Focus Partners Wealth
SFBS icon

Focus Partners Wealth’s ServisFirst Bancshares SFBS Stock Holding History

Focus Partners Wealth’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 		$430K Buy
9,912
+3,290
+50% +$130K ﹤0.01% 2047
2026
Q1 		$241K Buy
6,622
+956
+17% +$37.9K ﹤0.01% 2305
2025
Q4 		$203K Buy
+5,666
New +$208K ﹤0.01% 2440

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

Focus Partners Wealth's SFBS Position: Q2 2026 in Review

Focus Partners Wealth increased its ServisFirst Bancshares (SFBS) stake by 50% in Q2 2026, buying an estimated $130K and bringing the position to 9,912 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Focus Partners Wealth first reported a position in SFBS in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

  • Focus Partners Wealth held 9,912 shares of ServisFirst Bancshares worth $430K as of Q2 2026.
  • Focus Partners Wealth bought 3,290 ServisFirst Bancshares shares in Q2 2026, an estimated $130K.
  • ServisFirst Bancshares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2047 holding.
  • Focus Partners Wealth first reported a position in ServisFirst Bancshares in Q4 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.