CFO
SFBS

Callan Family Office’s ServisFirst Bancshares SFBS Stock Holding History

Callan Family Office’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 		$558K Sell
12,866
-2,276
-15% -$89.8K 0.01% 780
2026
Q1 		$551K Buy
15,142
+2,140
+16% +$84.7K 0.01% 732
2025
Q4 		$467K Buy
13,002
+7,636
+142% +$280K 0.01% 801
2025
Q3 		$216K Sell
5,366
-10,664
-67% -$442K 0.01% 805
2025
Q2 		$621K Buy
+16,030
New +$592K 0.02% 523

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

Callan Family Office's SFBS Position: Q2 2026 in Review

Callan Family Office reduced its ServisFirst Bancshares (SFBS) stake by 15% in Q2 2026, selling an estimated $89.8K and leaving 12,866 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #780.

Callan Family Office first reported a position in SFBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $621K in Q2 2025. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Callan Family Office held 12,866 shares of ServisFirst Bancshares worth $558K as of Q2 2026.
  • Callan Family Office sold 2,276 ServisFirst Bancshares shares in Q2 2026, an estimated $89.8K.
  • ServisFirst Bancshares made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #780 holding.
  • Callan Family Office first reported a position in ServisFirst Bancshares in Q2 2025 and has held it in 5 quarters since.
  • Callan Family Office's ServisFirst Bancshares position peaked at $621K in Q2 2025.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.