SFBS ServisFirst Bancshares, Inc. Common Stock

NYSE · Banking · View on SEC EDGAR ↗
$90.17
Price · Aug 19, 2026
Fundamentals as of Aug 7, 2026

SFBS Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$90.17
Market Cap
$4.93B
P/E (TTM)
17.8
EPS (TTM)
$5.06
Revenue (TTM)
Div Yield
1.5%
ROE
16.0%
Debt/Equity
52W Range
$67 – $92

SFBS Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income
EPS $5.06
10-point trend, +232.9%
2016-12-31 2025-12-31
Free Cash Flow
3-point trend, +117.5%
2016-12-31 2018-12-31
Margins 49.2%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
SFBS
Peer Median
P/E (TTM)
5-point trend, -36.2%
17.8
12.5
P/S (TTM)
5-point trend, -36.7%
8.8
3.2
P/B
5-point trend, -47.0%
2.7
1.1

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
SFBS
Peer Median
Net Profit Margin
5-point trend, -1.0%
49.2%
28.7%
ROA
5-point trend, +3.9%
1.6%
1.4%
ROE
5-point trend, -17.6%
16.0%
11.3%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
SFBS
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
SFBS
Peer Median
Revenue YoY
16.8%
Revenue CAGR 3Y
3.7%
Revenue CAGR 5Y
8.8%
EPS YoY
5-point trend, +32.5%
21.6%
Net Income YoY
5-point trend, +33.2%
21.7%

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
SFBS
Peer Median
EPS (Diluted)
5-point trend, +32.5%
$5.06

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
SFBS
Peer Median
Payout Ratio
5-point trend, +69.0%
26.5%

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
1.5%
Payout Ratio
26.5%
5Y Div CAGR
Ex-dateAmount
July 1, 2026$0.3800
April 1, 2026$0.3800
Jan. 2, 2026$0.3800
Oct. 1, 2025$0.3350
July 1, 2025$0.3350
April 1, 2025$0.3350
Jan. 2, 2025$0.3350
Oct. 1, 2024$0.3000
July 1, 2024$0.3000
March 28, 2024$0.3000
Dec. 29, 2023$0.3000
Sept. 29, 2023$0.2800
June 30, 2023$0.2800
March 31, 2023$0.2800
Dec. 30, 2022$0.2800
Sept. 30, 2022$0.2300
June 30, 2022$0.2300
March 31, 2022$0.2300
Dec. 30, 2021$0.2300
Sept. 30, 2021$0.2000

SFBS Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 9 analysts
  • Strong Buy 3 33.3%
  • Buy 5 55.6%
  • Hold 1 11.1%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

3 analysts · 2026-08-18
Median target $100.00 +10.9%
Mean target $98.00 +8.7%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.00%
Period EPS Actual EPS Est Surprise
June 30, 2026 $1.57 $1.60 -0.03%
March 31, 2026 $1.52 $1.52 0.00%
Dec. 31, 2025 $1.58 $1.41 0.17%
Sept. 30, 2025 $1.30 $1.37 -0.07%
June 30, 2025 $1.21 $1.23 -0.02%
March 31, 2025 $1.16 $1.21 -0.05%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SFBS $3.92B 14.2 16.8% 49.2% 16.0%
FLG $5.24B -25.2 -8.6% -2.2%
AX $4.30B 10.2 1.8% 658.0% 16.6%
EBC $4.34B 42.9 19.1% 65.8% 2.2%
FFIN $4.28B 16.9 14.7% 40.2% 13.9%
TFSL $3.70B 41.2 6.0% 28.3% 4.8%
FULT
IBOC 10.0 1.0% 49.0% 13.1%
UCB $3.77B 11.9 11.7% 30.9% 9.0%
TCBI $4.69B 13.3 34.7% 26.3% 9.2%
CATY $3.25B 10.7 2.9% 585.8% 10.8%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 9
Annual Income Statement data for SFBS
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +2749.4% · · $402M $88M $32M $51M $103M $64M $35M $26M $18M $14M
