Aptus Capital Advisors
SFBS icon

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
Q3 		$724K Buy
18,115
+15
+0.1% +$648 ﹤0.01% 717
2026
Q2 		$785K Buy
18,100
+24
+0.1% +$947 0.01% 676
2026
Q1 		$658K Buy
18,076
+12
+0.1% +$475 0.01% 650
2025
Q4 		$648K Buy
18,064
+22
+0.1% +$807 ﹤0.01% 676
2025
Q3 		$726K Sell
18,042
-8
-0% -$331 0.01% 614
2025
Q2 		$700K Sell
18,050
-40
-0.2% -$1.48K 0.01% 607
2025
Q1 		$747K Sell
18,090
-2,126
-11% -$92.3K 0.01% 559
2024
Q4 		$857K Sell
20,216
-5,090
-20% -$226K 0.01% 524
2024
Q3 		$1.02M Buy
+25,306
New +$963K 0.02% 410
2021
Q4 		– Sell
-66,770
Closed -$2.6M – 585
2021
Q3 		$2.6M Buy
66,770
+11,968
+22% +$428K 0.07% 138
2021
Q2 		$1.86M Buy
54,802
+8,228
+18% +$272K 0.05% 149
2021
Q1 		$1.43M Sell
46,574
-4,752
-9% -$118K 0.05% 172
2020
Q4 		$1.03M Buy
51,326
+8,192
+19% +$159K 0.05% 174
2020
Q3 		$734K Sell
43,134
-1,024
-2% -$18.4K 0.04% 181
2020
Q2 		$790K Buy
44,158
+512
+1% +$8.45K 0.05% 151
2020
Q1 		$640K Buy
43,646
+3,072
+8% +$53.8K 0.06% 151
2019
Q4 		$764K Buy
+40,574
New +$725K 0.05% 197

Other funds holding SFBS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return

Aptus Capital Advisors's SFBS Position: Q3 2026 in Review

Aptus Capital Advisors increased its ServisFirst Bancshares (SFBS) stake by 0.08% in Q3 2026, buying an estimated $648 and bringing the position to 18,115 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Aptus Capital Advisors first reported a position in SFBS in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.6M in Q3 2021. 283 funds tracked by Wall St. Rank hold SFBS as of Q3 2026.

  • Aptus Capital Advisors held 18,115 shares of ServisFirst Bancshares worth $724K as of Q3 2026.
  • Aptus Capital Advisors bought 15 ServisFirst Bancshares shares in Q3 2026, an estimated $648.
  • ServisFirst Bancshares made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #717 holding.
  • Aptus Capital Advisors first reported a position in ServisFirst Bancshares in Q4 2019 and has held it in 17 quarters since.
  • Aptus Capital Advisors's ServisFirst Bancshares position peaked at $2.6M in Q3 2021.
  • 283 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.