Is ServisFirst Bancshares (NYSE:SFBS) Seeing Institutional Shifts?

February 05, 2025 04:58 AM AEDT | By Team Kalkine Media

Is ServisFirst Bancshares (NYSE:SFBS) Seeing Institutional Shifts? — Image source: Shutterstock

Institutional Adjustments in ServisFirst Bancshares

Recent filings with the Securities and Exchange Commission (SEC) reveal adjustments in institutional holdings of ServisFirst Bancshares (NYSE:SFBS). Welch Group LLC reduced its stake by approximately 9.1% in the fourth quarter, selling over 103,000 shares. The firm’s remaining stake comprises more than a million shares, representing nearly 1.9% of the company's total ownership.

Changes in Institutional Positions

Beyond Welch Group LLC, other firms have also modified their holdings. Precision Wealth Strategies LLC marginally increased its stake by acquiring additional shares during the fourth quarter. R Squared Ltd took a new position, adding ServisFirst Bancshares to its portfolio.

Meanwhile, Stonegate Investment Group LLC expanded its holdings by over 13%, acquiring more than 112,000 additional shares. Similarly, KBC Group NV boosted its stake by over 52%, purchasing hundreds of additional shares during the same period. Cottonwood Capital Advisors LLC also strengthened its position with a 13.7% increase in shares.

Institutional Ownership Overview

ServisFirst Bancshares maintains strong backing from institutional investors, collectively holding over 67% of the company’s shares. These adjustments in holdings suggest ongoing activity among financial firms managing their positions in the financial services sector. While some firms have decreased exposure, others have opted to increase their stake, reflecting diverse approaches in portfolio management.

Market Activity and Institutional Influence

With financial firms making adjustments, ServisFirst Bancshares continues to be a key entity in institutional portfolios. The recent changes in holdings reflect strategic positioning by various funds and investment firms, shaping the broader landscape of ownership within the company.

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