Interest Income 12-point trend, +584.4% $990M $946M $813M $559M $416M $389M $391M $327M $263M $213M $180M $145M
Pretax Income 12-point trend, +362.5% $342M $279M $245M $309M $253M $214M $187M $169M $137M $111M $89M $74M
Income Tax 12-point trend, +203.4% $66M $52M $38M $57M $46M $45M $38M $32M $44M $29M $25M $22M
Net Income 12-point trend, +428.1% $277M $227M $207M $252M $208M $170M $149M $137M $93M $81M $64M $52M
EPS (Basic) 12-point trend, +364.2% $5.06 $4.17 $3.80 $4.63 $3.83 $3.15 $2.79 $2.57 $1.76 $1.55 $1.23 $1.09
EPS (Diluted) 12-point trend, +381.9% $5.06 $4.16 $3.79 $4.61 $3.82 $3.13 $2.76 $2.53 $1.72 $1.52 $1.20 $1.05
Shares (Basic) 12-point trend, +14.5% 54,609,237 54,528,302 54,411,171 54,300,366 54,160,990 53,844,482 53,530,766 53,172,695 52,887,359 52,450,896 51,426,466 47,710,002
Shares (Diluted) 12-point trend, +2737.7% 54,666,274 54,624,234 54,535,315 54,534,774 54,434,573 54,219,037 54,103,074 54,169,879 54,123,957 53,608,372 52,885,108 1,926,440
Balance Sheet 14
Annual Balance Sheet data for SFBS
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 6-point trend, +112.0% · · · · · · $631M $682M $478M $784M $352M $297M
PP&E (Net) 12-point trend, +672.8% $60M $59M $59M $60M $60M $55M $56M $58M $59M $40M $19M $8M
PP&E (Gross) 12-point trend, +490.8% $105M $99M $96M $92M $89M $81M $79M $77M $75M $54M $32M $18M
Accum. Depreciation 12-point trend, +347.3% $44M $40M $37M $32M $28M $26M $23M $19M $16M $13M $13M $10M
Goodwill Flat — no change across 4 periods $14M $14M $14M $14M · · · · · · · ·
Total Assets 12-point trend, +332.5% $17.73B $17.35B $16.13B $14.60B $15.45B $11.93B $8.95B $8.01B $7.08B $6.37B $5.10B $4.10B
Total Liabilities 12-point trend, +330.1% $15.88B $15.73B $14.69B $13.30B $14.30B $10.94B $8.10B $7.29B $6.47B $5.85B $4.65B $3.69B
Common Stock 12-point trend, +116.0% $54.0K $54.0K $54.0K $54.0K $54.0K $54.0K $54.0K $53.0K $53.0K $53.0K $26.0K $25.0K
Paid-in Capital 12-point trend, +28.3% $238M $236M $233M $230M $226M $224M $220M $219M $218M $216M $212M $185M
Retained Earnings 12-point trend, +811.3% $1.61B $1.41B $1.25B $1.11B $911M $748M $617M $501M $390M $307M $234M $177M
AOCI 12-point trend, -139.9% $-2M $-32M $-48M $-42M $14M $20M $6M $-5M $-198.0K $-624.0K $3M $4M
Stockholders' Equity 12-point trend, +354.6% $1.85B $1.62B $1.44B $1.30B $1.15B $992M $842M $715M $607M $523M $449M $407M
Liabilities + Equity 12-point trend, +332.5% $17.73B $17.35B $16.13B $14.60B $15.45B $11.93B $8.95B $8.01B $7.08B $6.37B $5.10B $4.10B
Shares Outstanding 12-point trend, +120.2% 54,624,955 54,569,427 54,461,580 54,326,527 54,227,060 53,943,751 53,623,740 53,375,195 52,992,586 52,636,896 51,945,396 24,801,518
Cash Flow 17
Annual Cash Flow data for SFBS
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +155.7% $5M $5M $4M $4M $4M $4M $4M $3M $3M $3M $2M $2M
Stock-based Comp 12-point trend, -19.7% $3M $3M $4M $3M $2M $1M $1M $851.0K $1M $1M $1M $4M
Deferred Tax 12-point trend, +136.4% $2M $-3M $-1M $-3M $-5M $-10M $-1M $-14M $14M $-2M $-5M $-5M
