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Allworth Financial’s ServisFirst Bancshares SFBS Stock Holding History

Allworth Financial’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 		$109K Buy
2,518
+1,898
+306% +$74.9K ﹤0.01% 1886
2026
Q1 		$22.6K Buy
620
+242
+64% +$9.58K ﹤0.01% 2910
2025
Q4 		$13.6K Buy
378
+80
+27% +$2.94K ﹤0.01% 3053
2025
Q3 		$12K Buy
298
+236
+381% +$9.78K ﹤0.01% 3024
2025
Q2 		$2.4K Hold
62
– – ﹤0.01% 3618
2025
Q1 		$2.22K Hold
62
– – ﹤0.01% 3171
2024
Q4 		$2.76K Hold
62
– – ﹤0.01% 3031
2024
Q3 		$2.49K Hold
62
– – ﹤0.01% 2866
2024
Q2 		$2.4K Hold
62
– – ﹤0.01% 2843
2024
Q1 		$2.06K Hold
62
– – ﹤0.01% 2794
2023
Q4 		$2.07K Hold
62
– – ﹤0.01% 2671
2023
Q3 		$1.62K Sell
62
-108
-64% -$2.86K ﹤0.01% 2641
2023
Q2 		$3.48K Buy
+170
New +$3.93K ﹤0.01% 2259
2022
Q4 		– Sell
-2
Closed – – 3176
2022
Q3 		$0 Buy
+2
New +$84 ﹤0.01% 3061
2022
Q2 		– Sell
-12
Closed -$1K – 2761
2022
Q1 		$1K Buy
+12
New +$524 ﹤0.01% 2013

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 $3.38T AUM 44.17% 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

Allworth Financial's SFBS Position: Q2 2026 in Review

Allworth Financial increased its ServisFirst Bancshares (SFBS) stake by 306% in Q2 2026, buying an estimated $74.9K and bringing the position to 2,518 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Allworth Financial first reported a position in SFBS in Q1 2022 and has held it in 15 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Allworth Financial held 2,518 shares of ServisFirst Bancshares worth $109K as of Q2 2026.
  • Allworth Financial bought 1,898 ServisFirst Bancshares shares in Q2 2026, an estimated $74.9K.
  • ServisFirst Bancshares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1886 holding.
  • Allworth Financial first reported a position in ServisFirst Bancshares in Q1 2022 and has held it in 15 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.