Charles Schwab’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $49.7M | Buy |
1,146,442
+25,658
| +2% | +$1.01M | 0.01% | 1246 |
|
|
2026
Q1 | $40.8M | Buy |
1,120,784
+34,296
| +3% | +$1.36M | 0.01% | 1283 |
|
|
2025
Q4 | $39M | Buy |
1,086,488
+5,994
| +0.6% | +$220K | 0.01% | 1312 |
|
|
2025
Q3 | $43.5M | Buy |
1,080,494
+12,010
| +1% | +$497K | 0.01% | 1247 |
|
|
2025
Q2 | $41.4M | Sell |
1,068,484
-10,476
| -1% | -$387K | 0.01% | 1217 |
|
|
2025
Q1 | $44.6M | Buy |
1,078,960
+36,830
| +4% | +$1.6M | 0.01% | 1151 |
|
|
2024
Q4 | $44.2M | Buy |
1,042,130
+58,494
| +6% | +$2.6M | 0.01% | 1220 |
|
|
2024
Q3 | $39.6M | Buy |
983,636
+87,688
| +10% | +$3.34M | 0.01% | 1283 |
|
|
2024
Q2 | $28.3M | Buy |
895,948
+60,474
| +7% | +$1.87M | 0.01% | 1454 |
|
|
2024
Q1 | $27.7M | Buy |
835,474
+29,410
| +4% | +$936K | 0.01% | 1425 |
|
|
2023
Q4 | $26.9M | Buy |
806,064
+29,478
| +4% | +$797K | 0.01% | 1407 |
|
|
2023
Q3 | $20.3M | Sell |
776,586
-10,434
| -1% | -$276K | 0.01% | 1506 |
|
|
2023
Q2 | $16.1M | Buy |
787,020
+15,344
| +2% | +$354K | ﹤0.01% | 1640 |
|
|
2023
Q1 | $21.1M | Sell |
771,676
-2,304
| -0.3% | -$77.2K | 0.01% | 1436 |
|
|
2022
Q4 | $26.7M | Buy |
773,980
+15,938
| +2% | +$595K | 0.01% | 1223 |
|
|
2022
Q3 | $30.3M | Buy |
758,042
+59,896
| +9% | +$2.53M | 0.01% | 1091 |
|
|
2022
Q2 | $27.5M | Sell |
698,146
-16,530
| -2% | -$673K | 0.01% | 1161 |
|
|
2022
Q1 | $34.1M | Sell |
714,676
-64,870
| -8% | -$2.83M | 0.01% | 1138 |
|
|
2021
Q4 | $33.1M | Buy |
779,546
+35,758
| +5% | +$1.46M | 0.01% | 1195 |
|
|
2021
Q3 | $28.9M | Buy |
743,788
+45,508
| +7% | +$1.63M | 0.01% | 1260 |
|
|
2021
Q2 | $23.7M | Sell |
698,280
-6,640
| -0.9% | -$220K | 0.01% | 1453 |
|
|
2021
Q1 | $21.6M | Sell |
704,920
-69,808
| -9% | -$1.73M | 0.01% | 1469 |
|
|
2020
Q4 | $15.6M | Buy |
774,728
+152,738
| +25% | +$2.96M | 0.01% | 1575 |
|
|
2020
Q3 | $10.6M | Sell |
621,990
-6,622
| -1% | -$119K | ﹤0.01% | 1651 |
|
|
2020
Q2 | $11.2M | Buy |
628,612
+47,124
| +8% | +$778K | 0.01% | 1575 |
|
|
2020
Q1 | $8.53M | Buy |
581,488
+7,890
| +1% | +$138K | 0.01% | 1543 |
|
|
2019
Q4 | $10.8M | Buy |
573,598
+9,318
| +2% | +$167K | 0.01% | 1634 |
|
|
2019
Q3 | $9.35M | Buy |
564,280
+19,900
| +4% | +$321K | 0.01% | 1641 |
|
|
2019
Q2 | $9.33M | Buy |
544,380
+16,478
| +3% | +$275K | 0.01% | 1635 |
|
|
2019
Q1 | $8.91M | Buy |
527,902
+24,998
| +5% | +$427K | 0.01% | 1671 |
|
|
2018
Q4 | $8.01M | Sell |
502,904
-1,622
| -0.3% | -$29.2K | 0.01% | 1605 |
|
|
2018
Q3 | $9.88M | Buy |
504,526
+23,792
| +5% | +$503K | 0.01% | 1652 |
|
|
2018
Q2 | $10M | Buy |
480,734
+31,816
| +7% | +$681K | 0.01% | 1604 |
|
|
2018
Q1 | $9.16M | Buy |
448,918
+15,000
| +3% | +$315K | 0.01% | 1553 |
|
|
2017
Q4 | $9M | Buy |
433,918
+13,932
| +3% | +$283K | 0.01% | 1550 |
|
|
2017
Q3 | $8.16M | Buy |
419,986
+21,170
| +5% | +$377K | 0.01% | 1574 |
|
|
2017
Q2 | $7.36M | Buy |
398,816
+3,446
| +0.9% | +$62.7K | 0.01% | 1562 |
|
|
2017
Q1 | $7.19M | Buy |
395,370
+43,434
| +12% | +$852K | 0.01% | 1546 |
|
|
2016
Q4 | $6.59M | Buy |
351,936
+3,664
| +1% | +$58K | 0.01% | 1556 |
|
|
2016
Q3 | $4.52M | Buy |
348,272
+49,064
| +16% | +$627K | 0.01% | 1708 |
|
|
2016
Q2 | $3.69M | Buy |
299,208
+4,920
| +2% | +$60.4K | ﹤0.01% | 1749 |
|
|
2016
Q1 | $3.27M | Buy |
294,288
+5,636
| +2% | +$55K | ﹤0.01% | 1774 |
|
|
2015
Q4 | $3.43M | Buy |
288,652
+40,132
| +16% | +$452K | ﹤0.01% | 1758 |
|
|
2015
Q3 | $2.58M | Buy |
248,520
+127,416
| +105% | +$1.24M | ﹤0.01% | 1919 |
|
|
2015
Q2 | $1.14M | Buy |
121,104
+91,944
| +315% | +$817K | ﹤0.01% | 2367 |
|
|
2015
Q1 | $241K | Buy |
29,160
+1,392
| +5% | +$11K | ﹤0.01% | 2908 |
|
|
2014
Q4 | $229K | Buy |
+27,768
| New | +$210K | ﹤0.01% | 2946 |
|
Other funds holding SFBS
WG
Charles Schwab's SFBS Position: Q2 2026 in Review
Charles Schwab increased its ServisFirst Bancshares (SFBS) stake by 2.3% in Q2 2026, buying an estimated $1.01M and bringing the position to 1,146,442 shares worth $49.7M. The position accounts for 0.01% of the portfolio, ranked #1246.
Charles Schwab first reported a position in SFBS in Q4 2014 and has held it in 47 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.
- Charles Schwab held 1,146,442 shares of ServisFirst Bancshares worth $49.7M as of Q2 2026.
- Charles Schwab bought 25,658 ServisFirst Bancshares shares in Q2 2026, an estimated $1.01M.
- ServisFirst Bancshares made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1246 holding.
- Charles Schwab first reported a position in ServisFirst Bancshares in Q4 2014 and has held it in 47 quarters since.
- 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.