Cerity Partners
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Cerity Partners’s ServisFirst Bancshares SFBS Stock Holding History

Cerity Partners’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 		$980K Buy
+22,588
New +$891K ﹤0.01% 2019
2025
Q1 		– Sell
-6,836
Closed -$275K – 2612
2024
Q4 		$275K Sell
6,836
-4,106
-38% -$182K ﹤0.01% 2080
2024
Q3 		$440K Buy
+10,942
New +$416K ﹤0.01% 1840
2024
Q2 		– Sell
-6,650
Closed -$221K – 2393
2024
Q1 		$221K Buy
+6,650
New +$212K ﹤0.01% 2054

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

Cerity Partners's SFBS Position: Q2 2026 in Review

Cerity Partners opened a new position in ServisFirst Bancshares (SFBS) in Q2 2026: 22,588 shares worth $980K. The stake represents ﹤0.01% of the portfolio and ranks #2019 among its holdings. This is a return to the name: Cerity Partners previously reported a position in SFBS as recently as Q4 2024.

Cerity Partners first reported a position in SFBS in Q1 2024 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Cerity Partners held 22,588 shares of ServisFirst Bancshares worth $980K as of Q2 2026.
  • ServisFirst Bancshares was a new Cerity Partners position in Q2 2026.
  • ServisFirst Bancshares made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2019 holding.
  • Cerity Partners first reported a position in ServisFirst Bancshares in Q1 2024 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.