Capstone Investment Advisors
SFBS

Capstone Investment Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Capstone Investment 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 		$807K Buy
18,594
+2,174
+13% +$85.8K ﹤0.01% 1035
2026
Q1 		$598K Buy
16,420
+10,276
+167% +$407K ﹤0.01% 1069
2025
Q4 		$221K Buy
+6,144
New +$225K ﹤0.01% 1472
2024
Q2 		– Sell
-8,946
Closed -$297K – 2428
2024
Q1 		$297K Buy
+8,946
New +$285K ﹤0.01% 1842
2016
Q3 		– Sell
-22,120
Closed -$273K – 903
2016
Q2 		$273K Buy
+22,120
New +$272K 0.01% 578

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's SFBS Position: Q2 2026 in Review

Capstone Investment Advisors increased its ServisFirst Bancshares (SFBS) stake by 13% in Q2 2026, buying an estimated $85.8K and bringing the position to 18,594 shares worth $807K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Capstone Investment Advisors first reported a position in SFBS in Q2 2016 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Capstone Investment Advisors held 18,594 shares of ServisFirst Bancshares worth $807K as of Q2 2026.
  • Capstone Investment Advisors bought 2,174 ServisFirst Bancshares shares in Q2 2026, an estimated $85.8K.
  • ServisFirst Bancshares made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1035 holding.
  • Capstone Investment Advisors first reported a position in ServisFirst Bancshares in Q2 2016 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.