SFBSNYSEState Commercial BanksFiscal year ends December 31
ServisFirst Bancshares, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$38.75−0.61 (-1.55%)
Close on Oct 19, 2026
- Market cap
- $2.12B
- P/E (TTM)
- 6.6
- Dividend yield
- 2.58%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
74.0%
40M of 55M shares
Institutional holders
355
55 new, 38 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 2 sales
Net sold $4.16M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 7,311,530 | 13.40% | 13G (passive) amendment | Jun 30, 2025 |
| Vanguard Portfolio Management | 3,416,048 | 6.25% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SFBS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,733,810 | 14.15% | $670.91M | +269,248 | 0.01% |
| Vanguard Portfolio Management LLC | 3,437,080 | 6.29% | $298.17M | +65,896 | 0.01% |
| State Street Corp | 2,650,366 | 4.85% | $229.92M | +112,135 | 0.01% |
| Vanguard Capital Management LLC | 2,320,653 | 4.24% | $201.32M | +38,620 | 0.00% |
| Geode Capital Management, LLC | 1,298,464 | 2.37% | $112.66M | +73,821 | 0.01% |
| Dimensional Fund Advisors LP | 1,197,156 | 2.19% | $103.86M | +63,487 | 0.02% |
| Kayne Anderson Rudnick Investment Management LLC | 1,075,666 | 1.97% | $93.31M | −284,337 | 0.29% |
| JPMorgan Chase & Co | 1,019,555 | 1.86% | $89.08M | −16,065 | 0.00% |
| Principal Financial Group Inc | 986,044 | 1.80% | $85.54M | +1,107 | 0.04% |
| Welch Group, LLC | 959,733 | 1.76% | $83.26M | −16,198 | 2.84% |
| Davis Asset Management, L.P. | 910,376 | 1.67% | $78.98M | – | 2.00% |
| Goldman Sachs Group Inc | 884,393 | 1.62% | $76.72M | +50,807 | 0.01% |
| Victory Capital Management Inc | 846,160 | 1.55% | $73.40M | −31,245 | 0.04% |
| Copeland Capital Management, LLC | 737,503 | 1.35% | $63.98M | −16,023 | 1.31% |
| Northern Trust Corp | 671,061 | 1.23% | $58.21M | +27,780 | 0.01% |
| Norges Bank | 652,928 | 1.19% | $56.64M | New | 0.01% |
| T. Rowe Price Investment Management, Inc. | 586,868 | 1.07% | $50.91K | New | 0.03% |
| Morgan Stanley | 577,649 | 1.06% | $50.11M | −53,441 | 0.00% |
| Charles Schwab Investment Management Inc | 573,221 | 1.05% | $49.73M | +12,829 | 0.01% |
| Wasatch Advisors LP | 538,620 | 0.99% | $46.73M | −13,533 | 0.31% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 355 | 40M | 74.0% | 55 / 145 | 105 / 38 | 4M | 2M |
| Q1 2026 | 344 | 39M | 71.7% | 61 / 146 | 96 / 36 | 10M | 5M |
| Q4 2025 | 323 | 40M | 73.4% | 52 / 117 | 113 / 35 | 4M | 4M |
| Q3 2025 | 311 | 41M | 75.0% | 33 / 105 | 113 / 26 | 2M | 3M |
| Q2 2025 | 308 | 42M | 76.6% | 38 / 125 | 105 / 31 | 3M | 1M |
| Q1 2025 | 304 | 41M | 74.3% | 40 / 94 | 114 / 26 | 3M | 2M |
| Q4 2024 | 291 | 40M | 73.2% | 37 / 102 | 106 / 24 | 2M | 2M |
| Q3 2024 | 282 | 40M | 73.5% | 45 / 96 | 96 / 20 | 10M | 3M |
| Q2 2024 | 260 | 40M | 73.7% | 35 / 96 | 80 / 23 | 2M | 2M |
| Q1 2024 | 252 | 41M | 74.2% | 20 / 85 | 104 / 18 | 2M | 2M |
| Q4 2023 | 251 | 40M | 74.0% | 39 / 76 | 94 / 25 | 4M | 1M |
