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
Q2 		$7.86M Buy
181,118
+16,308
+10% +$643K ﹤0.01% 1059
2026
Q1 		$6M Sell
164,810
-299,604
-65% -$11.9M ﹤0.01% 1056
2025
Q4 		$16.7M Sell
464,414
-27,044
-6% -$992K 0.01% 435
2025
Q3 		$19.8M Buy
491,458
+5,364
+1% +$222K 0.02% 368
2025
Q2 		$18.8M Sell
486,094
-182
-0% -$6.72K 0.02% 352
2025
Q1 		$20.1M Buy
486,276
+360,908
+288% +$15.7M 0.02% 325
2024
Q4 		$5.31M Buy
125,368
+118,602
+1,753% +$5.27M 0.01% 642
2024
Q3 		$272K Buy
6,766
+410
+6% +$15.6K ﹤0.01% 2601
2024
Q2 		$201K Sell
6,356
-116
-2% -$3.58K ﹤0.01% 2669
2024
Q1 		$215K Sell
6,472
-18
-0.3% -$573 ﹤0.01% 2520
2023
Q4 		$216K Buy
+6,490
New +$175K ﹤0.01% 2354
2022
Q3 		– Sell
-127,782
Closed -$5.04M – 2432
2022
Q2 		$5.04M Buy
127,782
+22
+0% +$896 0.01% 448
2022
Q1 		$6.09M Buy
127,760
+48
+0% +$2.1K 0.01% 413
2021
Q4 		$5.42M Sell
127,712
-41,922
-25% -$1.71M 0.01% 403
2021
Q3 		$6.6M Sell
169,634
-2
-0% -$72 0.01% 351
2021
Q2 		$5.77M Buy
169,636
+2
+0% +$66 0.01% 368
2021
Q1 		$5.2M Buy
169,634
+354
+0.2% +$8.79K 0.01% 411
2020
Q4 		$3.41M Hold
169,280
– – 0.01% 475
2020
Q3 		$2.88M Hold
169,280
– – 0.01% 447
2020
Q2 		$3.03M Hold
169,280
– – 0.01% 378
2020
Q1 		$2.48M Hold
169,280
– – 0.01% 371
2019
Q4 		$3.19M Hold
169,280
– – 0.01% 389
2019
Q3 		$2.81M Hold
169,280
– – 0.01% 409
2019
Q2 		$2.9M Buy
169,280
+1,280
+0.8% +$21.4K 0.01% 395
2019
Q1 		$2.84M Buy
+168,000
New +$2.87M 0.01% 375

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

Creative Planning's SFBS Position: Q2 2026 in Review

Creative Planning increased its ServisFirst Bancshares (SFBS) stake by 9.9% in Q2 2026, buying an estimated $643K and bringing the position to 181,118 shares worth $7.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Creative Planning first reported a position in SFBS in Q1 2019 and has held it in 25 quarters since. The position peaked at $20.1M in Q1 2025. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Creative Planning held 181,118 shares of ServisFirst Bancshares worth $7.86M as of Q2 2026.
  • Creative Planning bought 16,308 ServisFirst Bancshares shares in Q2 2026, an estimated $643K.
  • ServisFirst Bancshares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1059 holding.
  • Creative Planning first reported a position in ServisFirst Bancshares in Q1 2019 and has held it in 25 quarters since.
  • Creative Planning's ServisFirst Bancshares position peaked at $20.1M in Q1 2025.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.