Amort. of Intangibles 11-point trend, +0.00 · $0 $0 $23.0K $270.0K $271.0K $270.0K $270.0K $277.0K $334.0K $376.0K $0
Operating Cash Flow 12-point trend, +445.7% $355M $253M $197M $273M $266M $191M $164M $168M $118M $99M $76M $65M
CapEx 5-point trend, +76.0% · · · · · · · $2M $21M $22M $6M $1M
Investing Cash Flow 12-point trend, -110.3% $-1.15B $-949M $-200M $-2.64B $-1.56B $-1.41B $-988M $-754M $-1.04B $-862M $-749M $-549M
Debt Issued 5-point trend, +1000000.00 $1M $0 $300M $0 $0 · · · · · · ·
Net Debt Issued Flat — no change across 3 periods $0 $0 $0 · · · · · · · · ·
Stock Issued 3-point trend, -100.0% · · · · · · · · · $0 $0 $52M
Net Stock Activity 3-point trend, -100.0% · · · · · · · · · $0 $0 $52M
Dividends Paid 12-point trend, +1927.3% $73M $65M $46M $37M $33M $28M $24M $20M $10M $8M $6M $4M
Financing Cash Flow 12-point trend, -90.6% $49M $941M $1.32B $-1.04B $3.31B $2.80B $773M $790M $617M $1.19B $728M $523M
Net Change in Cash 12-point trend, -2020.5% $-750M $246M $1.32B $-3.41B $2.01B $1.58B $-51M $204M $-306M $432M $55M $39M
Taxes Paid $34.58B · · · · · · · · · · ·
Free Cash Flow 5-point trend, +164.3% · · · · · · · $166M $97M $76M $69M $63M
Levered FCF 5-point trend, +116.1% · · · · · · · $114M $73M $57M $56M $53M
Profitability 4
Annual Profitability data for SFBS
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +33.2% 49.2% 47.2% 46.9% 49.9% 49.7% 46.1% 47.9% 48.5% 37.8% 39.7% 36.0% 36.9%
Pretax Margin 12-point trend, +16.6% 60.8% 57.9% 55.4% 61.2% 60.6% 58.2% 60.0% 59.9% 55.7% 54.0% 50.5% 52.2%
ROA 12-point trend, +15.3% 1.6% 1.4% 1.4% 1.7% 1.5% 1.6% 1.8% 1.8% 1.4% 1.4% 1.4% 1.4%
ROE 12-point trend, +7.3% 16.0% 14.9% 15.1% 20.5% 19.4% 18.5% 19.2% 20.7% 16.5% 16.8% 14.8% 14.9%
Efficiency 1
Annual Efficiency data for SFBS
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -13.7% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 7
Annual Per Share data for SFBS
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +106.4% $33.86 $29.62 $26.44 $23.88 $21.24 $18.40 $15.71 $13.39 $11.46 $9.93 $17.28 $16.41
Revenue / Share 12-point trend, -93.0% $10.29 $8.82 $8.09 $9.25 $7.68 $6.79 $5.76 $5.21 $4.55 $177.29 $241.64 $147.25
Cash Flow / Share 12-point trend, -90.2% $6.50 $4.63 $3.62 $5.00 $4.89 $3.53 $3.04 $3.11 $2.19 $85.12 $102.05 $66.56
Cash / Share 6-point trend, -2.0% · · · · · · $11.76 $12.78 $9.01 $14.89 $13.56 $11.99
Dividend / Share 11-point trend, +660.0% $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 · $0
Dividend Paid / Share 11-point trend, +566.7% $1 $1 $1 $1 $1 $1 $0 $0 $0 $0 · $0
EPS (TTM) 12-point trend, +381.9% $5.06 $4.16 $3.79 $4.61 $3.82 $3.13 $2.76 $2.53 $1.72 $1.52 $1.20 $1.05
Growth Rates 10
Annual Growth Rates data for SFBS
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +23.9% 16.8% 9.1% -12.5% 20.6% 13.5% · · · · · · ·
Revenue CAGR 3Y 3-point trend, -40.4% 3.7% 4.9% 6.2% · · · · · · · · ·
Revenue CAGR 5Y 8.8% · · · · · · · · · · ·
EPS YoY 5-point trend, -1.9% 21.6% 9.8% -17.8% 20.7% 22.0% · · · · · · ·
EPS CAGR 3Y 3-point trend, -52.2% 3.1% 2.9% 6.6% · · · · · · · · ·
EPS CAGR 5Y 10.1% · · · · · · · · · · ·
