C
SFBS

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
513
+56
+12% +$4.42K 0.03% 852
2026
Q1 		$33K Sell
457
-738
-62% -$58.4K 0.02% 922
2025
Q4 		$86K Buy
1,195
+629
+111% +$46.2K 0.05% 655
2025
Q3 		$46K Sell
566
-5
-0.9% -$414 0.03% 949
2025
Q2 		$44K Buy
571
+345
+153% +$25.5K 0.03% 944
2025
Q1 		$19K Hold
226
– – 0.01% 1222
2024
Q4 		$19K Buy
226
+9
+4% +$799 0.01% 1225
2024
Q3 		$17K Sell
217
-204
-48% -$15.5K 0.01% 1276
2024
Q2 		$27K Buy
421
+292
+226% +$18K 0.02% 1088
2024
Q1 		$9K Sell
129
-1,573
-92% -$100K 0.01% 1670
2023
Q4 		$113K Sell
1,702
-1,335
-44% -$72.2K 0.08% 416
2023
Q3 		$158K Buy
3,037
+55
+2% +$2.91K 0.12% 191
2023
Q2 		$122K Buy
2,982
+644
+28% +$29.7K 0.09% 330
2023
Q1 		$128K Buy
2,338
+401
+21% +$26.9K 0.11% 262
2022
Q4 		$134K Buy
1,937
+1,537
+384% +$115K 0.11% 262
2022
Q3 		$32K Buy
400
+265
+196% +$22.4K 0.03% 870
2022
Q2 		$11K Sell
135
-5
-4% -$407 0.01% 1188
2022
Q1 		$13K Buy
140
+124
+775% +$10.8K 0.01% 1226
2021
Q4 		$1K Buy
+16
New +$1.3K ﹤0.01% 1918

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 513 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. 185 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Covestor held 513 shares of ServisFirst Bancshares worth $45K as of Q2 2026.
  • Covestor bought 56 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.
  • 185 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.