AF
SFBS

Aviso Financial’s ServisFirst Bancshares SFBS Stock Holding History

Aviso Financial’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 		$739K Sell
17,028
-740
-4% -$29.2K 0.03% 147
2026
Q1 		$647K Sell
17,768
-1,422
-7% -$56.3K 0.02% 182
2025
Q4 		$689K Buy
19,190
+4,486
+31% +$165K 0.03% 173
2025
Q3 		$592K Sell
14,704
-530
-3% -$22K 0.02% 189
2025
Q2 		$590K Sell
15,234
-68
-0.4% -$2.51K 0.03% 190
2025
Q1 		$632K Sell
15,302
-382
-2% -$16.6K 0.03% 187
2024
Q4 		$665K Sell
15,684
-296
-2% -$13.1K 0.03% 185
2024
Q3 		$643K Sell
15,980
-620
-4% -$23.6K 0.03% 189
2024
Q2 		$524K Buy
+16,600
New +$512K 0.03% 187

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

Aviso Financial's SFBS Position: Q2 2026 in Review

Aviso Financial reduced its ServisFirst Bancshares (SFBS) stake by 4.2% in Q2 2026, selling an estimated $29.2K and leaving 17,028 shares worth $739K. The position accounts for 0.03% of the portfolio, ranked #147.

Aviso Financial first reported a position in SFBS in Q2 2024 and has held it in 9 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Aviso Financial held 17,028 shares of ServisFirst Bancshares worth $739K as of Q2 2026.
  • Aviso Financial sold 740 ServisFirst Bancshares shares in Q2 2026, an estimated $29.2K.
  • ServisFirst Bancshares made up 0.03% of Aviso Financial's portfolio in Q2 2026, its #147 holding.
  • Aviso Financial first reported a position in ServisFirst Bancshares in Q2 2024 and has held it in 9 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.