BFM
SFBS

Boothbay Fund Management’s ServisFirst Bancshares SFBS Stock Holding History

Boothbay Fund 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 		$3.15M Sell
72,718
-153,750
-68% -$6.07M 0.04% 507
2026
Q1 		$8.25M Buy
+226,468
New +$8.97M 0.11% 181
2024
Q4 		– Sell
-55,162
Closed -$2.22M – 1873
2024
Q3 		$2.22M Sell
55,162
-6,834
-11% -$260K 0.05% 485
2024
Q2 		$1.96M Buy
+61,996
New +$1.91M 0.05% 506

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

Boothbay Fund Management's SFBS Position: Q2 2026 in Review

Boothbay Fund Management reduced its ServisFirst Bancshares (SFBS) stake by 68% in Q2 2026, selling an estimated $6.07M and leaving 72,718 shares worth $3.15M. The position accounts for 0.04% of the portfolio, ranked #507.

Boothbay Fund Management first reported a position in SFBS in Q2 2024 and has held it in 4 quarters since. The position peaked at $8.25M in Q1 2026. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Boothbay Fund Management held 72,718 shares of ServisFirst Bancshares worth $3.15M as of Q2 2026.
  • Boothbay Fund Management sold 153,750 ServisFirst Bancshares shares in Q2 2026, an estimated $6.07M.
  • ServisFirst Bancshares made up 0.04% of Boothbay Fund Management's portfolio in Q2 2026, its #507 holding.
  • Boothbay Fund Management first reported a position in ServisFirst Bancshares in Q2 2024 and has held it in 4 quarters since.
  • Boothbay Fund Management's ServisFirst Bancshares position peaked at $8.25M in Q1 2026.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Boothbay Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.