Annis Gardner Whiting Capital Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-12	Closed	-$437	–	1088
2026 Q1	$437	Buy	+12	New	+$475	﹤0.01%	1216
2025 Q4	–	Sell	-40	Closed	-$1.61K	–	1333
2025 Q3	$1.61K	Buy	+40	New	+$1.66K	﹤0.01%	912
2024 Q3	–	Sell	-830	Closed	-$26.2K	–	917
2024 Q2	$26.2K	Sell	830 -42	-5%	-$1.3K	0.01%	511
2024 Q1	$29.1K	Buy	+872	New	+$27.7K	0.01%	481

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

Annis Gardner Whiting Capital Advisors's SFBS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of ServisFirst Bancshares (SFBS) in Q2 2026, closing a stake of 12 shares — an estimated $437 sold.

Annis Gardner Whiting Capital Advisors first reported a position in SFBS in Q1 2024 and held it in 4 quarters. The position peaked at $29.1K in Q1 2024. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining ServisFirst Bancshares position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 12 ServisFirst Bancshares shares in Q2 2026, an estimated $437.
Annis Gardner Whiting Capital Advisors first reported a position in ServisFirst Bancshares in Q1 2024 and held it in 4 quarters.
Annis Gardner Whiting Capital Advisors's ServisFirst Bancshares position peaked at $29.1K in Q1 2024.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.