Blue Trust Inc’s ServisFirst Bancshares SFBS Stock Holding History

Blue Trust Inc’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	$3.86M	Hold	89,052	–	–	0.04%	122
2026 Q1	$3.24M	Sell	89,052 -2,342	-3%	-$92.7K	0.04%	135
2025 Q4	$3.28M	Hold	91,394	–	–	0.04%	136
2025 Q3	$3.68M	Sell	91,394 -13,500	-13%	-$559K	0.04%	124
2025 Q2	$4.07M	Buy	104,894 +54,036	+106%	+$2M	0.05%	112
2025 Q1	$2.1M	Hold	50,858	–	–	0.03%	154
2024 Q4	$2.15M	Sell	50,858 -16,410	-24%	-$729K	0.03%	146
2024 Q3	$2.13M	Buy	67,268 +126	+0.2%	+$4.79K	0.03%	146
2024 Q2	$2.23M	Buy	67,142 +34	+0.1%	+$1.05K	0.03%	124
2024 Q1	$2.23M	Sell	67,108 -2,828	-4%	-$90K	0.03%	106
2023 Q4	$1.82M	Buy	69,936 +128	+0.2%	+$3.46K	0.03%	117
2023 Q3	$1.43M	Hold	69,808	–	–	0.02%	140
2023 Q2	$1.91M	Hold	69,808	–	–	0.03%	109
2023 Q1	$2.4M	Hold	69,808	–	–	0.04%	113
2022 Q4	$2.79M	Sell	69,808 -544	-0.8%	-$20.3K	0.05%	92
2022 Q3	$2.78M	Hold	70,352	–	–	0.05%	82
2022 Q2	$3.35M	Buy	+70,352	New	+$2.86M	0.05%	78

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Blue Trust Inc's SFBS Position: Q2 2026 in Review

Blue Trust Inc held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 89,052 shares worth $3.86M. The position accounts for 0.04% of the portfolio, ranked #122.

Blue Trust Inc first reported a position in SFBS in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.07M in Q2 2025. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Blue Trust Inc held 89,052 shares of ServisFirst Bancshares worth $3.86M as of Q2 2026.
Blue Trust Inc left its ServisFirst Bancshares share count unchanged in Q2 2026.
ServisFirst Bancshares made up 0.04% of Blue Trust Inc's portfolio in Q2 2026, its #122 holding.
Blue Trust Inc first reported a position in ServisFirst Bancshares in Q2 2022 and has held it in 17 quarters since.
Blue Trust Inc's ServisFirst Bancshares position peaked at $4.07M in Q2 2025.
355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.