CCM
SFBS

Copeland Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Copeland Capital Management’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 		$64M Sell
1,475,006
-32,046
-2% -$1.26M 1.31% 24
2026
Q1 		$54.9M Buy
+1,507,052
New +$59.7M 1.22% 29

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

Copeland Capital Management's SFBS Position: Q2 2026 in Review

Copeland Capital Management reduced its ServisFirst Bancshares (SFBS) stake by 2.1% in Q2 2026, selling an estimated $1.26M and leaving 1,475,006 shares worth $64M. The position accounts for 1.31% of the portfolio, ranked #24.

Copeland Capital Management first reported a position in SFBS in Q1 2026 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Copeland Capital Management held 1,475,006 shares of ServisFirst Bancshares worth $64M as of Q2 2026.
  • Copeland Capital Management sold 32,046 ServisFirst Bancshares shares in Q2 2026, an estimated $1.26M.
  • ServisFirst Bancshares made up 1.31% of Copeland Capital Management's portfolio in Q2 2026, its #24 holding.
  • Copeland Capital Management first reported a position in ServisFirst Bancshares in Q1 2026 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.