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Essential Partners’s ServisFirst Bancshares SFBS Stock Holding History

Essential Partners’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 		$13.8K Buy
318
+282
+783% +$11.1K 0.01% 1065
2026
Q1 		$1.31K Buy
36
+16
+80% +$634 ﹤0.01% 2154
2025
Q4 		$718 Buy
20
+8
+67% +$294 ﹤0.01% 2137
2025
Q3 		$483 Buy
+12
New +$497 ﹤0.01% 2215

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 $3.38T AUM 44.17% 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

Essential Partners's SFBS Position: Q2 2026 in Review

Essential Partners increased its ServisFirst Bancshares (SFBS) stake by 783% in Q2 2026, buying an estimated $11.1K and bringing the position to 318 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #1065.

Essential Partners first reported a position in SFBS in Q3 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Essential Partners held 318 shares of ServisFirst Bancshares worth $13.8K as of Q2 2026.
  • Essential Partners bought 282 ServisFirst Bancshares shares in Q2 2026, an estimated $11.1K.
  • ServisFirst Bancshares made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1065 holding.
  • Essential Partners first reported a position in ServisFirst Bancshares in Q3 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.