| Q3 2023 | 240 | 37M | 68.4% | 34 / 70 | 93 / 16 | 1M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SFBS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3,029,834 | 5.54% | $262.84M | 0.24% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,649,142 | 3.02% | $143.06M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,364,886 | 2.50% | $118.40M | 0.14% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,191,601 | 2.18% | $103.37M | 0.05% | Jun 30, 2026 |
| Victory Sycamore Small Company Opportunity Fund | 630,000 | 1.15% | $54.65M | 1.16% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 576,888 | 1.06% | $50.05M | 0.05% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 573,583 | 1.05% | $51.34M | 0.15% | Jul 31, 2026 |
| Virtus KAR Small-Cap Growth Fund | 515,335 | 0.94% | $44.71M | 7.24% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 460,239 | 0.84% | $39.93M | 0.24% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 457,141 | 0.84% | $39.66M | 0.26% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 412,056 | 0.75% | $35.75M | 0.75% | Jun 30, 2026 |
| FPA Queens Road Small Cap Value Fund | 404,754 | 0.74% | $31.57M | 2.34% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 377,218 | 0.69% | $32.72M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 344,287 | 0.63% | $29.87M | 0.06% | Jun 30, 2026 |
| JPMorgan Small Cap Equity Fund | 320,439 | 0.59% | $27.80M | 0.97% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Thomas A. Broughton | Chairman, President, & CEO, Director | 788,024 | 1.44% | Feb 11, 2026 |
| Rodney Eldon Rushing | COO, EVP | 368,426 | 0.67% | Feb 11, 2026 |
| James Hannon Harper | CCO, SVP | 4,000 | 0.01% | Jan 22, 2026 |
| David Anthony Sparacio | CFO, EVP | 5,000 | 0.01% | Mar 5, 2025 |
| Henry Fulbrook Abbott | Chief Credit Officer, SVP | 9,201 | 0.02% | Feb 20, 2025 |
| Edison Kermit Woodie III | Interim CFO | 27,410 | 0.05% | Oct 28, 2024 |
| J. Richard Cashio | Director | 514,565 | 0.94% | Jul 31, 2026 |
| Irma Loya Tuder | Director | 71,937 | 0.13% | May 20, 2026 |
| James J. Filler | Director | 1,380,788 | 2.53% | May 20, 2026 |
| Hatton C.V. Smith | Director | 412,150 | 0.75% | May 20, 2026 |
| Elizabeth Bugg Holloway | Director | 6,661 | 0.01% | May 20, 2026 |
| Christopher J. Mettler | Director | 4,293 | 0.01% | May 20, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| J. Richard Cashio Director | Jul 31, 2026 | Sale | −11,500 | $89.43 | $1.03M | 387,113 |
| James J. Filler Director | May 18, 2026 | Award | +788 | – | – | 1,378,288 |
| J. Richard Cashio Director | May 18, 2026 | Award | +788 | – | – | 398,613 |
| Hatton C.V. Smith Director | May 18, 2026 | Award | +788 | – | – | 412,150 |
| Elizabeth Bugg Holloway Director | May 18, 2026 | Award | +788 | – | – | 6,661 |
| Christopher J. Mettler Director | May 18, 2026 | Award | +788 | – | – | 4,293 |
| Irma Loya Tuder Director | May 18, 2026 | Award | +788 | – | – | 14,136 |
| J. Richard Cashio Director | Mar 24, 2026 | Sale | −42,000 | $74.50 | $3.13M | 397,825 |
