Evergreen Capital Management’s ServisFirst Bancshares SFBS Stock Holding History

Evergreen Capital Management’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	$461K	Buy	10,626 +4,608	+77%	+$182K	0.01%	955
2026 Q1	$219K	Buy	+6,018	New	+$238K	﹤0.01%	1337
2025 Q4	–	Sell	-7,076	Closed	-$285K	–	1504
2025 Q3	$285K	Buy	+7,076	New	+$293K	0.01%	1013
2022 Q2	–	Sell	-6,256	Closed	-$298K	–	666
2022 Q1	$298K	Buy	6,256 +522	+9%	+$22.8K	0.01%	484
2021 Q4	$244K	Buy	5,734 +192	+3%	+$7.83K	0.01%	531
2021 Q3	$216K	Buy	+5,542	New	+$198K	0.01%	525

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

Evergreen Capital Management's SFBS Position: Q2 2026 in Review

Evergreen Capital Management increased its ServisFirst Bancshares (SFBS) stake by 77% in Q2 2026, buying an estimated $182K and bringing the position to 10,626 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #955.

Evergreen Capital Management first reported a position in SFBS in Q3 2021 and has held it in 6 quarters since. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Evergreen Capital Management held 10,626 shares of ServisFirst Bancshares worth $461K as of Q2 2026.
Evergreen Capital Management bought 4,608 ServisFirst Bancshares shares in Q2 2026, an estimated $182K.
ServisFirst Bancshares made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #955 holding.
Evergreen Capital Management first reported a position in ServisFirst Bancshares in Q3 2021 and has held it in 6 quarters since.
355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.