EverSource Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

EverSource Wealth Advisors’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	$877K	Sell	20,230 -18,002	-47%	-$710K	0.03%	379
2026 Q1	$1.39M	Buy	38,232 +17,672	+86%	+$700K	0.04%	301
2025 Q4	$738K	Sell	20,560 -43,244	-68%	-$1.59M	0.03%	408
2025 Q3	$2.57M	Sell	63,804 -178	-0.3%	-$7.37K	0.1%	148
2025 Q2	$2.48M	Buy	63,982 +604	+1%	+$22.3K	0.11%	140
2025 Q1	$2.62M	Buy	63,378 +848	+1%	+$36.8K	0.14%	128
2024 Q4	$2.65M	Sell	62,530 -1,340	-2%	-$59.5K	0.15%	119
2024 Q3	$2.57M	Buy	63,870 +12	+0%	+$457	0.16%	117
2024 Q2	$2.56M	Hold	63,858	–	–	0.17%	114
2024 Q1	$1.88M	Sell	63,858 -62	-0.1%	-$1.97K	0.15%	121
2023 Q4	$2.13M	Sell	63,920 -918	-1%	-$24.8K	0.2%	108
2023 Q3	$1.69M	Buy	64,838 +48	+0.1%	+$1.27K	0.18%	117
2023 Q2	$1.33M	Buy	64,790 +316	+0.5%	+$7.3K	0.15%	131
2023 Q1	$1.76M	Sell	64,474 -4,200	-6%	-$141K	0.22%	102
2022 Q4	$2.37M	Sell	68,674 -82	-0.1%	-$3.06K	0.36%	69
2022 Q3	$2.75M	Hold	68,756	–	–	0.63%	31
2022 Q2	$2.71M	Sell	68,756 -500	-0.7%	-$20.4K	0.7%	30
2022 Q1	$3.3M	Buy	69,256 +36,200	+110%	+$1.58M	0.84%	25
2021 Q4	$1.4M	Buy	+33,056	New	+$1.35M	0.39%	48

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

EverSource Wealth Advisors's SFBS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its ServisFirst Bancshares (SFBS) stake by 47% in Q2 2026, selling an estimated $710K and leaving 20,230 shares worth $877K. The position accounts for 0.03% of the portfolio, ranked #379.

EverSource Wealth Advisors first reported a position in SFBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.3M in Q1 2022. 355 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

EverSource Wealth Advisors held 20,230 shares of ServisFirst Bancshares worth $877K as of Q2 2026.
EverSource Wealth Advisors sold 18,002 ServisFirst Bancshares shares in Q2 2026, an estimated $710K.
ServisFirst Bancshares made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #379 holding.
EverSource Wealth Advisors first reported a position in ServisFirst Bancshares in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's ServisFirst Bancshares position peaked at $3.3M in Q1 2022.
355 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.