CAPTRUST Financial Advisors
SFBS

CAPTRUST Financial Advisors’s ServisFirst Bancshares SFBS Stock Holding History

CAPTRUST 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 		$1.86M Buy
42,836
+6,862
+19% +$271K ﹤0.01% 1356
2026
Q1 		$1.31M Buy
35,974
+502
+1% +$19.9K ﹤0.01% 1449
2025
Q4 		$1.27M Buy
35,472
+32
+0.1% +$1.17K ﹤0.01% 1357
2025
Q3 		$1.43M Sell
35,440
-1,902
-5% -$78.8K ﹤0.01% 1226
2025
Q2 		$1.45M Buy
37,342
+228
+0.6% +$8.42K ﹤0.01% 1135
2025
Q1 		$1.53M Buy
37,114
+306
+0.8% +$13.3K ﹤0.01% 1046
2024
Q4 		$1.56M Sell
36,808
-178
-0.5% -$7.9K ﹤0.01% 994
2024
Q3 		$1.49M Buy
36,986
+2,178
+6% +$82.9K ﹤0.01% 981
2024
Q2 		$1.1M Sell
34,808
-57,684
-62% -$1.78M ﹤0.01% 1085
2024
Q1 		$3.07M Sell
92,492
-24,546
-21% -$781K 0.01% 645
2023
Q4 		$3.9M Sell
117,038
-1,540
-1% -$41.6K 0.01% 646
2023
Q3 		$3.09M Buy
118,578
+1,852
+2% +$49K 0.01% 686
2023
Q2 		$2.39M Buy
116,726
+25,860
+28% +$597K 0.01% 762
2023
Q1 		$2.48M Sell
90,866
-8,516
-9% -$285K 0.01% 666
2022
Q4 		$3.42M Sell
99,382
-48
-0% -$1.79K 0.02% 548
2022
Q3 		$3.98M Sell
99,430
-546,454
-85% -$23M 0.02% 463
2022
Q2 		$25.6M Sell
645,884
-2,058
-0.3% -$83.8K 0.16% 130
2022
Q1 		$30.9M Sell
647,942
-160,310
-20% -$7M 0.2% 122
2021
Q4 		$34.4M Buy
808,252
+476
+0.1% +$19.4K 0.24% 107
2021
Q3 		$31.5M Buy
807,776
+386
+0% +$13.8K 0.26% 99
2021
Q2 		$27.5M Buy
807,390
+396
+0% +$13.1K 0.26% 102
2021
Q1 		$24.8M Buy
806,994
+1,404
+0.2% +$34.9K 0.27% 100
2020
Q4 		$16.3M Sell
805,590
-830
-0.1% -$16.1K 0.22% 112
2020
Q3 		$14.1M Sell
806,420
-21,968
-3% -$394K 0.23% 111
2020
Q2 		$14M Buy
+828,388
New +$13.7M 0.23% 112

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

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

CAPTRUST Financial Advisors increased its ServisFirst Bancshares (SFBS) stake by 19% in Q2 2026, buying an estimated $271K and bringing the position to 42,836 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

CAPTRUST Financial Advisors first reported a position in SFBS in Q2 2020 and has held it in 25 quarters since. The position peaked at $34.4M in Q4 2021. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • CAPTRUST Financial Advisors held 42,836 shares of ServisFirst Bancshares worth $1.86M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 6,862 ServisFirst Bancshares shares in Q2 2026, an estimated $271K.
  • ServisFirst Bancshares made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1356 holding.
  • CAPTRUST Financial Advisors first reported a position in ServisFirst Bancshares in Q2 2020 and has held it in 25 quarters since.
  • CAPTRUST Financial Advisors's ServisFirst Bancshares position peaked at $34.4M in Q4 2021.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

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