Aptus Capital Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Aptus 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 Q1	$658K	Buy	9,038 +6	+0.1%	+$475	0.01%	650
2025 Q4	$648K	Buy	9,032 +11	+0.1%	+$807	﹤0.01%	676
2025 Q3	$726K	Sell	9,021 -4	-0%	-$331	0.01%	614
2025 Q2	$700K	Sell	9,025 -20	-0.2%	-$1.48K	0.01%	607
2025 Q1	$747K	Sell	9,045 -1,063	-11%	-$92.3K	0.01%	559
2024 Q4	$857K	Sell	10,108 -2,545	-20%	-$226K	0.01%	524
2024 Q3	$1.02M	Buy	+12,653	New	+$963K	0.02%	408
2021 Q4	–	Sell	-33,385	Closed	-$2.6M	–	585
2021 Q3	$2.6M	Buy	33,385 +5,984	+22%	+$428K	0.07%	138
2021 Q2	$1.86M	Buy	27,401 +4,114	+18%	+$272K	0.05%	149
2021 Q1	$1.43M	Sell	23,287 -2,376	-9%	-$118K	0.05%	172
2020 Q4	$1.03M	Buy	25,663 +4,096	+19%	+$159K	0.05%	174
2020 Q3	$734K	Sell	21,567 -512	-2%	-$18.4K	0.04%	181
2020 Q2	$790K	Buy	22,079 +256	+1%	+$8.45K	0.05%	151
2020 Q1	$640K	Buy	21,823 +1,536	+8%	+$53.8K	0.06%	151
2019 Q4	$764K	Buy	+20,287	New	+$725K	0.05%	197

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

Aptus Capital Advisors's SFBS Position: Q1 2026 in Review

Aptus Capital Advisors increased its ServisFirst Bancshares (SFBS) stake by 0.07% in Q1 2026, buying an estimated $475 and bringing the position to 9,038 shares worth $658K. The position accounts for 0.01% of the portfolio, ranked #650.

Aptus Capital Advisors first reported a position in SFBS in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.6M in Q3 2021. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Aptus Capital Advisors held 9,038 shares of ServisFirst Bancshares worth $658K as of Q1 2026.
Aptus Capital Advisors bought 6 ServisFirst Bancshares shares in Q1 2026, an estimated $475.
ServisFirst Bancshares made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #650 holding.
Aptus Capital Advisors first reported a position in ServisFirst Bancshares in Q4 2019 and has held it in 15 quarters since.
Aptus Capital Advisors's ServisFirst Bancshares position peaked at $2.6M in Q3 2021.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.