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SFBS

Avantax Planning Partners’s ServisFirst Bancshares SFBS Stock Holding History

Avantax Planning Partners’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 		$434K Hold
10,000
– – 0.01% 311
2026
Q1 		$364K Hold
10,000
– – 0.01% 320
2025
Q4 		$359K Hold
10,000
– – 0.01% 323
2025
Q3 		$403K Hold
10,000
– – 0.01% 305
2025
Q2 		$388K Buy
+10,000
New +$369K 0.01% 306

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

Avantax Planning Partners's SFBS Position: Q2 2026 in Review

Avantax Planning Partners held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 10,000 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #311.

Avantax Planning Partners first reported a position in SFBS in Q2 2025 and has held it in 5 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Avantax Planning Partners held 10,000 shares of ServisFirst Bancshares worth $434K as of Q2 2026.
  • Avantax Planning Partners left its ServisFirst Bancshares share count unchanged in Q2 2026.
  • ServisFirst Bancshares made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #311 holding.
  • Avantax Planning Partners first reported a position in ServisFirst Bancshares in Q2 2025 and has held it in 5 quarters since.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.