Advisors Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Advisors Capital Management’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 Q2	$215K	Buy	+4,960	New	+$196K	﹤0.01%	600
2025 Q2	–	Sell	-4,960	Closed	-$205K	–	534
2025 Q1	$205K	Hold	4,960	–	–	﹤0.01%	497
2024 Q4	$210K	Buy	+4,960	New	+$220K	﹤0.01%	498
2023 Q2	–	Sell	-10,240	Closed	-$280K	–	438
2023 Q1	$280K	Buy	10,240 +340	+3%	+$11.4K	0.01%	378
2022 Q4	$341K	Sell	9,900 -10	-0.1%	-$373	0.01%	357
2022 Q3	$380K	Buy	9,910 +10	+0.1%	+$422	0.01%	352
2022 Q2	$391K	Sell	9,900 -98	-1%	-$3.99K	0.01%	328
2022 Q1	$476K	Buy	+9,998	New	+$437K	0.01%	312

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Advisors Capital Management's SFBS Position: Q2 2026 in Review

Advisors Capital Management opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 4,960 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: Advisors Capital Management previously reported a position in SFBS as recently as Q1 2025.

Advisors Capital Management first reported a position in SFBS in Q1 2022 and has held it in 8 quarters since. The position peaked at $476K in Q1 2022. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Advisors Capital Management held 4,960 shares of ServisFirst Bancshares worth $215K as of Q2 2026.
ServisFirst Bancshares was a new Advisors Capital Management position in Q2 2026.
ServisFirst Bancshares made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #600 holding.
Advisors Capital Management first reported a position in ServisFirst Bancshares in Q1 2022 and has held it in 8 quarters since.
Advisors Capital Management's ServisFirst Bancshares position peaked at $476K in Q1 2022.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.