Corient Private Wealth
SFBS

Corient Private Wealth’s ServisFirst Bancshares SFBS Stock Holding History

Corient Private Wealth’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 		$304K Buy
7,002
+1,064
+18% +$42K ﹤0.01% 2561
2026
Q1 		$216K Sell
5,938
-296
-5% -$11.7K ﹤0.01% 2517
2025
Q4 		$224K Buy
6,234
+140
+2% +$5.14K ﹤0.01% 2365
2025
Q3 		$245K Buy
6,094
+900
+17% +$37.3K ﹤0.01% 2242
2025
Q2 		$201K Sell
5,194
-64
-1% -$2.36K ﹤0.01% 2238
2025
Q1 		$217K Buy
5,258
+104
+2% +$4.52K ﹤0.01% 2026
2024
Q4 		$218K Sell
5,154
-58
-1% -$2.58K ﹤0.01% 2071
2024
Q3 		$210K Buy
+5,212
New +$198K ﹤0.01% 2201

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

Corient Private Wealth's SFBS Position: Q2 2026 in Review

Corient Private Wealth increased its ServisFirst Bancshares (SFBS) stake by 18% in Q2 2026, buying an estimated $42K and bringing the position to 7,002 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Corient Private Wealth first reported a position in SFBS in Q3 2024 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Corient Private Wealth held 7,002 shares of ServisFirst Bancshares worth $304K as of Q2 2026.
  • Corient Private Wealth bought 1,064 ServisFirst Bancshares shares in Q2 2026, an estimated $42K.
  • ServisFirst Bancshares made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2561 holding.
  • Corient Private Wealth first reported a position in ServisFirst Bancshares in Q3 2024 and has held it in 8 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.