Superior Planning, LLC’s ServisFirst Bancshares SFBS Stock Holding History

Superior Planning, LLC’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.88K	Buy	+72	New	+$3.11K	﹤0.01%	1425

Other funds holding SFBS

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Superior Planning, LLC's SFBS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in ServisFirst Bancshares (SFBS) in Q3 2026: 72 shares worth $2.88K. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings.

235 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

Superior Planning, LLC held 72 shares of ServisFirst Bancshares worth $2.88K as of Q3 2026.
ServisFirst Bancshares was a new Superior Planning, LLC position in Q3 2026.
ServisFirst Bancshares made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1425 holding.
235 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.