BFS
SFBS

Bare Financial Services’s ServisFirst Bancshares SFBS Stock Holding History

Bare Financial Services’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 		$10.6K Buy
244
+40
+20% +$1.58K ﹤0.01% 562
2026
Q1 		$7.43K Sell
204
-62
-23% -$2.46K ﹤0.01% 488
2025
Q4 		$9.55K Buy
266
+74
+39% +$2.71K ﹤0.01% 262
2025
Q3 		$7.73K Buy
192
+4
+2% +$166 ﹤0.01% 331
2025
Q2 		$7.29K Buy
188
+142
+309% +$5.24K ﹤0.01% 283
2025
Q1 		$1.9K Buy
+46
New +$2K ﹤0.01% 284

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

Bare Financial Services's SFBS Position: Q2 2026 in Review

Bare Financial Services increased its ServisFirst Bancshares (SFBS) stake by 20% in Q2 2026, buying an estimated $1.58K and bringing the position to 244 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Bare Financial Services first reported a position in SFBS in Q1 2025 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Bare Financial Services held 244 shares of ServisFirst Bancshares worth $10.6K as of Q2 2026.
  • Bare Financial Services bought 40 ServisFirst Bancshares shares in Q2 2026, an estimated $1.58K.
  • ServisFirst Bancshares made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #562 holding.
  • Bare Financial Services first reported a position in ServisFirst Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.