DiNuzzo Private Wealth’s ServisFirst Bancshares SFBS Stock Holding History

DiNuzzo Private Wealth’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	$1.04K	Hold	24	–	–	﹤0.01%	890
2026 Q1	$874	Buy	24 +2	+9%	+$79	﹤0.01%	915
2025 Q4	$790	Sell	22 -2	-8%	-$73	﹤0.01%	950
2025 Q3	$1.06K	Hold	24	–	–	﹤0.01%	860
2025 Q2	$931	Hold	24	–	–	﹤0.01%	876
2025 Q1	$992	Hold	24	–	–	﹤0.01%	829
2024 Q4	$1.02K	Hold	24	–	–	﹤0.01%	843
2024 Q3	$966	Buy	24 +2	+9%	+$76	﹤0.01%	868
2024 Q2	$696	Buy	22 +2	+10%	+$62	﹤0.01%	930
2024 Q1	$664	Buy	20 +2	+11%	+$64	﹤0.01%	884
2023 Q4	$600	Buy	+18	New	+$487	﹤0.01%	912

Other funds holding SFBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

DiNuzzo Private Wealth's SFBS Position: Q2 2026 in Review

DiNuzzo Private Wealth held its ServisFirst Bancshares (SFBS) position steady in Q2 2026 at 24 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

DiNuzzo Private Wealth first reported a position in SFBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06K in Q3 2025. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

DiNuzzo Private Wealth held 24 shares of ServisFirst Bancshares worth $1.04K as of Q2 2026.
DiNuzzo Private Wealth left its ServisFirst Bancshares share count unchanged in Q2 2026.
ServisFirst Bancshares made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #890 holding.
DiNuzzo Private Wealth first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's ServisFirst Bancshares position peaked at $1.06K in Q3 2025.
356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.