Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Servisfirst Bancshares Inc (SFBS)

348 + 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
↑ +4
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — SFBS

Based on 349 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
349 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 — +14% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

197 buying150 selling
Last quarter: 197 funds bought or added vs 150 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 32 → 55 → 64 → 52. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 20% medium ■ 21% new
204 out of 349 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.
💰

Value +20% but shares only +3% — price-driven

Value
+20%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +20%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

40 → 32 → 55 → 64 → 52 new funds/Q
New funds entering each quarter: 32 → 55 → 64 → 52. A growing number of institutions are discovering SFBS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 24% newcomers

■ 64% veterans ■ 13% 1-2yr ■ 24% new
Entry-cohort mix of 350 holders: 223 (64%) are 2+ year veterans, 44 entered 1–2 years ago, and 83 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
55 of 348 holders are among the 100 largest funds by AUM, controlling 59% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 197 hedge funds were net buyers of SFBS (52 opened a new position, 145 added to an existing one), while 150 reduced or exited (102 trimmed, 48 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in SFBS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 349.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 2 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: SFBS
348 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 348 345 0.87%
13F Shares 40M 39M 3.09%
Total Value $3.41B $2.83B 20.43%
New Positions 52 64 -12
Increased Positions 144 145 -1
Closed Positions 48 37 +11
Reduced Positions 102 93 +9
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)

348 + 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:
Top 25 SFBS holders by conviction (% of portfolio weight) — 2026 Q2 · 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 — 3 quarters in a row: For 3 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?

Slight buying edge — 57% buying: Last quarter: 197 funds bought or added vs 150 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SFBS holders?

Elite ownership — 59% AUM from top-100 funds: 55 of 348 holders are among the 100 largest funds by AUM, controlling 59% 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?

58% of holders stayed for 2+ years: 204 out of 349 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.

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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