Net Income YoY 5-point trend, -3.5% 21.7% 9.9% -17.8% 21.1% 22.5% · · · · · · ·
Net Income CAGR 3Y 3-point trend, -53.0% 3.2% 3.0% 6.9% · · · · · · · · ·
Net Income CAGR 5Y 10.3% · · · · · · · · · · ·
Dividend CAGR 5Y 21.0% · · · · · · · · · · ·
Valuation (TTM) 13
Annual Valuation (TTM) data for SFBS
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +297.3% $562M $482M $441M $504M $418M $368M $312M $282M $245M $204M $176M $142M
Net Income TTM 12-point trend, +428.1% $277M $227M $207M $252M $208M $170M $149M $137M $93M $81M $64M $52M
Market Cap 12-point trend, +859.7% $3.92B $4.62B $3.63B $3.74B $4.61B $2.17B $2.02B $1.70B $2.20B $1.97B $617M $409M
P/E 12-point trend, -9.6% 14.2 20.4 17.6 14.9 22.2 12.9 13.7 12.6 24.1 24.6 19.8 15.7
P/S 12-point trend, +141.6% 7.0 9.6 8.2 7.4 11.0 5.9 6.5 6.0 9.0 9.7 3.5 2.9
P/B 12-point trend, +111.1% 2.1 2.9 2.5 2.9 4.0 2.2 2.4 2.4 3.6 3.8 1.4 1.0
P / Tangible Book 6-point trend, -2.5% 2.1 2.9 2.5 2.9 4.0 2.2 · · · · · ·
P / Cash Flow 12-point trend, +73.2% 11.0 18.3 18.4 13.7 17.3 11.4 12.3 10.1 18.6 20.0 8.3 6.4
P / FCF 5-point trend, +57.5% · · · · · · · 10.2 22.6 25.8 9.0 6.5
Dividend Yield 12-point trend, +112.5% 1.9% 1.4% 1.3% 1.0% 0.71% 1.3% 1.2% 1.2% 0.46% 0.40% 0.95% 0.88%
Earnings Yield 12-point trend, +10.7% 7.0% 4.9% 5.7% 6.7% 4.5% 7.8% 7.3% 7.9% 4.1% 4.1% 5.1% 6.4%
Payout Ratio 12-point trend, +283.9% 26.5% 28.8% 22.1% 14.9% 15.7% 16.7% 16.1% 14.8% 10.8% 9.6% 9.3% 6.9%
Annual Payout 12-point trend, +1927.3% $73M $65M $46M $37M $33M $28M $24M $20M $10M $8M $6M $4M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $277M$227M$207M$252M$208M
Diluted EPS $5.06$4.16$3.79$4.61$3.82

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Institutional owners (13F) 377 filers · $2.3B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
57 (-5 vs prior Q) 36 (+4 vs prior Q) 132 (-15 vs prior Q) 101 (+14 vs prior Q) +232K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD PORTFOLIO MANAGEMENT LLC $298,166,690 3,437,080 13.11% Shares
STATE STREET CORP $229,919,251 2,650,366 10.11% Shares
VANGUARD CAPITAL MANAGEMENT LLC $201,316,648 2,320,653 8.85% Shares
GEODE CAPITAL MANAGEMENT, LLC $96,271,063 1,109,503 4.23% Shares
DIMENSIONAL FUND ADVISORS LP $93,129,687 1,073,541 4.10% Shares
Welch Group, LLC $83,256,798 959,733 3.66% Shares
Davis Asset Management, L.P. $78,975,118 910,376 3.47% Shares
Stonegate Investment Group, LLC $74,063,485 919,701 3.26% Shares
VICTORY CAPITAL MANAGEMENT INC $73,404,380 846,160 3.23% Shares
NORGES BANK $56,641,504 652,928 2.49% Shares
Copeland Capital Management, LLC $51,995,945 599,376 2.29% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $49,726,922 573,221 2.19% Shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC $48,150,848 555,053 2.12% Shares
Bragg Financial Advisors, Inc $45,086,578 519,730 1.98% Shares
WASATCH ADVISORS LP $40,213,303 552,153 1.77% Shares
1832 Asset Management L.P. $37,322,886 430,235 1.64% Shares
VANGUARD FIDUCIARY TRUST CO $31,487,040 362,963 1.38% Shares
FIRST TRUST ADVISORS LP $26,461,439 305,031 1.16% Shares
