Albion Financial Group’s ServisFirst Bancshares SFBS Stock Holding History

Albion Financial Group’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	$2.86K	Sell	66 -42	-39%	-$1.66K	﹤0.01%	523
2026 Q1	$3.93K	Buy	108 +42	+64%	+$1.66K	﹤0.01%	504
2025 Q4	$2.37K	Hold	66	–	–	﹤0.01%	530
2025 Q3	$2.66K	Hold	66	–	–	﹤0.01%	508
2025 Q2	$2.56K	Hold	66	–	–	﹤0.01%	469
2025 Q1	$2.73K	Hold	66	–	–	﹤0.01%	463
2024 Q4	$2.8K	Hold	66	–	–	﹤0.01%	526
2024 Q3	$2.65K	Hold	66	–	–	﹤0.01%	412
2024 Q2	$2.09K	Hold	66	–	–	﹤0.01%	427
2024 Q1	$2.19K	Buy	66 +34	+106%	+$1.08K	﹤0.01%	410
2023 Q4	$1.07K	Hold	32	–	–	﹤0.01%	426
2023 Q3	$835	Hold	32	–	–	﹤0.01%	427
2023 Q2	$655	Hold	32	–	–	﹤0.01%	433
2023 Q1	$875	Hold	32	–	–	﹤0.01%	407
2022 Q4	$1.1K	Hold	32	–	–	﹤0.01%	426
2022 Q3	$1K	Hold	32	–	–	﹤0.01%	427
2022 Q2	$1K	Hold	32	–	–	﹤0.01%	507
2022 Q1	$2K	Sell	32 -32	-50%	-$1.4K	﹤0.01%	487
2021 Q4	$3K	Buy	+64	New	+$2.61K	﹤0.01%	494

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 $3.37T AUM 44.26% 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

Albion Financial Group's SFBS Position: Q2 2026 in Review

Albion Financial Group reduced its ServisFirst Bancshares (SFBS) stake by 39% in Q2 2026, selling an estimated $1.66K and leaving 66 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Albion Financial Group first reported a position in SFBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.93K in Q1 2026. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Albion Financial Group held 66 shares of ServisFirst Bancshares worth $2.86K as of Q2 2026.
Albion Financial Group sold 42 ServisFirst Bancshares shares in Q2 2026, an estimated $1.66K.
ServisFirst Bancshares made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #523 holding.
Albion Financial Group first reported a position in ServisFirst Bancshares in Q4 2021 and has held it in 19 quarters since.
Albion Financial Group's ServisFirst Bancshares position peaked at $3.93K in Q1 2026.
355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.