AT
SFBS

Arlington Trust’s ServisFirst Bancshares SFBS Stock Holding History

Arlington Trust’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 		$703K Sell
16,200
-211,330
-93% -$8.34M 0.06% 52
2026
Q1 		$8.29M Buy
227,530
+220,830
+3,296% +$8.74M 0.73% 10
2025
Q4 		$240K Hold
6,700
– – 0.02% 80
2025
Q3 		$270K Sell
6,700
-14
-0.2% -$580 0.05% 149
2025
Q2 		$260K Buy
6,714
+14
+0.2% +$517 0.05% 148
2025
Q1 		$277K Hold
6,700
– – 0.06% 141
2024
Q4 		$284K Hold
6,700
– – 0.06% 145
2024
Q3 		$270K Sell
6,700
-79,200
-92% -$3.01M 0.06% 139
2024
Q2 		$2.71M Hold
85,900
– – 0.64% 20
2024
Q1 		$2.85M Buy
85,900
+450
+0.5% +$14.3K 0.73% 18
2023
Q4 		$2.85M Buy
+85,450
New +$2.31M 0.8% 17

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 $3.37T AUM 44.26% 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

Arlington Trust's SFBS Position: Q2 2026 in Review

Arlington Trust reduced its ServisFirst Bancshares (SFBS) stake by 93% in Q2 2026, selling an estimated $8.34M and leaving 16,200 shares worth $703K. The position accounts for 0.06% of the portfolio, ranked #52.

Arlington Trust first reported a position in SFBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.29M in Q1 2026. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Arlington Trust held 16,200 shares of ServisFirst Bancshares worth $703K as of Q2 2026.
  • Arlington Trust sold 211,330 ServisFirst Bancshares shares in Q2 2026, an estimated $8.34M.
  • ServisFirst Bancshares made up 0.06% of Arlington Trust's portfolio in Q2 2026, its #52 holding.
  • Arlington Trust first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 11 quarters since.
  • Arlington Trust's ServisFirst Bancshares position peaked at $8.29M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.