Form 13-F position report

SERVISFIRST BANCSHARES INC

Reported by HHM Wealth Advisors LLC

SFBS CUSIP 81768T108 Manager CIK 0001750086

Reported 43,315 shares, down 27,155 (38.5%) from the prior quarter.

Reported value -21.7%; share count -38.5% vs. the prior quarter.

Reduced
% of reported 13F value 0.49% This manager · Q3 2024
Shares 43,315 Quarter-end amount reported
Reported value $3,484,692 Fair value at quarter end
Consecutive quarters held 2 Through Q3 2024

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-06-30 4453000
2024-09-30 3484692
2024-12-31 2976324
2025-03-31 2771148
2025-06-30 2429861
2025-09-30 2500376
2025-12-31 2206466
2026-03-31 1990736
2026-06-30 2217764

Quarterly position history

How this manager's reported quarter-end position changed over time.

9 quarters
Quarterly reported position history for SERVISFIRST BANCSHARES INC held by HHM Wealth Advisors LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 25,565 -1,769 (-6.5%) 0.22% $2,217,764 2026-07-13
Q1 2026 Reduced 27,334 -3,401 (-11.1%) 0.23% $1,990,736 2026-04-17
Q4 2025 Reduced 30,735 -314 (-1.0%) 0.26% $2,206,466 2026-01-22
Q3 2025 Reduced 31,049 -300 (-1.0%) 0.29% $2,500,376 2025-10-29
Q2 2025 Reduced 31,349 -2,200 (-6.6%) 0.29% $2,429,861 2025-08-11
Q1 2025 Reduced 33,549 -1,574 (-4.5%) 0.37% $2,771,148 2025-05-08
Q4 2024 Reduced 35,123 -8,192 (-18.9%) 0.4% $2,976,324 2025-01-24
Q3 2024 Reduced 43,315 -27,155 (-38.5%) 0.49% $3,484,692 2024-11-12
Q2 2024 New 70,470 +70,470 (0.0%) 0.67% $4,453,000 2024-08-07

Who else reported the position

301 managers reported SERVISFIRST BANCSHARES INC for Q3 2024.

Managers reporting SERVISFIRST BANCSHARES INC in Q3 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc New 7,880,451 +7,880,451 0.01% $633,982,283 1 qtr
VANGUARD GROUP INC Added 5,688,566 +59,056 < 0.01% $457,645,135 41 qtrs
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Reduced 2,680,136 -214,772 0.48% $215,617,014 15 qtrs
STATE STREET CORPORATION Added 2,377,138 +60,683 < 0.01% $191,240,752 41 qtrs
Champlain Investment Partners LLC Reduced 1,380,474 -40,478 0.67% $111,059,133 7 qtrs
DIMENSIONAL FUND ADVISORS LP Reduced 1,162,813 -68,112 0.02% $93,543,527 37 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 1,157,350 +23,555 < 0.01% $93,126,386 42 qtrs
Welch Group LLC Reduced 1,139,239 -116,259 3.98% $91,651,807 46 qtrs
PRINCIPAL FINANCIAL GROUP INC Added 1,037,557 +108,088 0.05% $83,466,171 34 qtrs
JPMorgan Chase & Co Reduced 855,045 -693,513 < 0.01% $68,788,369 33 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2024
Filed
November 12, 2024
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
43,315

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.