CA
SFBS

Clearstead Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Clearstead 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 		$533K Buy
12,286
+86
+0.7% +$3.39K 0.01% 738
2026
Q1 		$444K Buy
12,200
+58
+0.5% +$2.3K ﹤0.01% 741
2025
Q4 		$436K Sell
12,142
-138
-1% -$5.06K 0.01% 700
2025
Q3 		$494K Hold
12,280
– – 0.01% 634
2025
Q2 		$476K Buy
12,280
+140
+1% +$5.17K 0.01% 621
2025
Q1 		$501K Hold
12,140
– – 0.01% 578
2024
Q4 		$514K Hold
12,140
– – 0.01% 567
2024
Q3 		$488K Hold
12,140
– – 0.01% 580
2024
Q2 		$384K Buy
12,140
+12,000
+8,571% +$370K 0.01% 604
2024
Q1 		$4.53K Hold
140
– – ﹤0.01% 1193
2023
Q4 		$4.67K Buy
140
+64
+84% +$1.73K ﹤0.01% 1173
2023
Q3 		$1.98K Buy
+76
New +$2.01K ﹤0.01% 1248

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

Clearstead Advisors's SFBS Position: Q2 2026 in Review

Clearstead Advisors increased its ServisFirst Bancshares (SFBS) stake by 0.7% in Q2 2026, buying an estimated $3.39K and bringing the position to 12,286 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #738.

Clearstead Advisors first reported a position in SFBS in Q3 2023 and has held it in 12 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Clearstead Advisors held 12,286 shares of ServisFirst Bancshares worth $533K as of Q2 2026.
  • Clearstead Advisors bought 86 ServisFirst Bancshares shares in Q2 2026, an estimated $3.39K.
  • ServisFirst Bancshares made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #738 holding.
  • Clearstead Advisors first reported a position in ServisFirst Bancshares in Q3 2023 and has held it in 12 quarters since.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.