Creative Planning
SFBS

Creative Planning’s ServisFirst Bancshares SFBS Stock Holding History

Creative Planning’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
Q1 		$6M Sell
82,405
-149,802
-65% -$11.9M ﹤0.01% 1056
2025
Q4 		$16.7M Sell
232,207
-13,522
-6% -$992K 0.01% 435
2025
Q3 		$19.8M Buy
245,729
+2,682
+1% +$222K 0.02% 368
2025
Q2 		$18.8M Sell
243,047
-91
-0% -$6.72K 0.02% 352
2025
Q1 		$20.1M Buy
243,138
+180,454
+288% +$15.7M 0.02% 325
2024
Q4 		$5.31M Buy
62,684
+59,301
+1,753% +$5.27M 0.01% 642
2024
Q3 		$272K Buy
3,383
+205
+6% +$15.6K ﹤0.01% 2601
2024
Q2 		$201K Sell
3,178
-58
-2% -$3.58K ﹤0.01% 2669
2024
Q1 		$215K Sell
3,236
-9
-0.3% -$573 ﹤0.01% 2520
2023
Q4 		$216K Buy
+3,245
New +$175K ﹤0.01% 2354
2022
Q3 		– Sell
-63,891
Closed -$5.04M – 2432
2022
Q2 		$5.04M Buy
63,891
+11
+0% +$896 0.01% 448
2022
Q1 		$6.09M Buy
63,880
+24
+0% +$2.1K 0.01% 413
2021
Q4 		$5.42M Sell
63,856
-20,961
-25% -$1.71M 0.01% 403
2021
Q3 		$6.6M Sell
84,817
-1
-0% -$72 0.01% 351
2021
Q2 		$5.77M Buy
84,818
+1
+0% +$66 0.01% 368
2021
Q1 		$5.2M Buy
84,817
+177
+0.2% +$8.79K 0.01% 411
2020
Q4 		$3.41M Hold
84,640
– – 0.01% 475
2020
Q3 		$2.88M Hold
84,640
– – 0.01% 447
2020
Q2 		$3.03M Hold
84,640
– – 0.01% 378
2020
Q1 		$2.48M Hold
84,640
– – 0.01% 371
2019
Q4 		$3.19M Hold
84,640
– – 0.01% 389
2019
Q3 		$2.81M Hold
84,640
– – 0.01% 409
2019
Q2 		$2.9M Buy
84,640
+640
+0.8% +$21.4K 0.01% 395
2019
Q1 		$2.84M Buy
+84,000
New +$2.87M 0.01% 375

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.66B AUM 14.89% 1-Year Est. Return

Creative Planning's SFBS Position: Q1 2026 in Review

Creative Planning reduced its ServisFirst Bancshares (SFBS) stake by 65% in Q1 2026, selling an estimated $11.9M and leaving 82,405 shares worth $6M. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Creative Planning first reported a position in SFBS in Q1 2019 and has held it in 24 quarters since. The position peaked at $20.1M in Q1 2025. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Creative Planning held 82,405 shares of ServisFirst Bancshares worth $6M as of Q1 2026.
  • Creative Planning sold 149,802 ServisFirst Bancshares shares in Q1 2026, an estimated $11.9M.
  • ServisFirst Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1056 holding.
  • Creative Planning first reported a position in ServisFirst Bancshares in Q1 2019 and has held it in 24 quarters since.
  • Creative Planning's ServisFirst Bancshares position peaked at $20.1M in Q1 2025.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.