BHWM
SFBS

Bay Harbor Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Bay Harbor Wealth Management’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 		$868 Buy
20
+4
+25% +$158 ﹤0.01% 919
2026
Q1 		$582 Buy
16
+4
+33% +$158 ﹤0.01% 948
2025
Q4 		$430 Buy
12
+4
+50% +$147 ﹤0.01% 912
2025
Q3 		$322 Hold
8
– – ﹤0.01% 890
2025
Q2 		$310 Buy
8
+6
+300% +$222 ﹤0.01% 784
2025
Q1 		$82 Buy
+2
New +$87 ﹤0.01% 914

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

Bay Harbor Wealth Management's SFBS Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its ServisFirst Bancshares (SFBS) stake by 25% in Q2 2026, buying an estimated $158 and bringing the position to 20 shares worth $868. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Bay Harbor Wealth Management 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.

  • Bay Harbor Wealth Management held 20 shares of ServisFirst Bancshares worth $868 as of Q2 2026.
  • Bay Harbor Wealth Management bought 4 ServisFirst Bancshares shares in Q2 2026, an estimated $158.
  • ServisFirst Bancshares made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #919 holding.
  • Bay Harbor Wealth Management 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 Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.