Davis Asset Management’s ServisFirst Bancshares SFBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $79M | Hold |
1,820,752
| – | – | 2% | 18 |
|
|
2026
Q1 | $66.3M | Buy |
1,820,752
+70,000
| +4% | +$2.77M | 1.92% | 19 |
|
|
2025
Q4 | $62.8M | Buy |
1,750,752
+223,628
| +15% | +$8.2M | 2.25% | 17 |
|
|
2025
Q3 | $61.5M | Hold |
1,527,124
| – | – | 2.19% | 19 |
|
|
2025
Q2 | $59.2M | Hold |
1,527,124
| – | – | 2.3% | 16 |
|
|
2025
Q1 | $63.1M | Hold |
1,527,124
| – | – | 2.62% | 16 |
|
|
2024
Q4 | $64.7M | Sell |
1,527,124
-120,000
| -7% | -$5.33M | 2.64% | 15 |
|
|
2024
Q3 | $66.3M | Hold |
1,647,124
| – | – | 2.65% | 15 |
|
|
2024
Q2 | $52M | Hold |
1,647,124
| – | – | 2.34% | 19 |
|
|
2024
Q1 | $54.7M | Hold |
1,647,124
| – | – | 2.4% | 17 |
|
|
2023
Q4 | $54.9M | Sell |
1,647,124
-160,000
| -9% | -$4.32M | 2.67% | 15 |
|
|
2023
Q3 | $47.1M | Hold |
1,807,124
| – | – | 2.75% | 14 |
|
|
2023
Q2 | $37M | Hold |
1,807,124
| – | – | 2.21% | 17 |
|
|
2023
Q1 | $49.4M | Sell |
1,807,124
-192,876
| -10% | -$6.46M | 3.17% | 14 |
|
|
2022
Q4 | $68.9M | Hold |
2,000,000
| – | – | 3.84% | 8 |
|
|
2022
Q3 | $80M | Hold |
2,000,000
| – | – | 4.68% | 7 |
|
|
2022
Q2 | $78.9M | Hold |
2,000,000
| – | – | 4.49% | 8 |
|
|
2022
Q1 | $95.3M | Sell |
2,000,000
-143,364
| -7% | -$6.26M | 4.66% | 8 |
|
|
2021
Q4 | $91M | Hold |
2,143,364
| – | – | 4.31% | 9 |
|
|
2021
Q3 | $72.9M | Hold |
2,143,364
| – | – | 3.77% | 9 |
|
|
2021
Q2 | $72.9M | Hold |
2,143,364
| – | – | 3.87% | 9 |
|
|
2021
Q1 | $65.7M | Hold |
2,143,364
| – | – | 3.74% | 11 |
|
|
2020
Q4 | $43.2M | Hold |
2,143,364
| – | – | 2.97% | 16 |
|
|
2020
Q3 | $36.5M | Hold |
2,143,364
| – | – | 3.34% | 14 |
|
|
2020
Q2 | $38.3M | Sell |
2,143,364
-768,636
| -26% | -$12.7M | 3.8% | 9 |
|
|
2020
Q1 | $42.7M | Sell |
2,912,000
-88,000
| -3% | -$1.54M | 4.91% | 8 |
|
|
2019
Q4 | $56.5M | Hold |
3,000,000
| – | – | 4.19% | 9 |
|
|
2019
Q3 | $49.7M | Buy |
3,000,000
+400,000
| +15% | +$6.45M | 3.85% | 9 |
|
|
2019
Q2 | $44.5M | Buy |
2,600,000
+342,364
| +15% | +$5.72M | 3.53% | 10 |
|
|
2019
Q1 | $38.1M | Buy |
2,257,636
+457,636
| +25% | +$7.81M | 3.25% | 12 |
|
|
2018
Q4 | $28.7M | Buy |
1,800,000
+416,400
| +30% | +$7.49M | 2.9% | 15 |
|
|
2018
Q3 | $27.1M | Buy |
1,383,600
+23,600
| +2% | +$499K | 2.48% | 20 |
|
|
2018
Q2 | $28.4M | Buy |
1,360,000
+120,000
| +10% | +$2.57M | 2.64% | 17 |
|
|
2018
Q1 | $25.3M | Buy |
1,240,000
+840,000
| +210% | +$17.6M | 2.64% | 17 |
|
|
2017
Q4 | $8.3M | Hold |
400,000
| – | – | 0.91% | 21 |
|
|
2017
Q3 | $7.77M | Hold |
400,000
| – | – | 0.92% | 21 |
|
|
2017
Q2 | $7.38M | Hold |
400,000
| – | – | 0.94% | 22 |
|
|
2017
Q1 | $7.28M | Sell |
400,000
-16,850
| -4% | -$331K | 0.95% | 22 |
|
|
2016
Q4 | $7.8M | Sell |
416,850
-692,978
| -62% | -$11M | 1.06% | 22 |
|
|
2016
Q3 | $14.4M | Hold |
1,109,828
| – | – | 2.22% | 20 |
|
|
2016
Q2 | $13.7M | Hold |
1,109,828
| – | – | 2.37% | 18 |
|
|
2016
Q1 | $12.3M | Buy |
1,109,828
+360,000
| +48% | +$3.51M | 2.22% | 18 |
|
|
2015
Q4 | $8.91M | Buy |
+749,828
| New | +$8.45M | 1.72% | 20 |
|
Other funds holding SFBS
WG
Davis Asset Management's SFBS Position: Q2 2026 in Review
Davis Asset Management held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 1,820,752 shares worth $79M. The position accounts for 2% of the portfolio, ranked #18.
Davis Asset Management first reported a position in SFBS in Q4 2015 and has held it in 43 quarters since. The position peaked at $95.3M in Q1 2022. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.
- Davis Asset Management held 1,820,752 shares of ServisFirst Bancshares worth $79M as of Q2 2026.
- Davis Asset Management left its ServisFirst Bancshares share count unchanged in Q2 2026.
- ServisFirst Bancshares made up 2% of Davis Asset Management's portfolio in Q2 2026, its #18 holding.
- Davis Asset Management first reported a position in ServisFirst Bancshares in Q4 2015 and has held it in 43 quarters since.
- Davis Asset Management's ServisFirst Bancshares position peaked at $95.3M in Q1 2022.
- 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.
Based on Davis Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.