BIA
SFBS

Bell Investment Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Bell Investment Advisors’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 		$3.73K Hold
86
– – ﹤0.01% 1100
2026
Q1 		$3.13K Buy
+86
New +$3.4K ﹤0.01% 1150
2025
Q2 		– Sell
-24
Closed -$992 – 1961
2025
Q1 		$992 Buy
+24
New +$1.04K ﹤0.01% 1553
2024
Q2 		– Sell
-16
Closed -$531 – 1969
2024
Q1 		$531 Buy
+16
New +$509 ﹤0.01% 1804
2023
Q3 		– Sell
-40
Closed -$819 – 1987
2023
Q2 		$819 Buy
40
+22
+122% +$508 ﹤0.01% 1646
2023
Q1 		$492 Buy
+18
New +$603 ﹤0.01% 1840

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

Bell Investment Advisors's SFBS Position: Q2 2026 in Review

Bell Investment Advisors held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 86 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Bell Investment Advisors first reported a position in SFBS in Q1 2023 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Bell Investment Advisors held 86 shares of ServisFirst Bancshares worth $3.73K as of Q2 2026.
  • Bell Investment Advisors left its ServisFirst Bancshares share count unchanged in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1100 holding.
  • Bell Investment Advisors first reported a position in ServisFirst Bancshares in Q1 2023 and has held it in 6 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.