AWM
SFBS

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
Q2 		$361K Buy
8,314
+210
+3% +$8.29K ﹤0.01% 1382
2026
Q1 		$295K Buy
8,104
+1,034
+15% +$40.9K ﹤0.01% 1387
2025
Q4 		$254K Buy
7,070
+1,724
+32% +$63.3K ﹤0.01% 1396
2025
Q3 		$215K Buy
+5,346
New +$221K ﹤0.01% 1362
2025
Q1 		– Sell
-4,748
Closed -$201K – 2265
2024
Q4 		$201K Buy
+4,748
New +$211K ﹤0.01% 1273
2019
Q2 		– Sell
-18,280
Closed -$309K – 997
2019
Q1 		$309K Buy
+18,280
New +$312K 0.02% 453

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

AE Wealth Management's SFBS Position: Q2 2026 in Review

AE Wealth Management increased its ServisFirst Bancshares (SFBS) stake by 2.6% in Q2 2026, buying an estimated $8.29K and bringing the position to 8,314 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

AE Wealth Management first reported a position in SFBS in Q1 2019 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • AE Wealth Management held 8,314 shares of ServisFirst Bancshares worth $361K as of Q2 2026.
  • AE Wealth Management bought 210 ServisFirst Bancshares shares in Q2 2026, an estimated $8.29K.
  • ServisFirst Bancshares made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1382 holding.
  • AE Wealth Management first reported a position in ServisFirst Bancshares in Q1 2019 and has held it in 6 quarters since.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.