| Irma Loya Tuder Director | Mar 12, 2026 | Option exercise | +8,000 | $35.65 | $285.20K | 13,348 |
| Rodney Eldon Rushing COO, EVP | Feb 9, 2026 | Award | +1,801 | – | – | 308,426 |
| Thomas A. Broughton Chairman, President, & CEO, Director | Feb 9, 2026 | Award | +6,018 | – | – | 604,822 |
| James Hannon Harper CCO, SVP | Jan 20, 2026 | Award | +1,000 | – | – | 4,000 |
| Thomas A. Broughton Chairman, President, & CEO, Director | Jan 20, 2026 | Award | +6,500 | – | – | 598,804 |
| Rodney Eldon Rushing COO, EVP | Jan 20, 2026 | Award | +1,700 | – | – | 306,625 |
| J. Richard Cashio Director | Dec 19, 2025 | Gift | −3,300 | – | – | 98,700 |
| J. Richard Cashio Director | Dec 19, 2025 | Gift | −3,300 | – | – | 439,825 |
| Thomas A. Broughton Chairman, President, & CEO, Director | Sep 5, 2025 | Gift | −284 | – | – | 592,304 |
| J. Richard Cashio Director | Sep 3, 2025 | Gift | −1,200 | – | – | 443,125 |
| Thomas A. Broughton Chairman, President, & CEO, Director | Aug 22, 2025 | Sale | −22,206 | $87.99 | $1.95M | 592,588 |
| J. Richard Cashio Director | May 19, 2025 | Award | +784 | – | – | 444,325 |
| Hatton C.V. Smith Director | May 19, 2025 | Award | +784 | – | – | 411,362 |
| Irma Loya Tuder Director | May 19, 2025 | Award | +784 | – | – | 5,348 |
| Elizabeth Bugg Holloway Director | May 19, 2025 | Award | +784 | – | – | 5,873 |
| James J. Filler Director | May 19, 2025 | Award | +784 | – | – | 1,377,500 |
| Christopher J. Mettler Director | May 19, 2025 | Award | +784 | – | – | 18,220 |
| James Hannon Harper CCO, SVP | Apr 28, 2025 | Award | +3,000 | – | – | 3,000 |
| Rodney Eldon Rushing COO, EVP | Mar 6, 2025 | Gift | −275 | – | – | 304,925 |
| David Anthony Sparacio CFO, EVP | Mar 3, 2025 | Award | +5,000 | – | – | 5,000 |
| Thomas A. Broughton Chairman, President, & CEO, Director | Feb 21, 2025 | Tax withholding | −700 | $86.76 | $60.73K | 454,717 |
| Rodney Eldon Rushing COO, EVP | Feb 21, 2025 | Tax withholding | −115 | $86.76 | $9.98K | 305,200 |
| Henry Fulbrook Abbott Chief Credit Officer, SVP | Feb 18, 2025 | Award | +700 | – | – | 9,201 |
| Christopher J. Mettler Director | Feb 13, 2025 | Sale | −18,000 | $88.68 | $1.60M | 17,436 |
| J. Richard Cashio Director | Feb 10, 2025 | Sale | −1,589 | $91.52 | $145.43K | 443,541 |
| Rodney Eldon Rushing COO, EVP | Jan 29, 2025 | Tax withholding | −201 | $91.25 | $18.34K | 304,502 |
| Thomas A. Broughton Chairman, President, & CEO, Director | Jan 29, 2025 | Tax withholding | −624 | $91.25 | $56.94K | 279,806 |
| Rodney Eldon Rushing COO, EVP | Jan 27, 2025 | Award | +1,244 | – | – | 305,746 |
| Rodney Eldon Rushing COO, EVP | Jan 27, 2025 | Tax withholding | −431 | $89.68 | $38.65K | 305,315 |
| Rodney Eldon Rushing COO, EVP | Jan 27, 2025 | Award | +1,366 | – | – | 304,703 |
| Thomas A. Broughton Chairman, President, & CEO, Director | Jan 27, 2025 | Award | +4,569 | – | – | 284,375 |
