AE Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

AE Wealth 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 Q1	$295K	Buy	4,052 +517	+15%	+$40.9K	﹤0.01%	1387
2025 Q4	$254K	Buy	3,535 +862	+32%	+$63.2K	﹤0.01%	1396
2025 Q3	$215K	Buy	+2,673	New	+$221K	﹤0.01%	1362
2025 Q1	–	Sell	-2,374	Closed	-$201K	–	2265
2024 Q4	$201K	Buy	+2,374	New	+$211K	﹤0.01%	1273
2019 Q2	–	Sell	-9,140	Closed	-$309K	–	997
2019 Q1	$309K	Buy	+9,140	New	+$312K	0.02%	453

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

AE Wealth Management's SFBS Position: Q1 2026 in Review

AE Wealth Management increased its ServisFirst Bancshares (SFBS) stake by 15% in Q1 2026, buying an estimated $40.9K and bringing the position to 4,052 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

AE Wealth Management first reported a position in SFBS in Q1 2019 and has held it in 5 quarters since. The position peaked at $309K in Q1 2019. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

AE Wealth Management held 4,052 shares of ServisFirst Bancshares worth $295K as of Q1 2026.
AE Wealth Management bought 517 ServisFirst Bancshares shares in Q1 2026, an estimated $40.9K.
ServisFirst Bancshares made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1387 holding.
AE Wealth Management first reported a position in ServisFirst Bancshares in Q1 2019 and has held it in 5 quarters since.
AE Wealth Management's ServisFirst Bancshares position peaked at $309K in Q1 2019.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.