JARISLOWSKY, FRASER Ltd $24,409,850 303,115 1.07% Shares
Walleye Capital LLC $23,187,581 267,292 1.02% Shares
RAYMOND JAMES FINANCIAL INC $22,974,582 264,837 1.01% Shares
BANK OF AMERICA CORP /DE/ $22,355,475 257,700 0.98% Shares
Bank of New York Mellon Corp $21,650,631 249,575 0.95% Shares
AMERICAN CENTURY COMPANIES INC $21,203,348 244,419 0.93% Shares
GOLDMAN SACHS GROUP INC $20,092,775 231,617 0.88% Shares
ENVESTNET ASSET MANAGEMENT INC $17,800,050 205,188 0.78% Shares
D. E. Shaw & Co., Inc. $17,611,204 203,011 0.77% Shares
DEPRINCE RACE & ZOLLO INC $17,025,979 233,777 0.75% Shares
Public Sector Pension Investment Board $14,986,496 172,755 0.66% Shares
Fisher Asset Management, LLC $14,338,421 165,284 0.63% Shares
PRINCIPAL FINANCIAL GROUP INC $13,769,228 158,715 0.61% Shares
LOOMIS SAYLES & CO L P $13,320,636 153,552 0.59% Shares
NewEdge Advisors, LLC $13,226,278 152,464 0.58% Shares
Waverly Advisors, LLC $11,837,609 136,457 0.52% Shares
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $11,763,474 135,602 0.52% Shares
RHUMBLINE ADVISERS $10,658,955 122,870 0.47% Shares
JACOBS ASSET MANAGEMENT, LLC $9,976,250 115,000 0.44% Shares
AMERIPRISE FINANCIAL INC $9,417,754 108,562 0.41% Shares
CITADEL ADVISORS LLC $9,188,300 105,917 0.40% Shares
Swiss National Bank $9,045,249 104,268 0.40% Shares
California Public Employees Retirement System $7,889,479 90,945 0.35% Shares
LEAVELL INVESTMENT MANAGEMENT, INC. $7,883,309 90,874 0.35% Shares
Brevan Howard Capital Management LP $6,940,000 80,000 0.31% Shares
MITCHELL MCLEOD PUGH & WILLIAMS INC $6,773,670 78,083 0.30% Shares
Legal & General Group Plc $6,699,790 77,231 0.29% Shares
TrueWealth Advisors, LLC $5,678,939 65,463 0.25% Shares
ALGERT GLOBAL LLC $5,569,610 64,203 0.24% Shares
MORGAN STANLEY $5,303,722 61,138 0.23% Shares
Savant Capital, LLC $5,290,495 66,284 0.23% Shares
PEREGRINE CAPITAL MANAGEMENT LLC $5,185,048 59,770 0.23% Shares
ALLIANCEBERNSTEIN L.P. $5,010,850 68,802 0.22% Shares
BlackRock, Inc. $4,747,481 54,726 0.21% Shares
VANGUARD ASSET MANAGEMENT, Ltd $4,679,122 53,938 0.21% Shares
PRUDENTIAL FINANCIAL INC $4,609,982 53,141 0.20% Shares
SEI INVESTMENTS CO $4,595,210 52,976 0.20% Shares
Edgestream Partners, L.P. $4,580,140 52,797 0.20% Shares
KENNEDY CAPITAL MANAGEMENT LLC $4,548,389 52,431 0.20% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $4,434,227 51,115 0.19% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $4,265,498 49,170 0.19% Shares
STIFEL FINANCIAL CORP $4,192,778 48,331 0.18% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $4,184,156 57,451 0.18% Shares
LPL Financial LLC $3,866,333 44,569 0.17% Shares
Blue Trust, Inc. $3,862,631 44,526 0.17% Shares
BNP PARIBAS FINANCIAL MARKETS $3,681,150 42,434 0.16% Shares
Engineers Gate Manager LP $3,350,632 38,624 0.15% Shares
DARK FOREST CAPITAL MANAGEMENT LP $3,231,871 37,255 0.14% Shares
HighTower Advisors, LLC $3,222,930 37,152 0.14% Shares
XTX Topco Ltd $3,158,221 36,406 0.14% Shares
BOOTHBAY FUND MANAGEMENT, LLC $3,154,143 36,359 0.14% Shares
