Focus Partners Wealth
SFBS

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
Q1 		$241K Buy
3,311
+478
+17% +$37.8K ﹤0.01% 2305
2025
Q4 		$203K Buy
+2,833
New +$208K ﹤0.01% 2440

Other funds holding SFBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Focus Partners Wealth's SFBS Position: Q1 2026 in Review

Focus Partners Wealth increased its ServisFirst Bancshares (SFBS) stake by 17% in Q1 2026, buying an estimated $37.8K and bringing the position to 3,311 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

Focus Partners Wealth first reported a position in SFBS in Q4 2025 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold SFBS as of Q1 2026.

  • Focus Partners Wealth held 3,311 shares of ServisFirst Bancshares worth $241K as of Q1 2026.
  • Focus Partners Wealth bought 478 ServisFirst Bancshares shares in Q1 2026, an estimated $37.8K.
  • ServisFirst Bancshares made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2305 holding.
  • Focus Partners Wealth first reported a position in ServisFirst Bancshares in Q4 2025 and has held it in 2 quarters since.
  • 344 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.