SFBS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SFBS?

57% of holders stayed for 2+ years: 195 out of 343 hedge funds have held SFBS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Servisfirst Bancshares Inc (SFBS) following the 2026 Q2 hedge fund 13F filings?

As of today, SFBS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SFBS has gained +5.3% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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