BFA
SFBS

Bragg Financial Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Bragg Financial 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 		$45.1M Buy
1,039,460
+157,792
+18% +$6.23M 1.21% 15
2026
Q1 		$32.1M Buy
881,668
+40,906
+5% +$1.62M 1.02% 24
2025
Q4 		$30.2M Buy
840,762
+362
+0% +$13.3K 0.98% 28
2025
Q3 		$33.8M Buy
840,400
+1,160
+0.1% +$48K 1.12% 15
2025
Q2 		$32.5M Buy
839,240
+3,796
+0.5% +$140K 1.16% 14
2025
Q1 		$34.5M Buy
835,444
+11,506
+1% +$500K 1.42% 5
2024
Q4 		$34.9M Buy
823,938
+4,476
+0.5% +$199K 1.41% 9
2024
Q3 		$33M Buy
819,462
+538
+0.1% +$20.5K 1.36% 9
2024
Q2 		$25.9M Buy
818,924
+1,814
+0.2% +$56K 1.15% 14
2024
Q1 		$27.1M Buy
817,110
+428
+0.1% +$13.6K 1.22% 12
2023
Q4 		$27.2M Buy
816,682
+2,774
+0.3% +$75K 1.29% 10
2023
Q3 		$21.2M Buy
813,908
+92,994
+13% +$2.46M 1.12% 13
2023
Q2 		$14.7M Buy
720,914
+94,626
+15% +$2.19M 0.81% 39
2023
Q1 		$17.1M Sell
626,288
-628
-0.1% -$21K 1.01% 19
2022
Q4 		$21.6M Buy
626,916
+786
+0.1% +$29.4K 1.31% 7
2022
Q3 		$25M Sell
626,130
-1,180
-0.2% -$49.8K 1.73% 4
2022
Q2 		$24.8M Buy
627,310
+5,864
+0.9% +$239K 1.64% 4
2022
Q1 		$29.6M Buy
621,446
+968
+0.2% +$42.3K 1.73% 4
2021
Q4 		$24.1M Hold
620,478
– – 1.55% 6
2021
Q3 		$24.1M Sell
620,478
-15,692
-2% -$562K 1.55% 6
2021
Q2 		$21.6M Buy
636,170
+1,870
+0.3% +$61.8K 1.38% 7
2021
Q1 		$19.5M Buy
634,300
+494,210
+353% +$12.3M 1.31% 7
2020
Q4 		$2.82M Buy
140,090
+1,770
+1% +$34.3K 0.25% 117
2020
Q3 		$2.35M Buy
138,320
+32,230
+30% +$579K 0.24% 115
2020
Q2 		$1.9M Buy
106,090
+38,488
+57% +$635K 0.21% 124
2020
Q1 		$991K Buy
+67,602
New +$1.18M 0.13% 149

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

Bragg Financial Advisors's SFBS Position: Q2 2026 in Review

Bragg Financial Advisors increased its ServisFirst Bancshares (SFBS) stake by 18% in Q2 2026, buying an estimated $6.23M and bringing the position to 1,039,460 shares worth $45.1M. The position accounts for 1.21% of the portfolio, ranked #15.

Bragg Financial Advisors first reported a position in SFBS in Q1 2020 and has held it in 26 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Bragg Financial Advisors held 1,039,460 shares of ServisFirst Bancshares worth $45.1M as of Q2 2026.
  • Bragg Financial Advisors bought 157,792 ServisFirst Bancshares shares in Q2 2026, an estimated $6.23M.
  • ServisFirst Bancshares made up 1.21% of Bragg Financial Advisors's portfolio in Q2 2026, its #15 holding.
  • Bragg Financial Advisors first reported a position in ServisFirst Bancshares in Q1 2020 and has held it in 26 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.