C
SFBS icon

Covestor’s ServisFirst Bancshares SFBS Stock Holding History

Covestor’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 		$45K Buy
1,026
+112
+12% +$4.42K 0.03% 852
2026
Q1 		$33K Sell
914
-1,476
-62% -$58.4K 0.02% 922
2025
Q4 		$86K Buy
2,390
+1,258
+111% +$46.2K 0.05% 655
2025
Q3 		$46K Sell
1,132
-10
-0.9% -$414 0.03% 949
2025
Q2 		$44K Buy
1,142
+690
+153% +$25.5K 0.03% 944
2025
Q1 		$19K Hold
452
– – 0.01% 1222
2024
Q4 		$19K Buy
452
+18
+4% +$799 0.01% 1225
2024
Q3 		$17K Sell
434
-408
-48% -$15.5K 0.01% 1276
2024
Q2 		$27K Buy
842
+584
+226% +$18K 0.02% 1088
2024
Q1 		$9K Sell
258
-3,146
-92% -$100K 0.01% 1670
2023
Q4 		$113K Sell
3,404
-2,670
-44% -$72.2K 0.08% 416
2023
Q3 		$158K Buy
6,074
+110
+2% +$2.91K 0.12% 191
2023
Q2 		$122K Buy
5,964
+1,288
+28% +$29.7K 0.09% 330
2023
Q1 		$128K Buy
4,676
+802
+21% +$26.9K 0.11% 262
2022
Q4 		$134K Buy
3,874
+3,074
+384% +$115K 0.11% 262
2022
Q3 		$32K Buy
800
+530
+196% +$22.4K 0.03% 870
2022
Q2 		$11K Sell
270
-10
-4% -$407 0.01% 1188
2022
Q1 		$13K Buy
280
+248
+775% +$10.8K 0.01% 1226
2021
Q4 		$1K Buy
+32
New +$1.3K ﹤0.01% 1918

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 $3.38T AUM 44.17% 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

Covestor's SFBS Position: Q2 2026 in Review

Covestor increased its ServisFirst Bancshares (SFBS) stake by 12% in Q2 2026, buying an estimated $4.42K and bringing the position to 1,026 shares worth $45K. The position accounts for 0.03% of the portfolio, ranked #852.

Covestor first reported a position in SFBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $158K in Q3 2023. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Covestor held 1,026 shares of ServisFirst Bancshares worth $45K as of Q2 2026.
  • Covestor bought 112 ServisFirst Bancshares shares in Q2 2026, an estimated $4.42K.
  • ServisFirst Bancshares made up 0.03% of Covestor's portfolio in Q2 2026, its #852 holding.
  • Covestor first reported a position in ServisFirst Bancshares in Q4 2021 and has held it in 19 quarters since.
  • Covestor's ServisFirst Bancshares position peaked at $158K in Q3 2023.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.