CPG
SFBS

Cornerstone Planning Group’s ServisFirst Bancshares SFBS Stock Holding History

Cornerstone Planning Group’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 		$20.7K Buy
239
+1
+0.4% +$79 ﹤0.01% 669
2026
Q1 		$18.9K Buy
238
+182
+325% +$14.4K ﹤0.01% 688
2025
Q4 		$4.52K Buy
56
+16
+40% +$1.17K ﹤0.01% 1015
2025
Q3 		$290 Buy
40
+14
+54% +$1.16K ﹤0.01% 1585
2025
Q2 		$2.04K Sell
26
-26
-50% -$1.92K ﹤0.01% 941
2025
Q1 		$3.69K Buy
+52
New +$4.52K ﹤0.01% 815

Other funds holding SFBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Cornerstone Planning Group's SFBS Position: Q2 2026 in Review

Cornerstone Planning Group increased its ServisFirst Bancshares (SFBS) stake by 0.42% in Q2 2026, buying an estimated $79 and bringing the position to 239 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Cornerstone Planning Group first reported a position in SFBS in Q1 2025 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Cornerstone Planning Group held 239 shares of ServisFirst Bancshares worth $20.7K as of Q2 2026.
  • Cornerstone Planning Group bought 1 ServisFirst Bancshares share in Q2 2026, an estimated $79.
  • ServisFirst Bancshares made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #669 holding.
  • Cornerstone Planning Group first reported a position in ServisFirst Bancshares in Q1 2025 and has held it in 6 quarters since.
  • 166 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.