| Thomas A. Broughton Chairman, President, & CEO, Director | Jan 27, 2025 | Tax withholding | −1,404 | $89.68 | $125.91K | 282,971 |
| Thomas A. Broughton Chairman, President, & CEO, Director | Jan 27, 2025 | Award | +4,596 | – | – | 28,430 |
| Christopher J. Mettler Director | Dec 24, 2024 | Sale | −1,500 | $86.50 | $129.75K | 3,505 |
| Christopher J. Mettler Director | Dec 20, 2024 | Sale | −1,805 | $87.14 | $157.29K | 5,005 |
| Christopher J. Mettler Director | Dec 19, 2024 | Sale | −1,000 | $85.54 | $85.54K | 6,810 |
| Christopher J. Mettler Director | Dec 18, 2024 | Sale | −2,500 | $93.00 | $232.50K | 7,810 |
| Christopher J. Mettler Director | Dec 11, 2024 | Sale | −4,000 | $96.25 | $385.00K | 10,310 |
| Christopher J. Mettler Director | Dec 10, 2024 | Sale | −556 | $96.25 | $53.52K | 14,310 |
| Christopher J. Mettler Director | Nov 22, 2024 | Tax withholding | −4,869 | $96.64 | $470.54K | 35,436 |
| Christopher J. Mettler Director | Nov 22, 2024 | Option exercise | +25,000 | $33.90 | $847.50K | 49,075 |
| Christopher J. Mettler Director | Nov 22, 2024 | Tax withholding | −8,770 | $96.64 | $847.53K | 44,206 |
| Christopher J. Mettler Director | Nov 21, 2024 | Sale | −3,354 | $94.20 | $315.95K | 14,866 |
| Thomas A. Broughton Chairman, President, & CEO, Director | Oct 29, 2024 | Gift | −1,000 | – | – | 275,834 |
| Henry Fulbrook Abbott Chief Credit Officer, SVP | Oct 24, 2024 | Sale | −982 | $85.20 | $83.67K | 8,501 |
| Henry Fulbrook Abbott Chief Credit Officer, SVP | Oct 24, 2024 | Sale | −18 | $85.27 | $1.53K | 9,483 |
| J. Richard Cashio Director | Sep 24, 2024 | Gift | −4,800 | – | – | 445,130 |
| Rodney Eldon Rushing COO, EVP | Sep 19, 2024 | Sale | −16,000 | $84.56 | $1.35M | 60,000 |
| Rodney Eldon Rushing COO, EVP | Sep 19, 2024 | Sale | −4,500 | $84.48 | $380.16K | 303,337 |
| Rodney Eldon Rushing COO, EVP | Sep 18, 2024 | Sale | −12,000 | $80.58 | $966.96K | 307,837 |
| Rodney Eldon Rushing COO, EVP | Sep 18, 2024 | Sale | −24,000 | $80.96 | $1.94M | 76,000 |
| Hatton C.V. Smith Director | Sep 3, 2024 | Gift | −10,000 | – | – | 410,578 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| J. Richard Cashio Director | Jul 31, 2026 | 11,500 | $1.01M | Jul 31, 2026 | Stock Award |
| Richard Cashio J. Affiliate | Mar 24, 2026 | 42,000 | $3.09M | Mar 24, 2026 | Founders Stock |
| Mettler Christopher Director | Feb 13, 2025 | 18,000 | $1.64M | Feb 13, 2025 | Open Market Purchase |
| J. Richard Cashio Director | Feb 10, 2025 | 1,589 | $144.31K | Feb 10, 2025 | Board Compensation Grant |
| Jay Filler James Affiliate | Dec 3, 2024 | 250,000 | $23.82M | Dec 3, 2024 | Pre IPO transaction |
| M. Foshee William Officer | May 3, 2024 | 1,431 | $89.08K | May 3, 2024 | Shares Purchased through Employee Stock Purchase Plan |
| M. Foshee William Officer | Apr 26, 2024 | 8,569 | $524.09K | Apr 26, 2024 | Shares Purchased through Employee Stock Purchase Plan |
| M. Foshee William Officer | Apr 25, 2024 | 10,000 | $614.92K | Apr 25, 2024 | Shares Purchased through Employee Stock Purchase Plan |