CJ
SFBS

Caitlin John’s ServisFirst Bancshares SFBS Stock Holding History

Caitlin John’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 		$8.72K Hold
200
– – ﹤0.01% 617
2026
Q1 		$7.28K Buy
200
+2
+1% +$79 ﹤0.01% 567
2025
Q4 		$7.14K Hold
198
– – ﹤0.01% 589
2025
Q3 		$7.98K Buy
+198
New +$8.2K 0.01% 524
2025
Q1 		– Sell
-196
Closed -$8.29K – 662
2024
Q4 		$8.29K Hold
196
– – 0.01% 502
2024
Q3 		$9.38K Sell
196
-2,582
-93% -$98.2K 0.01% 497
2024
Q2 		$87.8K Sell
2,778
-108
-4% -$3.33K 0.06% 181
2024
Q1 		$95.7K Buy
2,886
+2,692
+1,388% +$85.6K 0.07% 164
2023
Q4 		$6.5K Buy
+194
New +$5.24K 0.01% 505

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

Caitlin John's SFBS Position: Q2 2026 in Review

Caitlin John held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 200 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Caitlin John first reported a position in SFBS in Q4 2023 and has held it in 9 quarters since. The position peaked at $95.7K in Q1 2024. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Caitlin John held 200 shares of ServisFirst Bancshares worth $8.72K as of Q2 2026.
  • Caitlin John left its ServisFirst Bancshares share count unchanged in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Caitlin John's portfolio in Q2 2026, its #617 holding.
  • Caitlin John first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's ServisFirst Bancshares position peaked at $95.7K in Q1 2024.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.