FTWA
SFBS

Fifth Third Wealth Advisors’s ServisFirst Bancshares SFBS Stock Holding History

Fifth Third 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 		$840K Buy
19,368
+2,154
+13% +$85K 0.02% 338
2026
Q1 		$627K Buy
17,214
+206
+1% +$8.16K 0.02% 359
2025
Q4 		$611K Buy
17,008
+64
+0.4% +$2.35K 0.02% 344
2025
Q3 		$682K Buy
16,944
+56
+0.3% +$2.32K 0.03% 304
2025
Q2 		$655K Buy
16,888
+72
+0.4% +$2.66K 0.03% 312
2025
Q1 		$694K Sell
16,816
-610
-4% -$26.5K 0.04% 266
2024
Q4 		$738K Buy
+17,426
New +$774K 0.04% 251

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 $3.37T AUM 44.26% 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

Fifth Third Wealth Advisors's SFBS Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its ServisFirst Bancshares (SFBS) stake by 13% in Q2 2026, buying an estimated $85K and bringing the position to 19,368 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #338.

Fifth Third Wealth Advisors first reported a position in SFBS in Q4 2024 and has held it in 7 quarters since. 357 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Fifth Third Wealth Advisors held 19,368 shares of ServisFirst Bancshares worth $840K as of Q2 2026.
  • Fifth Third Wealth Advisors bought 2,154 ServisFirst Bancshares shares in Q2 2026, an estimated $85K.
  • ServisFirst Bancshares made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #338 holding.
  • Fifth Third Wealth Advisors first reported a position in ServisFirst Bancshares in Q4 2024 and has held it in 7 quarters since.
  • 357 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.