Cetera Investment Advisers $3,144,422 36,247 0.14% Shares
VANGUARD GROUP INC $3,135,715 43,679 0.14% Shares
Odyssean, LLC $3,130,114 36,082 0.14% Shares
Squarepoint Ops LLC $3,095,327 35,681 0.14% Shares
TUDOR INVESTMENT CORP ET AL $3,082,835 35,537 0.14% Shares
Watchman Group, Inc. $3,030,959 34,939 0.13% Shares
WEDGE CAPITAL MANAGEMENT L L P/NC $2,732,290 37,516 0.12% Shares
REGIONS FINANCIAL CORP $2,718,832 31,341 0.12% Shares
MetLife Investment Management, LLC $2,649,085 30,537 0.12% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $2,466,910 28,437 0.11% Shares
BARCLAYS PLC $2,319,869 26,742 0.10% Shares
GAMCO INVESTORS, INC. ET AL $2,255,500 26,000 0.10% Shares
Illinois Municipal Retirement Fund $2,238,757 25,807 0.10% Shares
HHM Wealth Advisors, LLC $2,217,764 25,565 0.10% Shares
Quantinno Capital Management LP $2,209,367 25,468 0.10% Shares
FIFTH THIRD BANCORP $2,192,353 25,272 0.10% Shares
Holocene Advisors, LP $2,170,225 25,017 0.10% Shares
LEVEL FOUR ADVISORY SERVICES, LLC $2,154,350 24,834 0.09% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $2,097,355 24,177 0.09% Shares
Mariner, LLC $2,064,482 23,797 0.09% Shares
Rafferty Asset Management, LLC $2,027,608 23,373 0.09% Shares
AlphaQuest LLC $1,968,338 27,418 0.09% Shares
Louisiana State Employees Retirement System $1,908,500 22,000 0.08% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,900,779 21,911 0.08% Shares
Steward Partners Investment Advisory, LLC $1,869,502 21,550 0.08% Shares
CAPTRUST FINANCIAL ADVISORS $1,858,014 21,418 0.08% Shares
HB Wealth Management, LLC $1,817,588 20,952 0.08% Shares
Daiwa Securities Group Inc. $1,772,997 20,438 0.08% Shares
JANUS HENDERSON GROUP PLC $1,768,579 24,272 0.08% Shares
UBS Group AG $1,726,412 19,901 0.08% Shares
Vest Financial, LLC $1,723,723 19,870 0.08% Shares

Company insiders 14 insiders · 9 officers · 6 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Andrew N Kattos EVP, Regional CEO Aug. 11, 2020 S 79,834 0 0 $0
Thomas A Broughton President & CEO March 8, 2016 G 182,000 0 0 $0
Bibb W Lamar JR EVP - Regional CEO Dec. 2, 2013 P 17,000 0 0 $0
Rex D Mckinney CEO - ServisFirst Bk Pensacola May 9, 2011 P 2,000 0 0 $0
William M Foshee EVP and CFO Jan. 21, 2014 M 69,992 0 0 $0
Clarence C. Pouncey III Executive VP and COO Dec. 29, 2015 W 372,001 0 0 $0
Thomas G. Trouche EVP, Charleston President Dec. 18, 2014 A 0 0 $0
Rodney Eldon Rushing EVP-Correspondent Banking Sept. 8, 2014 P 121,000 0 0 $0
Carlton G. Barker EVP, Montgomery Pres. of Bank March 31, 2014 X 95,000 0 0 $0
Richard J. Cashio Director July 31, 2026 S 387,113 0 1 $-1,028,445
Michael D. Fuller Director Aug. 27, 2015 P 173,628 0 0 $0
James J Filler Director Sept. 12, 2014 P 643,503 0 0 $0
Hatton C.V. Smith Director May 14, 2014 P 60,499 0 0 $0
Stanley M. Brock Director May 14, 2014 P 12,250 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 75 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
JSML · Janus Detroit Street Trust 1.61% 64,030 NS April 30, 2026 N-PORT
JSMD · Janus Detroit Street Trust 0.85% 105,018 NS April 30, 2026 N-PORT
