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
Q1 		$1.31M Buy
17,987
+251
+1% +$19.9K ﹤0.01% 1449
2025
Q4 		$1.27M Buy
17,736
+16
+0.1% +$1.17K ﹤0.01% 1357
2025
Q3 		$1.43M Sell
17,720
-951
-5% -$78.8K ﹤0.01% 1226
2025
Q2 		$1.45M Buy
18,671
+114
+0.6% +$8.42K ﹤0.01% 1135
2025
Q1 		$1.53M Buy
18,557
+153
+0.8% +$13.3K ﹤0.01% 1046
2024
Q4 		$1.56M Sell
18,404
-89
-0.5% -$7.9K ﹤0.01% 994
2024
Q3 		$1.49M Buy
18,493
+1,089
+6% +$82.9K ﹤0.01% 981
2024
Q2 		$1.1M Sell
17,404
-28,842
-62% -$1.78M ﹤0.01% 1085
2024
Q1 		$3.07M Sell
46,246
-12,273
-21% -$781K 0.01% 645
2023
Q4 		$3.9M Sell
58,519
-770
-1% -$41.6K 0.01% 646
2023
Q3 		$3.09M Buy
59,289
+926
+2% +$49K 0.01% 686
2023
Q2 		$2.39M Buy
58,363
+12,930
+28% +$597K 0.01% 762
2023
Q1 		$2.48M Sell
45,433
-4,258
-9% -$285K 0.01% 666
2022
Q4 		$3.42M Sell
49,691
-24
-0% -$1.79K 0.02% 548
2022
Q3 		$3.98M Sell
49,715
-273,227
-85% -$23M 0.02% 463
2022
Q2 		$25.6M Sell
322,942
-1,029
-0.3% -$83.8K 0.16% 130
2022
Q1 		$30.9M Sell
323,971
-80,155
-20% -$7M 0.2% 122
2021
Q4 		$34.4M Buy
404,126
+238
+0.1% +$19.4K 0.24% 107
2021
Q3 		$31.5M Buy
403,888
+193
+0% +$13.8K 0.26% 99
2021
Q2 		$27.5M Buy
403,695
+198
+0% +$13.1K 0.26% 102
2021
Q1 		$24.8M Buy
403,497
+702
+0.2% +$34.9K 0.27% 100
2020
Q4 		$16.3M Sell
402,795
-415
-0.1% -$16.1K 0.22% 112
2020
Q3 		$14.1M Sell
403,210
-10,984
-3% -$394K 0.23% 111
2020
Q2 		$14M Buy
+414,194
New +$13.7M 0.23% 112

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

CAPTRUST Financial Advisors's SFBS Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its ServisFirst Bancshares (SFBS) stake by 1.4% in Q1 2026, buying an estimated $19.9K and bringing the position to 17,987 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

CAPTRUST Financial Advisors first reported a position in SFBS in Q2 2020 and has held it in 24 quarters since. The position peaked at $34.4M in Q4 2021. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • CAPTRUST Financial Advisors held 17,987 shares of ServisFirst Bancshares worth $1.31M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 251 ServisFirst Bancshares shares in Q1 2026, an estimated $19.9K.
  • ServisFirst Bancshares made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1449 holding.
  • CAPTRUST Financial Advisors first reported a position in ServisFirst Bancshares in Q2 2020 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's ServisFirst Bancshares position peaked at $34.4M in Q4 2021.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.