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 Q1	$444K	Buy	6,100 +29	+0.5%	+$2.3K	﹤0.01%	741
2025 Q4	$436K	Sell	6,071 -69	-1%	-$5.06K	0.01%	700
2025 Q3	$494K	Hold	6,140	–	–	0.01%	634
2025 Q2	$476K	Buy	6,140 +70	+1%	+$5.17K	0.01%	621
2025 Q1	$501K	Hold	6,070	–	–	0.01%	578
2024 Q4	$514K	Hold	6,070	–	–	0.01%	567
2024 Q3	$488K	Hold	6,070	–	–	0.01%	580
2024 Q2	$384K	Buy	6,070 +6,000	+8,571%	+$370K	0.01%	604
2024 Q1	$4.53K	Hold	70	–	–	﹤0.01%	1193
2023 Q4	$4.67K	Sell	70 -6	-8%	-$324	﹤0.01%	1173
2023 Q3	$3.97K	Buy	+76	New	+$4.02K	﹤0.01%	1288

Other funds holding SFBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Clearstead Advisors's SFBS Position: Q1 2026 in Review

Clearstead Advisors increased its ServisFirst Bancshares (SFBS) stake by 0.48% in Q1 2026, buying an estimated $2.3K and bringing the position to 6,100 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Clearstead Advisors first reported a position in SFBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $514K in Q4 2024. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

Clearstead Advisors held 6,100 shares of ServisFirst Bancshares worth $444K as of Q1 2026.
Clearstead Advisors bought 29 ServisFirst Bancshares shares in Q1 2026, an estimated $2.3K.
ServisFirst Bancshares made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #741 holding.
Clearstead Advisors first reported a position in ServisFirst Bancshares in Q3 2023 and has held it in 11 quarters since.
Clearstead Advisors's ServisFirst Bancshares position peaked at $514K in Q4 2024.
344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.