Envestnet 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
$17.8M Sell
410,376
-17,654
-4% -$697K ﹤0.01% 1528
2026
Q1
$15.6M Buy
428,030
+263,174
+160% +$10.4M ﹤0.01% 1519
2025
Q4
$5.92M Sell
164,856
-108,262
-40% -$3.97M ﹤0.01% 2062
2025
Q3
$11M Sell
273,118
-26,946
-9% -$1.12M ﹤0.01% 1711
2025
Q2
$11.6M Sell
300,064
-28,764
-9% -$1.06M ﹤0.01% 1633
2025
Q1
$13.6M Buy
328,828
+22,388
+7% +$972K ﹤0.01% 1449
2024
Q4
$13M Buy
306,440
+13,906
+5% +$617K ﹤0.01% 1470
2024
Q3
$11.8M Buy
292,534
+26,736
+10% +$1.02M ﹤0.01% 1522
2024
Q2
$8.4M Buy
265,798
+8,724
+3% +$269K ﹤0.01% 1672
2024
Q1
$8.53M Buy
257,074
+214,128
+499% +$6.81M ﹤0.01% 1626
2023
Q4
$1.43M Buy
42,946
+1,124
+3% +$30.4K ﹤0.01% 2670
2023
Q3
$1.09M Buy
41,822
+17,806
+74% +$471K ﹤0.01% 2755
2023
Q2
$491K Buy
24,016
+1,748
+8% +$40.4K ﹤0.01% 3222
2023
Q1
$608K Sell
22,268
-1,260
-5% -$42.2K ﹤0.01% 3021
2022
Q4
$811K Sell
23,528
-516
-2% -$19.3K ﹤0.01% 2796
2022
Q3
$962K Sell
24,044
-218
-0.9% -$9.2K ﹤0.01% 2600
2022
Q2
$957K Buy
24,262
+440
+2% +$17.9K ﹤0.01% 2627
2022
Q1
$1.14M Sell
23,822
-5,800
-20% -$253K ﹤0.01% 2574
2021
Q4
$1.26M Buy
29,622
+2,242
+8% +$91.4K ﹤0.01% 2473
2021
Q3
$1.06M Sell
27,380
-1,144
-4% -$40.9K ﹤0.01% 2500
2021
Q2
$970K Sell
28,524
-1,700
-6% -$56.2K ﹤0.01% 2552
2021
Q1
$927K Sell
30,224
-2,210
-7% -$54.9K ﹤0.01% 2445
2020
Q4
$653K Buy
32,434
+2,992
+10% +$58K ﹤0.01% 2516
2020
Q3
$501K Buy
29,442
+4,910
+20% +$88.2K ﹤0.01% 2459
2020
Q2
$439K Buy
24,532
+7,628
+45% +$126K ﹤0.01% 2484
2020
Q1
$248K Buy
+16,904
New +$296K ﹤0.01% 2641
2018
Q1
Sell
-584
Closed -$12K 2944
2017
Q4
$12K Hold
584
﹤0.01% 2599
2017
Q3
$11K Sell
584
-308
-35% -$5.48K ﹤0.01% 2585
2017
Q2
$16K Sell
892
-92
-9% -$1.68K ﹤0.01% 2641
2017
Q1
$18K Sell
984
-3,088
-76% -$60.6K ﹤0.01% 2689
2016
Q4
$76K Buy
+4,072
New +$64.5K ﹤0.01% 2293
2016
Q2
Sell
-4,076
Closed -$45K 3136
2016
Q1
$45K Buy
+4,076
New +$39.7K ﹤0.01% 2760

Other funds holding SFBS

Envestnet Asset Management's SFBS Position: Q2 2026 in Review

Envestnet Asset Management reduced its ServisFirst Bancshares (SFBS) stake by 4.1% in Q2 2026, selling an estimated $697K and leaving 410,376 shares worth $17.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Envestnet Asset Management first reported a position in SFBS in Q1 2016 and has held it in 32 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Envestnet Asset Management held 410,376 shares of ServisFirst Bancshares worth $17.8M as of Q2 2026.
  • Envestnet Asset Management sold 17,654 ServisFirst Bancshares shares in Q2 2026, an estimated $697K.
  • ServisFirst Bancshares made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1528 holding.
  • Envestnet Asset Management first reported a position in ServisFirst Bancshares in Q1 2016 and has held it in 32 quarters since.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.