DPST · Direxion Shares ETF Trust 0.55% 34,544 NS April 30, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.38% 39,343 NS April 30, 2026 N-PORT
BFOR · ALPS ETF Trust 0.25% 6,775 NS May 31, 2026 N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0.23% 20,888 NS April 30, 2026 N-PORT
BKSE · BNY Mellon ETF Trust 0.18% 1,827 NS April 30, 2026 N-PORT
EBIT · Harbor ETF Trust 0.18% 255 NS April 30, 2026 N-PORT
SAA · ProShares Trust 0.17% 601 NS May 31, 2026 N-PORT
AVSC · AMERICAN CENTURY ETF TRUST 0.16% 58,001 NS May 31, 2026 N-PORT
RSSL · Global X Funds 0.12% 22,372 NS April 30, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.11% 14,458 NS May 31, 2026 N-PORT
ITWO · ProShares Trust 0.10% 2,430 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.09% 166,603 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.08% 241,445 NS May 31, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.07% 12,463 NS April 30, 2026 N-PORT
FSCC · Federated Hermes ETF Trust 0.06% 2,303 NS May 31, 2026 N-PORT
UWM · ProShares Trust 0.06% 1,900 NS May 31, 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0.06% 63,992 NS May 31, 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.05% 13,744 NS April 30, 2026 N-PORT
URTY · ProShares Trust 0.04% 1,920 NS May 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.03% 1,406 NS April 30, 2026 N-PORT
AVUV · AMERICAN CENTURY ETF TRUST 0.03% 86,929 NS May 31, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.02% 2,035 NS May 31, 2026 N-PORT
HDG · ProShares Trust 0.02% 48 NS May 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.02% 94,080 NS April 30, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.01% 5,070 NS April 30, 2026 N-PORT
TILT · FlexShares Trust 0.01% 3,251 NS April 30, 2026 N-PORT
AVUS · AMERICAN CENTURY ETF TRUST 0.01% 21,482 NS May 31, 2026 N-PORT
DFAT · Dimensional ETF Trust 0.01% 19,670 NS April 30, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.01% 2,623 NS April 30, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.01% 12,121 NS April 30, 2026 N-PORT
DFUS · Dimensional ETF Trust 0.01% 15,511 NS April 30, 2026 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.01% 29,904 NS May 31, 2026 N-PORT
EBI · RBB Fund Trust 0.00% 372 NS May 31, 2026 N-PORT
FNDB · SCHWAB STRATEGIC TRUST 0.00% 633 NS May 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.00% 1,186 NS April 30, 2026 N-PORT
VXF · VANGUARD INDEX FUNDS July 15, 2026 Daily
VB · VANGUARD INDEX FUNDS July 15, 2026 Daily
VBK · VANGUARD INDEX FUNDS July 15, 2026 Daily
VBR · VANGUARD INDEX FUNDS July 15, 2026 Daily
VTI · VANGUARD INDEX FUNDS July 15, 2026 Daily
VIG · VANGUARD SPECIALIZED FUNDS July 15, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… July 15, 2026 Daily
VIOO · VANGUARD ADMIRAL FUNDS July 15, 2026 Daily
VIOG · VANGUARD ADMIRAL FUNDS July 30, 2026 Daily
VIOV · VANGUARD ADMIRAL FUNDS July 15, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS July 15, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS July 15, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS July 15, 2026 Daily